Screener
TACK vs FMDE
Fairlead Tactical Sector Fund vs Fidelity Enhanced Mid Cap Core ETF
Key differences
TACK is a mixed asset ETF, while FMDE is an equity ETF. TACK charges 0.69% a year and FMDE 0.23%.
- TACK is a mixed asset fund, while FMDE is an equity fund. They carry different risk/return profiles.
- TACK follows a active selection strategy; FMDE uses index enhanced.
- FMDE costs 0.46% less per year.
- FMDE is much larger than TACK. Larger funds are usually more liquid and less likely to close.
- FMDE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TACK | FMDE | |
|---|---|---|
| Annual cost (TER) | 0.69% | 0.23% |
| Fund size (AUM) | $283M | $7.0B |
| Since | 2022 | 2007 |
| Dividend yield | 1.22% | 1.11% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | -88.6% | +20.8% |
| CAGR 3Y | -48.1% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.41 | N/A |
| Volatility 1Y | 90.59% | 14.02% |
| Max drawdown | -90.38% | -21.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.