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TACK vs MKAM

Fairlead Tactical Sector Fund vs Mkam Etf

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

MKAM

MKAM ETF

Annual cost

0.53%

Fund size

$13M

Key differences

TACK is a mixed asset ETF, while MKAM is an alternative ETF. TACK charges 0.69% a year and MKAM 0.53%.

  • TACK is a mixed asset fund, while MKAM is an alternative fund. They carry different risk/return profiles.
  • MKAM costs 0.16% less per year.
  • TACK is much larger than MKAM. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MKAM has delivered higher annualized returns.

Side-by-side comparison

TACKMKAM
Annual cost (TER)0.69%0.53%
Fund size (AUM)$283M$13M
Since20222023
Dividend yield1.22%2.90%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-88.7%+10.6%
CAGR 3Y-48.6%+9.4%
CAGR 5YN/AN/A
Sharpe 3Y-0.430.90
Volatility 1Y90.58%6.19%
Max drawdown-90.38%-5.01%

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

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