Screener
TACK vs SEPM
Fairlead Tactical Sector Fund vs FT Vest U.S. Equity Max Buffer
Key differences
TACK is a mixed asset ETF, while SEPM is an alternative ETF. TACK charges 0.69% a year and SEPM 0.85%.
- TACK is a mixed asset fund, while SEPM is an alternative fund. They carry different risk/return profiles.
- TACK follows a active selection strategy; SEPM uses structured outcome.
- TACK costs 0.16% less per year.
- TACK is much larger than SEPM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| TACK | SEPM | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.85% |
| Fund size (AUM) | $283M | $31M |
| Since | 2022 | 2024 |
| Dividend yield | 1.22% | 0.00% |
| Asset class | mixed asset | alternative |
| Region | north america | north america |
| Strategy | active selection | structured outcome |
| CAGR 1Y | -88.7% | +6.9% |
| CAGR 3Y | -48.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.43 | N/A |
| Volatility 1Y | 90.58% | 2.55% |
| Max drawdown | -90.38% | -3.88% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.