TACK vs. EZRO
TACK (Fairlead Tactical Sector Fund) and EZRO (AlphaDroid Defensive Sector Rotation ETF) are both Tactical Allocation funds. Both are actively managed. Their 0.45 correlation means their historical movements had little consistent relationship. TACK charges 0.76%/yr vs 1.01%/yr for EZRO.
Performance
TACK vs. EZRO - Performance Comparison
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Returns By Period
In the year-to-date period, TACK achieves a 7.34% return, which is significantly higher than EZRO's -2.25% return.
TACK
- 1D
- 0.35%
- 1M
- 0.55%
- 6M
- 5.03%
- YTD
- 7.34%
- 1Y
- 14.23%
- 3Y*
- 11.90%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 7.07%
EZRO
- 1D
- 1.69%
- 1M
- -2.75%
- 6M
- -7.11%
- YTD
- -2.25%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $403.50K | $268.30K | $285.34K | |
| $1.48M | $877.08K | $738.42K |
TACK vs. EZRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
TACK Fairlead Tactical Sector Fund | 7.34% | -0.28% |
EZRO AlphaDroid Defensive Sector Rotation ETF | -2.25% | -3.19% |
Correlation
The correlation between TACK and EZRO is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 16, 2025 | 0.45 |
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Return for Risk
TACK vs. EZRO — Risk / Return Rank
TACK
EZRO
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TACK vs. EZRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fairlead Tactical Sector Fund (TACK) and AlphaDroid Defensive Sector Rotation ETF (EZRO). 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 | EZRO | 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 | 2.45 | — | — |
| Martin ratioReturn relative to average drawdown | 7.68 | — | — |
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Drawdowns
TACK vs. EZRO - Drawdown Comparison
The maximum TACK drawdown since its inception was -14.49%, smaller than the maximum EZRO drawdown of -19.08%. Use the drawdown chart below to compare losses from any high point for TACK and EZRO.
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Drawdown Indicators
| TACK | EZRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.49% | -19.08% | +4.59% |
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 | -0.84% | -13.23% | +12.39% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -5.06% | +0.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | — | — |
Volatility
TACK vs. EZRO - Volatility Comparison
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Volatility by Period
| TACK | EZRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.20% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 7.30% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.67% | 22.63% | -12.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.16% | 22.63% | -11.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.16% | 22.63% | -11.47% |
TACK vs. EZRO - Expense Ratio Comparison
TACK has a 0.76% expense ratio, which is lower than EZRO's 1.01% expense ratio.
Dividends
TACK vs. EZRO - Dividend Comparison
TACK's dividend yield for the trailing twelve months is around 1.29%, while EZRO has not paid dividends to shareholders.
| 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 | 1.29% | 1.18% | 1.26% | 1.29% | 0.89% |
Frequently Asked Questions
TACK and EZRO have a correlation of 0.45, 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 1.29%, compared with 0.00% for EZRO.
They also come from different issuers: Fairlead and AlphaDroid. Their fees differ too: 0.76% for TACK and 1.01% for EZRO.
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