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TACK vs FFLC

Fairlead Tactical Sector Fund vs Fidelity Fundamental Large Cap Core ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

FFLC

Fidelity Fundamental Large Cap Core ETF

Annual cost

Fund size

Key differences

TACK is a mixed asset ETF, while FFLC is an equity ETF.

  • TACK is a mixed asset fund, while FFLC is an equity fund. They carry different risk/return profiles.
  • TACK follows a active selection strategy; FFLC uses index tracking.
  • Over the last three years, FFLC has delivered higher annualized returns.

Side-by-side comparison

TACKFFLC
Annual cost (TER)0.69%
Fund size (AUM)$283M
Since2022
Dividend yield1.22%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y-88.6%+24.5%
CAGR 3Y-48.1%+22.9%
CAGR 5YN/A+15.6%
Sharpe 3Y-0.411.17
Volatility 1Y90.59%13.32%
Max drawdown-90.38%-19.72%

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

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