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TACK vs FFLV

Fairlead Tactical Sector Fund vs Fidelity Fundamental Large Cap

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

FFLV

Fidelity Fundamental Large Cap

Annual cost

0.38%

Fund size

$16M

Key differences

TACK is a mixed asset ETF, while FFLV is an equity ETF. TACK charges 0.69% a year and FFLV 0.38%.

  • TACK is a mixed asset fund, while FFLV is an equity fund. They carry different risk/return profiles.
  • FFLV costs 0.31% less per year.
  • TACK is much larger than FFLV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TACKFFLV
Annual cost (TER)0.69%0.38%
Fund size (AUM)$283M$16M
Since20222024
Dividend yield1.22%1.47%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-88.6%+28.9%
CAGR 3Y-48.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.41N/A
Volatility 1Y90.59%11.54%
Max drawdown-90.38%-16.71%

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

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