GRNY vs TACU

GRNYCFundstrat Granny Shots US Large Cap ETF

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

In short

GRNY Tom Lee's research desk in a ticker. A stock only gets in if it lines up with at least two of Fundstrat's seven long-run themes, then takes an equal slice of a roughly 40-name US large-cap book that is re-checked quarterly.

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

GRNY 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

• GRNY One admission rule does the work: a name must sit inside at least two of Fundstrat's seven themes. Everything else stays out. Equal weights, quarterly rebalance, roughly 40 stocks.prnewswire.com
• Equal weighting kills mega-cap gravity. Every pick pulls the same oar, so the thematic calls actually show up in the portfolio instead of being swamped by the biggest names.prnewswire.com
• Trades like a veteran: a multi-billion-dollar asset base and steady volume put it among the easier active US equity ETFs to get in and out of.

• 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

• GRNY 0.75% a year runs above the roughly 0.65% typical for active US equity funds and several times systematic peers like DFAU (0.12%) or AVLC (0.15%).
• Roughly 40 equal-weight names with heavy theme tilts is a concentrated book. It can behave very differently from the broad US large-cap market in either direction.prnewswire.com
• Young strategy, thin sample. Its live record is short next to peers with decades of data, and the mandate targets capital appreciation, with payouts only annual or semiannual.

• 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 GRNY profile⁠

Full TACU profile⁠