TACU vs TOS

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

TOSCTwin Oak Strategic Solutions ETF

In short

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.

TOS Twin Oak's go-anywhere US stock fund: one active mandate that roams from mega caps to small caps, holds shares or whole ETFs, and can reach for derivatives. Launched January 2026 at 0.36% net of a waiver through December 31, 2026, under the typical active US equity fee.

Stated mandate

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.

TOS The Fund seeks total return through active management of domestic equity securities across all market capitalizations.

Why people hold it

• 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

• TOS 0.36% net of a waiver through December 31, 2026 undercuts the typical active US equity fee, though cheaper index-style peers exist, like DFAU (0.12%) and AVLC (0.15%).
• Wide mandate: US stocks of any size, held directly or through other ETFs (including Twin Oak's own), with derivatives permitted.twinoaketfs.com
• Total return is the stated goal, not a yield target or a single market-cap lane.twinoaketfs.com

Worth knowing

• 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.

• TOS The 0.36% is net of a waiver through December 31, 2026; gross is 0.76%, so the sticker price depends on that waiver staying in place.
• Thinly traded with a modest asset base, so spreads and order size matter more here than in the category's heavyweights.
• Launched January 2026, so the record is short, and the flexible toolkit (other ETFs, derivatives, affiliated funds) makes the holdings harder to eyeball than an index fund's.twinoaketfs.com

Full TACU profile⁠

Full TOS profile⁠