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TACK vs VSLU

Fairlead Tactical Sector Fund vs Applied Finance Valuation Large Cap US ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

VSLU

Applied Finance Valuation Large Cap US ETF

Annual cost

0.49%

Fund size

$531M

Key differences

TACK is a mixed asset ETF, while VSLU is an equity ETF. TACK charges 0.69% a year and VSLU 0.49%.

  • TACK is a mixed asset fund, while VSLU is an equity fund. They carry different risk/return profiles.
  • VSLU costs 0.20% less per year.
  • Over the last three years, VSLU has delivered higher annualized returns.

Side-by-side comparison

TACKVSLU
Annual cost (TER)0.69%0.49%
Fund size (AUM)$283M$531M
Since20222021
Dividend yield1.22%0.43%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-88.6%+21.6%
CAGR 3Y-48.1%+21.1%
CAGR 5YN/A+13.6%
Sharpe 3Y-0.411.16
Volatility 1Y90.59%12.73%
Max drawdown-90.38%-23.86%

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

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