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SURE vs TACU

AdvisorShares Insider Advantage ETF

SURECNYSE Arca

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

TACUANYSE Arca

Overlap

Expense ratio

TACU −0.90pt a year

SURE0.90%TACU0.00%

Avg volume · 30D

TACU 7.7×the volume

SURE606TACU4.65K

SURE vs TACU Performance

Dec 31, 2025 – Nov 9, 2026

+22.8%SURE+11.0%TACU

Dec 31, 2025 to Nov 9, 2026. SURE +22.8%. TACU +11.0%. Use the arrow keys to read each point.−5%0%5%15%Dec 2025Jun 2026Nov 2026
Expense ratio
SURE 0.90%
TACU 0.00%, better
Fund size
SURE $58M
TACU $18M
1Y total return
SURE +29.2%
TACU No data
Yield (12M)
SURE 0.82%
TACU No data
Holdings
SURE 101
TACU 424
Avg volume (30D)
SURE 606 sh
TACU 4.65K sh, better
NAV per share
SURE $153.58
TACU $26.97
52W range

ETF.net Grade

SURE: Cost 23, Risk 67, Mission 78, Tradability 36, Holdings 89, Durability 67. TACU: Cost 99, Risk 63, Mission 81, Tradability 51, Holdings 81, Durability 45.
Pillar letters and Scores for SURE, TACU, with each pillar’s weight
PillarSURETACU
Cost30% weightF23A99Higher
Mission25% weightA78A81Higher
Risk15% weightB67HigherB63
Tradability15% weightD36C51Higher
Holdings10% weightA89HigherA81
Durability5% weightB67HigherC45

Rank among US Active Equity funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. SURE and TACU are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.

US Active Equity⁠

Category · 121 funds
See all 121 ›

TACU ranks 10th and SURE 70th of 121 funds in the US Active Equity Category.

  1. Rank 8APQUSPictet AI Enhanced US Equity ETFScore 77
  2. Rank 10ATACUT. Rowe Price Active Core U.S. Equity ETFScore 76
  3. Rank 11ANOEQNorthern Trust US Equity ETFScore 75
  4. Rank 67CHGROHedgeye Quality Growth ETFScore 47
  5. Rank 70CSUREAdvisorShares Insider Advantage ETFScore 46
  6. Rank 71CBEEZHoneytree U.S. Equity ETFScore 45

Our read on each fund

ETF.net Research

SURECAdvisorShares Insider Advantage ETF

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

In short

SURE An actively managed, roughly 100-stock US portfolio that weights every holding the same and screens for profitability. A 2011-vintage boutique in a corner of the market now ruled by ultra-cheap quant giants.

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

SURE 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

  • SURE Equal weight across about 100 US names, so no single mega-cap dominates the portfolio, with profitability built into the selection screen rather than bolted on afterward.
  • Live since 2011, which means the strategy has run through real market cycles rather than arriving as a fresh backtest.
  • The stock book is the strongest part of the package: a diversified, all-US equity sleeve under a plain 1940 Act fund wrapper with a single mandate, long-term capital appreciation.
  • 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

  • SURE Cost is the trade-off: 1.00% a year against a 0.65% median for active US equity funds, while systematic rivals like DFAU (0.12%) and AVLC (0.15%) charge a sliver of that.
  • Thinly traded for its category, so limit orders matter and spreads can widen when markets get jumpy.
  • Distributions land once or twice a year, not monthly. The mandate is capital appreciation, not an income stream.
  • 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 SURE profile⁠

Full TACU profile⁠

SURE 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.

SURE vs TACU Cost

Overpaying SURE vs TACU

$17,040

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • SURE 0.90%

    $17,040

  • TACU 0.00%

    $0

$10,000
30 years

Cost over time

  • SURE 0.90%
  • TACU 0.00%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530SURE $17,040TACU $0

Year by year

YearSURETACUOverpaying
10$1,593$0$1,593
20$6,015$0$6,015
30$17,040$0$17,040

Expense ratio

  • 0.90%SURE
  • 0.00%TACU, cheaper
  • Middle half of US Active Equity funds
  • Median 0.68%

TACU cheapest of 121 funds

SURE 94th cheapest of 121 funds

SURE vs TACU Dividends

Last 12 months to Nov 9, 2026
Yield (12M)
SURE 0.82%
TACU No data
Payout (12M)
SURE $1.29
TACU None
Last payment
SURE $1.29
TACU No data
Ex-dividend
SURE Dec 22, 2025
TACU No data
Paid on
SURE Dec 29, 2025
TACU No data
Frequency
SURE Annual
TACU No data

Distribution history

Per share, 2017 to 2026, same scale for both

SUREAnnual · 9 paymentsAll SURE payments⁠
One bar per payment. 9 payments from 2017 to 2026 YTD. Dec 27, 2017 $0.47; Dec 27, 2018 $0.74; Dec 27, 2019 $0.82; Dec 24, 2020 $1.02; Dec 23, 2021 $1.06; Dec 23, 2022 $1.48; Dec 26, 2023 $1.16; Dec 23, 2024 $0.79; Dec 22, 2025 $1.29. Use the arrow keys to read each point.$0$12017202020232026YTD
TACUAll TACU payments⁠

No distribution history available.

SURE vs TACU Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
SURE 13.9%TACU No data
Return per unit of riskSharpe ratio, 3 years
SURE 1.09TACU No data
Worst fallMax drawdown, 5 years
SURE −23.7%TACU No data
Market sensitivityBeta, 5 years
SURE 0.92TACU 0.97

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