Screener
TACK vs MDIV
Fairlead Tactical Sector Fund vs Multi-Asset Diversified Income Index Fund
Key differences
Both TACK and MDIV are mixed asset ETFs. TACK charges 0.69% a year and MDIV 0.71%. The main difference: TACK follows a active selection strategy; MDIV uses index tracking.
- TACK follows a active selection strategy; MDIV uses index tracking.
- Over the last three years, MDIV has delivered higher annualized returns.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TACK | MDIV | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.71% |
| Fund size (AUM) | $283M | $411M |
| Since | 2022 | 2012 |
| Dividend yield | 1.22% | 6.38% |
| Asset class | mixed asset | mixed asset |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -88.7% | +12.2% |
| CAGR 3Y | -48.6% | +11.9% |
| CAGR 5Y | N/A | +5.9% |
| Sharpe 3Y | -0.43 | 0.91 |
| Volatility 1Y | 90.58% | 6.75% |
| Max drawdown | -90.38% | -48.50% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.