EZRO vs. TACK
EZRO (AlphaDroid Defensive Sector Rotation ETF) and TACK (Fairlead Tactical Sector Fund) are both Tactical Allocation funds. Both are actively managed. A 0.58 correlation means they provide meaningful diversification when combined. EZRO charges 1.01%/yr vs 0.76%/yr for TACK.
Performance
EZRO vs. TACK - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with EZRO having a 5.24% return and TACK slightly higher at 5.35%.
EZRO
- 1D
- 0.26%
- 1M
- -5.18%
- YTD
- 5.24%
- 6M
- 4.34%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TACK
- 1D
- 0.54%
- 1M
- 0.52%
- YTD
- 5.35%
- 6M
- 4.68%
- 1Y
- 14.49%
- 3Y*
- 11.23%
- 5Y*
- —
- 10Y*
- —
EZRO vs. TACK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | 5.24% | -3.19% |
TACK Fairlead Tactical Sector Fund | 5.35% | -0.28% |
Correlation
The correlation between EZRO and TACK is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 16, 2025 | 0.58 |
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Return for Risk
EZRO vs. TACK — Risk / Return Rank
EZRO
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TACK
EZRO vs. TACK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AlphaDroid Defensive Sector Rotation ETF (EZRO) and Fairlead Tactical Sector Fund (TACK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EZRO | TACK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.25 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.49 | — |
| Martin ratioReturn relative to average drawdown | — | 7.77 | — |
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Drawdowns
EZRO vs. TACK - Drawdown Comparison
The maximum EZRO drawdown since its inception was -12.08%, smaller than the maximum TACK drawdown of -14.49%. Use the drawdown chart below to compare losses from any high point for EZRO and TACK.
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Drawdown Indicators
| EZRO | TACK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.08% | -14.49% | +2.41% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.85% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.49% | — |
Current DrawdownCurrent decline from peak | -6.58% | -0.76% | -5.82% |
Average DrawdownAverage peak-to-trough decline | -3.89% | -4.19% | +0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.87% | — |
Volatility
EZRO vs. TACK - Volatility Comparison
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Volatility by Period
| EZRO | TACK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.83% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.35% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.62% | 9.70% | +10.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.62% | 11.23% | +9.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.62% | 11.23% | +9.39% |
EZRO vs. TACK - Expense Ratio Comparison
EZRO has a 1.01% expense ratio, which is higher than TACK's 0.76% expense ratio.
Dividends
EZRO vs. TACK - Dividend Comparison
EZRO has not paid dividends to shareholders, while TACK's dividend yield for the trailing twelve months is around 1.21%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
EZRO AlphaDroid Defensive Sector Rotation ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TACK Fairlead Tactical Sector Fund | 1.21% | 1.18% | 1.26% | 1.29% | 0.89% |
Frequently Asked Questions
EZRO and TACK have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TACK is cheaper at 0.76% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TACK is cheaper with a 0.76% expense ratio, compared with 1.01% for EZRO.
TACK has the higher dividend yield at 1.21%, compared with 0.00% for EZRO.
They also come from different issuers: AlphaDroid and Fairlead. Their fees differ too: 1.01% for EZRO and 0.76% for TACK.
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