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TACK vs FELC

Fairlead Tactical Sector Fund vs Fidelity Enhanced Large Cap Core ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

FELC

Fidelity Enhanced Large Cap Core ETF

Annual cost

0.18%

Fund size

$7.6B

Key differences

TACK is a mixed asset ETF, while FELC is an equity ETF. TACK charges 0.69% a year and FELC 0.18%.

  • TACK is a mixed asset fund, while FELC is an equity fund. They carry different risk/return profiles.
  • FELC costs 0.51% less per year.
  • FELC is much larger than TACK. Larger funds are usually more liquid and less likely to close.
  • FELC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TACKFELC
Annual cost (TER)0.69%0.18%
Fund size (AUM)$283M$7.6B
Since20222007
Dividend yield1.22%0.85%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-88.6%+25.1%
CAGR 3Y-48.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.41N/A
Volatility 1Y90.59%12.45%
Max drawdown-90.38%-18.59%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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