CCFE vs TACU

CCFEFConcourse Capital Focused Equity ETF

TACUAT. Rowe Price Active Core U.S. Equity ETF

In short

CCFE A 20-to-30-stock mid-cap book from a boutique sub-adviser, wrapped in an ETF. Concentrated, bottom-up, and priced like the active management it is at 0.96%.

TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.

Stated mandate

CCFE The Fund seeks long-term capital appreciation through an actively managed equity portfolio, primarily consisting of mid-capitalization companies. The adviser applies bottom-up fundamental analysis and ranks companies using quality, valuation, and investment-thesis timing criteria.

TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.

Why people hold it

• CCFE Real concentration, not closet indexing: the prospectus targets roughly 20 to 30 companies, mostly mid-caps it defines as $2 billion to $25 billion in market value.etfarchitect.com
• The process is written down: bottom-up fundamental analysis ranking companies on quality, valuation and investment-thesis timing. You can hold the portfolio to that standard.etfarchitect.com
• Boutique stock picker, established plumbing: Concourse Capital Advisors sub-advises, with EA Advisers as adviser inside EA Series Trust and a Nasdaq listing.sec.gov

• TACU Fee fully waived: 0.14% gross, zero net through January 30, 2027. That sits below every top-scoring peer in the category, including DFAU at 0.12% with no waiver.troweprice.com
• Quant models feed bottom-up stock picking with tilts to profitability, quality and value, chasing excess return over the Russell 1000 while holding tracking error tight.troweprice.com
• Several hundred large-cap names, so no single position runs the show. One of the stronger profiles in a crowded active U.S. equity field.troweprice.com

Worth knowing

• CCFE At 0.96%, with no fee waiver in place, it costs above the typical fund in its active US equity category. Broad peers like DFAU (0.12%) and DFAC (0.17%) charge a fraction.
• Small and thinly traded, so the bid-ask spread is part of the cost of owning it, especially in size.
• Launched in 2025, so the record is short. And concentration cuts both ways: with 20 to 30 non-diversified positions, one holding can swing the whole fund.etfarchitect.com

• TACU Launched in December 2025, so the live record is short and the risk read rests on limited history.
• Still a small fund that trades lightly, which can mean wider spreads than the category's giants.
• Distributions are annual at most, with no declared income target. This is a growth mandate, not a cash-flow one.

Full CCFE profile⁠

Full TACU profile⁠