Screener
TACK vs RULE
Fairlead Tactical Sector Fund vs Adaptive Core ETF
Key differences
Both TACK and RULE are mixed asset ETFs. TACK charges 0.69% a year and RULE 1.84%. The main difference: TACK costs 1.15% less per year.
- TACK costs 1.15% less per year.
- TACK is much larger than RULE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RULE has delivered higher annualized returns.
Side-by-side comparison
| TACK | RULE | |
|---|---|---|
| Annual cost (TER) | 0.69% | 1.84% |
| Fund size (AUM) | $283M | $16M |
| Since | 2022 | 2021 |
| Dividend yield | 1.22% | 0.00% |
| Asset class | mixed asset | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | -88.6% | +47.3% |
| CAGR 3Y | -48.1% | +19.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.41 | 0.87 |
| Volatility 1Y | 90.59% | 22.31% |
| Max drawdown | -90.38% | -30.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.