TACK vs. AOR
Compare and contrast key facts about Fairlead Tactical Sector Fund (TACK) and iShares Core Growth Allocation ETF (AOR).
TACK and AOR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TACK is an actively managed fund by Fairlead. It was launched on Mar 22, 2022. AOR is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Growth Index. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TACK or AOR.
Correlation
The correlation between TACK and AOR is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TACK vs. AOR - Performance Comparison
Key characteristics
TACK:
0.52
AOR:
0.80
TACK:
0.83
AOR:
1.20
TACK:
1.11
AOR:
1.17
TACK:
0.51
AOR:
0.90
TACK:
2.00
AOR:
4.10
TACK:
3.71%
AOR:
2.14%
TACK:
14.27%
AOR:
10.95%
TACK:
-14.49%
AOR:
-24.44%
TACK:
-7.34%
AOR:
-3.14%
Returns By Period
In the year-to-date period, TACK achieves a -1.80% return, which is significantly lower than AOR's 0.36% return.
TACK
-1.80%
-1.95%
-3.75%
7.80%
N/A
N/A
AOR
0.36%
-1.14%
-0.09%
9.36%
8.17%
5.84%
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TACK vs. AOR - Expense Ratio Comparison
TACK has a 0.76% expense ratio, which is higher than AOR's 0.25% expense ratio.
Risk-Adjusted Performance
TACK vs. AOR — Risk-Adjusted Performance Rank
TACK
AOR
TACK vs. AOR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fairlead Tactical Sector Fund (TACK) and iShares Core Growth Allocation ETF (AOR). 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.
Dividends
TACK vs. AOR - Dividend Comparison
TACK's dividend yield for the trailing twelve months is around 1.20%, less than AOR's 2.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TACK Fairlead Tactical Sector Fund | 1.20% | 1.26% | 1.30% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AOR iShares Core Growth Allocation ETF | 2.71% | 2.66% | 2.50% | 2.12% | 1.64% | 1.89% | 2.56% | 2.49% | 4.51% | 2.16% | 2.12% | 2.11% |
Drawdowns
TACK vs. AOR - Drawdown Comparison
The maximum TACK drawdown since its inception was -14.49%, smaller than the maximum AOR drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for TACK and AOR. For additional features, visit the drawdowns tool.
Volatility
TACK vs. AOR - Volatility Comparison
Fairlead Tactical Sector Fund (TACK) has a higher volatility of 9.84% compared to iShares Core Growth Allocation ETF (AOR) at 7.56%. This indicates that TACK's price experiences larger fluctuations and is considered to be riskier than AOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.