TACU ranks 9th and SSUS 63rd of 121 funds in the US Active Equity Category.
SSUS vs TACU
TACU −0.76pt a year
0.76%0.00%
SSUS 5.7×the volume
23.7K4.15K
SSUS vs TACU Performance
+14.7%+11.2%
- SSUS 0.76%
- TACU 0.00%, better
- SSUS $612M
- TACU $17M
- SSUS +14.2%
- TACU
- SSUS 0.45%
- TACU
- SSUS 17
- TACU 411
- SSUS 23.7K sh, better
- TACU 4.15K sh
- SSUS $56.99
- TACU $27.68
ETF.net Grade
| Pillar | SSUS | TACU |
|---|---|---|
| Cost | D36 | A99Higher |
| Mission | A74 | A81Higher |
| Risk | B61 | B69Higher |
| Tradability | B66Higher | C49 |
| Holdings | D35 | A83Higher |
| Durability | A78Higher | C43 |
Rank among US Active Equity funds
Same Category. SSUS and TACU are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.
Our read on each fund
SSUSC
TACUA
In short
SSUS Sector rotation with a brake pedal. Day Hagan runs models co-developed with Ned Davis Research across the S&P 500's sectors, tilting toward the strongest ones and, when its risk model turns cautious, shifting up to half the portfolio into cash and Treasuries.
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
SSUS The Fund seeks long-term capital appreciation and preservation of capital.
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
Worth knowing
SSUS vs TACU Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
SSUS vs TACU Cost
Overpaying SSUS vs TACU
$14,656
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
SSUS 0.76%
$14,656
TACU 0.00%
$0
Cost over time
Year by year
| Year | SSUS | TACU | Overpaying |
|---|---|---|---|
| 10 | $1,353 | $0 | $1,353 |
| 20 | $5,142 | $0 | $5,142 |
| 30 | $14,656 | $0 | $14,656 |
- 0.76%SSUS
- 0.00%TACU, cheaper
- Middle half of US Active Equity funds
- Median 0.68%
TACU cheapest of 121 funds
SSUS 81st cheapest of 121 funds
SSUS vs TACU Dividends
- SSUS 0.45%
- TACU
- SSUS $0.25
- TACU None
- SSUS $0.25
- TACU
- SSUS Dec 29, 2025
- TACU
- SSUS Dec 30, 2025
- TACU
- SSUS Annual
- TACU
Distribution history
SSUS vs TACU Risk
Fall from peak · 5 years
Risk facts
- Volatility
- SSUS 12.1%TACU
- Return per unit of risk
- SSUS 1.18TACU
- Worst fall
- SSUS −23.4%TACU
- Market sensitivity
- SSUS 0.86TACU 0.96
Popular comparisons
- 0.76% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.76% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.76% · 0.17%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.17%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.