CPAI vs TACU

CPAICCounterpoint Quantitative Equity ETF

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

In short

CPAI The AI here picks the stocks, it doesn't buy them. Counterpoint's machine-learning models rank US companies on 30-plus variables, then hold at least 50 of the top names equal-weighted, tilted toward small and mid caps.

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

CPAI The Fund seeks long-term capital appreciation.

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

• CPAI The models weigh more than 30 inputs spanning value, long-term reversal, momentum, profitability, investor sentiment and price stability, and retrain at each quarterly rebalance.sec.govcounterpointfunds.com
• Equal weighting, a floor of 50 holdings, and a target of no more than 35% in any one sector stop a single stock or hot sector from running the portfolio.counterpointfunds.com
• A small and mid cap tilt sets it apart in a peer group crowded with large-cap core products like DFAU, FELC and AVLC.counterpointfunds.com

• 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

• CPAI At 0.75% a year it costs more than the typical active US equity ETF, and far more than cheap core rivals such as DFAU (0.12%) and FELC (0.18%).
• Holdings come from proprietary models refined through backtesting, so you can't check any position against a published rulebook the way you can with an index fund.sec.gov
• Launched in 2023, so the live record is short, and an equal-weighted small and mid cap book can behave very differently from a large-cap benchmark.counterpointfunds.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 CPAI profile⁠

Full TACU profile⁠