Screener
TACK vs SAGP
Fairlead Tactical Sector Fund vs Strategas Global Policy Opportunities ETF
Key differences
TACK is a mixed asset ETF, while SAGP is an equity ETF. TACK charges 0.69% a year and SAGP 0.65%.
- TACK is a mixed asset fund, while SAGP is an equity fund. They carry different risk/return profiles.
- TACK covers North America; SAGP covers global markets.
- TACK is much larger than SAGP. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SAGP has delivered higher annualized returns.
Side-by-side comparison
| TACK | SAGP | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.65% |
| Fund size (AUM) | $283M | $76M |
| Since | 2022 | 2022 |
| Dividend yield | 1.22% | 0.51% |
| Asset class | mixed asset | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | -88.6% | +12.9% |
| CAGR 3Y | -48.1% | +15.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.41 | 0.87 |
| Volatility 1Y | 90.59% | 13.11% |
| Max drawdown | -90.38% | -22.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.