TACK vs. ESBG
TACK (Fairlead Tactical Sector Fund) and ESBG (First Trust Enhanced Stocks, Bonds & Gold ETF) are both Tactical Allocation funds. Both are actively managed. Their 0.54 correlation means they have sometimes moved together and sometimes differently. TACK charges 0.76%/yr vs 0.95%/yr for ESBG.
Performance
TACK vs. ESBG - Performance Comparison
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Returns By Period
In the year-to-date period, TACK achieves a 6.97% return, which is significantly higher than ESBG's -2.79% return.
TACK
- 1D
- -0.29%
- 1M
- 0.21%
- 6M
- 4.39%
- YTD
- 6.97%
- 1Y
- 13.84%
- 3Y*
- 11.31%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.00%
ESBG
- 1D
- -0.46%
- 1M
- -2.07%
- 6M
- -11.15%
- YTD
- -2.79%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.83K | $6.10K | $15.77K | |
| $1.44M | $853.39K | $723.87K |
TACK vs. ESBG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TACK Fairlead Tactical Sector Fund | 6.97% | 2.58% |
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF | -2.79% | 5.67% |
Correlation
The correlation between TACK and ESBG is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025 | 0.54 |
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Return for Risk
TACK vs. ESBG — Risk / Return Rank
TACK
ESBG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TACK vs. ESBG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fairlead Tactical Sector Fund (TACK) and First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG). 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.
| TACK | ESBG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | — | — |
| Martin ratioReturn relative to average drawdown | 7.15 | — | — |
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Drawdowns
TACK vs. ESBG - Drawdown Comparison
The maximum TACK drawdown since its inception was -14.49%, smaller than the maximum ESBG drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for TACK and ESBG.
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Drawdown Indicators
| TACK | ESBG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.49% | -18.84% | +4.35% |
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 | -1.18% | -17.57% | +16.39% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -8.52% | +4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | — | — |
Volatility
TACK vs. ESBG - Volatility Comparison
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Volatility by Period
| TACK | ESBG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.39% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 7.30% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.67% | 25.17% | -15.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.16% | 25.17% | -14.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.16% | 25.17% | -14.01% |
TACK vs. ESBG - Expense Ratio Comparison
TACK has a 0.76% expense ratio, which is lower than ESBG's 0.95% expense ratio.
Dividends
TACK vs. ESBG - Dividend Comparison
TACK's dividend yield for the trailing twelve months is around 1.30%, more than ESBG's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF | 1.12% | 0.24% | 0.00% | 0.00% | 0.00% |
TACK Fairlead Tactical Sector Fund | 1.30% | 1.18% | 1.26% | 1.29% | 0.89% |
Frequently Asked Questions
TACK and ESBG have a correlation of 0.54, 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 0.95% for ESBG.
TACK has the higher dividend yield at 1.30%, compared with 1.12% for ESBG.
They also come from different issuers: Fairlead and First Trust. Their fees differ too: 0.76% for TACK and 0.95% for ESBG.
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