TACK vs. VOO
Compare and contrast key facts about Fairlead Tactical Sector Fund (TACK) and Vanguard S&P 500 ETF (VOO).
TACK and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TACK or VOO.
Correlation
The correlation between TACK and VOO 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. VOO - Performance Comparison
Key characteristics
TACK:
0.52
VOO:
0.54
TACK:
0.83
VOO:
0.88
TACK:
1.11
VOO:
1.13
TACK:
0.51
VOO:
0.55
TACK:
2.00
VOO:
2.27
TACK:
3.71%
VOO:
4.55%
TACK:
14.27%
VOO:
19.19%
TACK:
-14.49%
VOO:
-33.99%
TACK:
-7.34%
VOO:
-9.90%
Returns By Period
In the year-to-date period, TACK achieves a -1.80% return, which is significantly higher than VOO's -5.74% return.
TACK
-1.80%
-1.95%
-3.75%
7.80%
N/A
N/A
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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TACK vs. VOO - Expense Ratio Comparison
TACK has a 0.76% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TACK vs. VOO — Risk-Adjusted Performance Rank
TACK
VOO
TACK vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fairlead Tactical Sector Fund (TACK) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
TACK's dividend yield for the trailing twelve months is around 1.20%, less than VOO's 1.38% 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% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TACK vs. VOO - Drawdown Comparison
The maximum TACK drawdown since its inception was -14.49%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TACK and VOO. For additional features, visit the drawdowns tool.
Volatility
TACK vs. VOO - Volatility Comparison
The current volatility for Fairlead Tactical Sector Fund (TACK) is 9.84%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that TACK experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.