TACK vs. MOOD

Last updated Aug 2, 2026

TACK (Fairlead Tactical Sector Fund) and MOOD (Relative Sentiment Tactical Allocation ETF) are both Tactical Allocation funds. Both are actively managed. Over the past 3 years, TACK returned 11.31%/yr vs 19.14%/yr for MOOD. Their 0.68 correlation means they have sometimes moved together and sometimes differently. TACK charges 0.76%/yr vs 0.73%/yr for MOOD.

Performance

TACK vs. MOOD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fairlead Tactical Sector Fund (TACK) and Relative Sentiment Tactical Allocation ETF (MOOD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TACK achieves a 6.97% return, which is significantly lower than MOOD's 13.27% 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%

MOOD

• 1D: 0.04%
• 1M: -0.12%
• 6M: 5.83%
• YTD: 13.27%
• 1Y: 32.12%
• 3Y*: 19.14%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 15.16%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
MOOD Relative Sentiment Tactical Allocation ETF	$594.91K	$566.29K	$735.34K
TACK Fairlead Tactical Sector Fund	$1.44M	$853.39K	$723.87K

TACK vs. MOOD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
TACK Fairlead Tactical Sector Fund	6.97%	10.93%	11.76%	7.43%	-1.74%
MOOD Relative Sentiment Tactical Allocation ETF	13.27%	30.39%	12.53%	12.56%	-3.31%

Correlation

The correlation between TACK and MOOD is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.66
Correlation (3Y) Balances recent behavior with more history.	0.75
Correlation (All Time) Calculated using the full available price history since May 19, 2022	0.68

The correlation between TACK and MOOD has been stable across timeframes, ranging from 0.66 to 0.75 - a consistent structural relationship.

TACK vs. MOOD - Sectors Allocation Comparison

Sectors	TACK	MOOD
Healthcare	13.3%	9.0%
Real Estate	12.8%	2.1%
Utilities	12.6%	2.2%
Technology	12.4%	33.5%
Consumer Defensive	12.4%	4.4%
Industrials	12.3%	9.9%
Energy	11.2%	3.0%
Basic Materials	10.6%	5.9%
Consumer Cyclical	2.2%	9.0%
Communication Services	0.1%	8.6%
Financial Services	-	12.4%

Return for Risk

TACK vs. MOOD — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

TACK

TACK Risk / Return Rank: 59
TACK Sharpe Ratio Rank: 58
TACK Sortino Ratio Rank: 58
TACK Omega Ratio Rank: 52
TACK Calmar Ratio Rank: 66
TACK Martin Ratio Rank: 60

MOOD

MOOD Risk / Return Rank: 84
MOOD Sharpe Ratio Rank: 89
MOOD Sortino Ratio Rank: 80
MOOD Omega Ratio Rank: 90
MOOD Calmar Ratio Rank: 85
MOOD Martin Ratio Rank: 78

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TACK vs. MOOD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fairlead Tactical Sector Fund (TACK) and Relative Sentiment Tactical Allocation ETF (MOOD). 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	MOOD	Difference
Sharpe ratio: Return per unit of total volatility	1.38	2.14	-0.76
Sortino ratio: Return per unit of downside risk	1.98	2.57	-0.59
Omega ratio: Gain probability vs. loss probability	1.23	1.42	-0.18
Calmar ratio: Return relative to maximum drawdown	2.28	3.23	-0.96
Martin ratio: Return relative to average drawdown	7.15	9.79	-2.63

TACK vs. MOOD - Sharpe Ratio Comparison

The current TACK Sharpe Ratio is 1.38, which is lower than the MOOD Sharpe Ratio of 2.14. The chart below compares the historical Sharpe Ratios of TACK and MOOD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

TACK vs. MOOD - Drawdown Comparison

The maximum TACK drawdown since its inception was -14.49%, roughly equal to the maximum MOOD drawdown of -14.34%. Use the drawdown chart below to compare losses from any high point for TACK and MOOD.

Drawdown Indicators

	TACK	MOOD	Difference
Max Drawdown Largest peak-to-trough decline	-14.49%	-14.34%	-0.15%
Max Drawdown (1Y) Largest decline over 1 year	-5.85%	-9.71%	+3.86%
Max Drawdown (3Y) Largest decline over 3 years	-14.49%	-9.71%	-4.78%
Current Drawdown Current decline from peak	-1.18%	-2.08%	+0.90%
Average Drawdown Average peak-to-trough decline	-4.09%	-2.30%	-1.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.86%	3.20%	-1.34%

Volatility

TACK vs. MOOD - Volatility Comparison

Fairlead Tactical Sector Fund (TACK) and Relative Sentiment Tactical Allocation ETF (MOOD) have volatilities of 2.39% and 2.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TACK	MOOD	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.39%	2.45%	-0.06%
Volatility (6M) Calculated over the trailing 6-month period	7.30%	12.23%	-4.93%
Volatility (1Y) Calculated over the trailing 1-year period	9.67%	14.69%	-5.02%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.16%	12.09%	-0.93%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.16%	12.09%	-0.93%

TACK vs. MOOD - Expense Ratio Comparison

TACK has a 0.76% expense ratio, which is higher than MOOD's 0.73% expense ratio.

Dividends

TACK vs. MOOD - Dividend Comparison

TACK's dividend yield for the trailing twelve months is around 1.30%, more than MOOD's 0.36% yield.

Position	TTM	2025	2024	2023	2022
MOOD Relative Sentiment Tactical Allocation ETF	0.36%	0.40%	1.33%	1.34%	1.43%
TACK Fairlead Tactical Sector Fund	1.30%	1.18%	1.26%	1.29%	0.89%

Frequently Asked Questions

Can I hold both TACK and MOOD in my portfolio?

TACK and MOOD have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TACK or MOOD?

MOOD has higher volatility (2.45%) compared to TACK (2.39%). In terms of maximum drawdown, TACK dropped -14.49% vs MOOD's -14.34%.

Which ETF is better, TACK or MOOD?

On 3-year performance, MOOD leads with 19.14% vs 11.31% for TACK. On fees, MOOD is cheaper at 0.73% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, TACK or MOOD?

Over the 3-year period, MOOD has performed better with a 19.14% return vs 11.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, TACK or MOOD?

MOOD is cheaper with a 0.73% expense ratio, compared with 0.76% for TACK.

Which ETF pays a higher dividend yield, TACK or MOOD?

TACK has the higher dividend yield at 1.30%, compared with 0.36% for MOOD.

What is the main difference between TACK and MOOD?

They also come from different issuers: Fairlead and Alpha Architect. Their fees differ too: 0.76% for TACK and 0.73% for MOOD.

Which has better risk-adjusted returns?

MOOD currently has the higher Sharpe Ratio (2.14 vs 1.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.