Screener
TACK vs FFSM
Fairlead Tactical Sector Fund vs Fidelity Fundamental Small-Mid Cap ETF
Key differences
TACK is a mixed asset ETF, while FFSM is an equity ETF.
- TACK is a mixed asset fund, while FFSM is an equity fund. They carry different risk/return profiles.
- Over the last three years, FFSM has delivered higher annualized returns.
Side-by-side comparison
| TACK | FFSM | |
|---|---|---|
| Annual cost (TER) | 0.69% | — |
| Fund size (AUM) | $283M | — |
| Since | 2022 | — |
| Dividend yield | 1.22% | — |
| Asset class | mixed asset | equity |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | -88.6% | +40.3% |
| CAGR 3Y | -48.1% | +21.4% |
| CAGR 5Y | N/A | +10.8% |
| Sharpe 3Y | -0.41 | 0.92 |
| Volatility 1Y | 90.59% | 18.57% |
| Max drawdown | -90.38% | -26.65% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.