Screener
TACK vs XCOR
Fairlead Tactical Sector Fund vs Fundx ETF
Key differences
TACK is a mixed asset ETF, while XCOR is an equity ETF. TACK charges 0.69% a year and XCOR 1.15%.
- TACK is a mixed asset fund, while XCOR is an equity fund. They carry different risk/return profiles.
- TACK costs 0.46% less per year.
- Over the last three years, XCOR has delivered higher annualized returns.
- XCOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TACK | XCOR | |
|---|---|---|
| Annual cost (TER) | 0.69% | 1.15% |
| Fund size (AUM) | $283M | $193M |
| Since | 2022 | 2001 |
| Dividend yield | 1.22% | 0.38% |
| Asset class | mixed asset | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | -88.6% | +26.1% |
| CAGR 3Y | -48.1% | +22.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.41 | 1.06 |
| Volatility 1Y | 90.59% | 13.61% |
| Max drawdown | -90.38% | -22.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.