Screener
TACK vs FMAG
Fairlead Tactical Sector Fund vs Fidelity Magellan ETF
Key differences
TACK is a mixed asset ETF, while FMAG is an equity ETF. TACK charges 0.69% a year and FMAG 0.57%.
- TACK is a mixed asset fund, while FMAG is an equity fund. They carry different risk/return profiles.
- FMAG costs 0.12% less per year.
- Over the last three years, FMAG has delivered higher annualized returns.
Side-by-side comparison
| TACK | FMAG | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.57% |
| Fund size (AUM) | $283M | $258M |
| Since | 2022 | 2021 |
| Dividend yield | 1.22% | 0.08% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | -88.6% | +9.3% |
| CAGR 3Y | -48.1% | +20.3% |
| CAGR 5Y | N/A | +11.4% |
| Sharpe 3Y | -0.41 | 0.94 |
| Volatility 1Y | 90.59% | 15.06% |
| Max drawdown | -90.38% | -32.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.