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TACK vs FFEM

Fairlead Tactical Sector Fund vs Fidelity Fundamental Emerging M

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

FFEM

Fidelity Fundamental Emerging M

Annual cost

0.60%

Fund size

$43M

Key differences

TACK is a mixed asset ETF, while FFEM is an equity ETF. TACK charges 0.69% a year and FFEM 0.60%.

  • TACK is a mixed asset fund, while FFEM is an equity fund. They carry different risk/return profiles.
  • TACK covers North America; FFEM covers emerging markets.
  • FFEM costs 0.09% less per year.
  • TACK is much larger than FFEM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TACKFFEM
Annual cost (TER)0.69%0.60%
Fund size (AUM)$283M$43M
Since20222024
Dividend yield1.22%1.20%
Asset classmixed assetequity
Regionnorth americaemerging markets
Strategyactive selectionactive selection
CAGR 1Y-88.6%+57.3%
CAGR 3Y-48.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.41N/A
Volatility 1Y90.59%23.24%
Max drawdown-90.38%-16.29%

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

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