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TACK vs GAL

Fairlead Tactical Sector Fund vs State Street Global Allocation ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

GAL

State Street Global Allocation ETF

Annual cost

0.35%

Fund size

$306M

Key differences

Both TACK and GAL are mixed asset ETFs. TACK charges 0.69% a year and GAL 0.35%. The main difference: TACK follows a active selection strategy; GAL uses tactical allocation.

  • TACK follows a active selection strategy; GAL uses tactical allocation.
  • TACK covers North America; GAL covers global markets.
  • GAL costs 0.34% less per year.
  • Over the last three years, GAL has delivered higher annualized returns.
  • GAL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TACKGAL
Annual cost (TER)0.69%0.35%
Fund size (AUM)$283M$306M
Since20222012
Dividend yield1.22%3.11%
Asset classmixed assetmixed asset
Regionnorth americaglobal
Strategyactive selectiontactical allocation
CAGR 1Y-88.6%+18.1%
CAGR 3Y-48.1%+13.8%
CAGR 5YN/A+6.8%
Sharpe 3Y-0.411.02
Volatility 1Y90.59%9.16%
Max drawdown-90.38%-28.31%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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