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TACK vs LCAP

Fairlead Tactical Sector Fund vs Principal Capital Appreciation Select ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

LCAP

Principal Capital Appreciation Select ETF

Annual cost

0.29%

Fund size

$319M

Key differences

TACK is a mixed asset ETF, while LCAP is an equity ETF. TACK charges 0.69% a year and LCAP 0.29%.

  • TACK is a mixed asset fund, while LCAP is an equity fund. They carry different risk/return profiles.
  • LCAP costs 0.40% less per year.

Side-by-side comparison

TACKLCAP
Annual cost (TER)0.69%0.29%
Fund size (AUM)$283M$319M
Since20222025
Dividend yield1.22%0.10%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-88.6%+24.3%
CAGR 3Y-48.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.41N/A
Volatility 1Y90.59%13.21%
Max drawdown-90.38%-11.31%

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

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