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TACK vs FMCE

Fairlead Tactical Sector Fund vs FM Compounders Equity ETF

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

FMCE

FM Compounders Equity ETF

Annual cost

0.72%

Fund size

$68M

Key differences

TACK is a mixed asset ETF, while FMCE is an equity ETF. TACK charges 0.69% a year and FMCE 0.72%.

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

Side-by-side comparison

TACKFMCE
Annual cost (TER)0.69%0.72%
Fund size (AUM)$283M$68M
Since20222024
Dividend yield1.22%0.77%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y-88.6%+10.6%
CAGR 3Y-48.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y-0.41N/A
Volatility 1Y90.59%12.61%
Max drawdown-90.38%-11.69%

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

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