TACK vs. SWAN
Compare and contrast key facts about Fairlead Tactical Sector Fund (TACK) and Amplify BlackSwan Growth & Treasury Core ETF (SWAN).
TACK and SWAN 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. SWAN is a passively managed fund by Amplify that tracks the performance of the S-Network BlackSwan Core Index. It was launched on Nov 6, 2018.
Performance
TACK vs. SWAN - Performance Comparison
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TACK vs. SWAN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
TACK Fairlead Tactical Sector Fund | 1.74% | 10.93% | 11.76% | 7.43% | -5.41% |
SWAN Amplify BlackSwan Growth & Treasury Core ETF | -3.58% | 13.93% | 13.44% | 12.07% | -19.91% |
Returns By Period
In the year-to-date period, TACK achieves a 1.74% return, which is significantly higher than SWAN's -3.58% return.
TACK
- 1D
- 1.80%
- 1M
- -4.15%
- YTD
- 1.74%
- 6M
- 1.90%
- 1Y
- 13.24%
- 3Y*
- 9.26%
- 5Y*
- —
- 10Y*
- —
SWAN
- 1D
- 1.86%
- 1M
- -5.08%
- YTD
- -3.58%
- 6M
- -2.03%
- 1Y
- 11.49%
- 3Y*
- 9.86%
- 5Y*
- 2.53%
- 10Y*
- —
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TACK vs. SWAN - Expense Ratio Comparison
TACK has a 0.76% expense ratio, which is higher than SWAN's 0.49% expense ratio.
Return for Risk
TACK vs. SWAN — Risk / Return Rank
TACK
SWAN
TACK vs. SWAN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fairlead Tactical Sector Fund (TACK) and Amplify BlackSwan Growth & Treasury Core ETF (SWAN). 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.
| TACK | SWAN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.18 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.70 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.68 | -0.19 |
Martin ratioReturn relative to average drawdown | 7.15 | 6.45 | +0.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TACK | SWAN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.18 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.23 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.49 | +0.08 |
Correlation
The correlation between TACK and SWAN is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
TACK vs. SWAN - Dividend Comparison
TACK's dividend yield for the trailing twelve months is around 1.25%, less than SWAN's 3.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
TACK Fairlead Tactical Sector Fund | 1.25% | 1.18% | 1.26% | 1.29% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% |
SWAN Amplify BlackSwan Growth & Treasury Core ETF | 3.04% | 2.86% | 2.54% | 2.98% | 2.12% | 5.04% | 1.64% | 3.69% | 0.29% |
Drawdowns
TACK vs. SWAN - Drawdown Comparison
The maximum TACK drawdown since its inception was -14.49%, smaller than the maximum SWAN drawdown of -31.04%. Use the drawdown chart below to compare losses from any high point for TACK and SWAN.
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Drawdown Indicators
| TACK | SWAN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.49% | -31.04% | +16.55% |
Max Drawdown (1Y)Largest decline over 1 year | -9.74% | -7.05% | -2.69% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.04% | — |
Current DrawdownCurrent decline from peak | -4.15% | -5.18% | +1.03% |
Average DrawdownAverage peak-to-trough decline | -4.31% | -9.07% | +4.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.02% | 1.83% | +0.19% |
Volatility
TACK vs. SWAN - Volatility Comparison
Fairlead Tactical Sector Fund (TACK) and Amplify BlackSwan Growth & Treasury Core ETF (SWAN) have volatilities of 4.13% and 4.11%, 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.
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Volatility by Period
| TACK | SWAN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 4.11% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 7.47% | 6.86% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.25% | 9.77% | +3.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.33% | 11.27% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.33% | 12.50% | -1.17% |