Screener
TACK vs XFLX
Fairlead Tactical Sector Fund vs FundX Flexible ETF
Key differences
TACK is a mixed asset ETF, while XFLX is a fixed income ETF. TACK charges 0.69% a year and XFLX 0.97%.
- TACK is a mixed asset fund, while XFLX is a fixed income fund. They carry different risk/return profiles.
- TACK costs 0.28% less per year.
- TACK is much larger than XFLX. Larger funds are usually more liquid and less likely to close.
- XFLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TACK | XFLX | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.97% |
| Fund size (AUM) | $283M | $50M |
| Since | 2022 | 2002 |
| Dividend yield | 1.22% | 9.67% |
| Asset class | mixed asset | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | -88.6% | +4.8% |
| CAGR 3Y | -48.1% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.41 | N/A |
| Volatility 1Y | 90.59% | 3.62% |
| Max drawdown | -90.38% | -6.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.