TACK vs. VOO

Last updated Jun 23, 2026

TACK (Fairlead Tactical Sector Fund) and VOO (Vanguard S&P 500 ETF) are both exchange-traded funds - TACK is a Tactical Allocation fund actively managed by Fairlead, while VOO is a S&P 500 fund tracking the S&P 500 Index. TACK is actively managed, while VOO is passively managed. Over the past 3 years, TACK returned 11.23%/yr vs 21.36%/yr for VOO. A 0.68 correlation means they provide meaningful diversification when combined. TACK charges 0.76%/yr vs 0.03%/yr for VOO.

Performance

TACK vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fairlead Tactical Sector Fund (TACK) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TACK achieves a 5.35% return, which is significantly lower than VOO's 9.75% return.

TACK

• 1D: 0.54%
• 1M: 0.52%
• YTD: 5.35%
• 6M: 4.68%
• 1Y: 14.49%
• 3Y*: 11.23%
• 5Y*: —
• 10Y*: —

VOO

• 1D: -0.29%
• 1M: 0.08%
• YTD: 9.75%
• 6M: 9.30%
• 1Y: 26.77%
• 3Y*: 21.36%
• 5Y*: 13.58%
• 10Y*: 15.77%

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

TACK vs. VOO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
TACK Fairlead Tactical Sector Fund	5.35%	10.93%	11.76%	7.43%	-5.75%
VOO Vanguard S&P 500 ETF	9.75%	17.82%	24.98%	26.32%	-13.85%

Correlation

The correlation between TACK and VOO is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.73
Correlation (3Y) Calculated over the trailing 3-year period	0.82
Correlation (All Time) Calculated using the full available price history since Mar 23, 2022	0.68

The correlation between TACK and VOO shifts across timeframes, from 0.68 (all time) to 0.82 (3 years), reflecting how their relationship changes across market environments.

TACK vs. VOO - Sectors Allocation Comparison

Sectors	TACK	VOO
Technology	14.8%	39.1%
Healthcare	12.4%	8.3%
Real Estate	12.3%	1.8%
Consumer Defensive	12.3%	4.5%
Industrials	12.0%	7.6%
Utilities	11.9%	2.5%
Energy	11.5%	3.2%
Basic Materials	10.8%	1.7%
Consumer Cyclical	1.7%	9.8%
Communication Services	0.2%	10.5%
Financial Services	-	10.9%

Return for Risk

TACK vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TACK

TACK Risk / Return Rank: 45
TACK Sharpe Ratio Rank: 44
TACK Sortino Ratio Rank: 44
TACK Omega Ratio Rank: 39
TACK Calmar Ratio Rank: 52
TACK Martin Ratio Rank: 48

VOO

VOO Risk / Return Rank: 68
VOO Sharpe Ratio Rank: 70
VOO Sortino Ratio Rank: 67
VOO Omega Ratio Rank: 69
VOO Calmar Ratio Rank: 63
VOO Martin Ratio Rank: 74

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TACK vs. VOO - Risk-Adjusted Trends 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.

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	VOO	Difference
Sharpe ratio: Return per unit of total volatility	1.50	2.17	-0.67
Sortino ratio: Return per unit of downside risk	2.14	2.93	-0.79
Omega ratio: Gain probability vs. loss probability	1.25	1.39	-0.14
Calmar ratio: Return relative to maximum drawdown	2.49	3.02	-0.53
Martin ratio: Return relative to average drawdown	7.77	13.58	-5.81

TACK vs. VOO - Sharpe Ratio Comparison

The current TACK Sharpe Ratio is 1.50, which is lower than the VOO Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of TACK and VOO, 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. 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.

Drawdown Indicators

	TACK	VOO	Difference
Max Drawdown Largest peak-to-trough decline	-14.49%	-33.99%	+19.50%
Max Drawdown (1Y) Largest decline over 1 year	-5.85%	-8.90%	+3.05%
Max Drawdown (3Y) Largest decline over 3 years	-14.49%	-18.69%	+4.20%
Max Drawdown (5Y) Largest decline over 5 years	—	-24.52%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-33.99%	—
Current Drawdown Current decline from peak	-0.76%	-1.74%	+0.98%
Average Drawdown Average peak-to-trough decline	-4.19%	-3.68%	-0.51%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.87%	1.98%	-0.11%

Volatility

TACK vs. VOO - Volatility Comparison

The current volatility for Fairlead Tactical Sector Fund (TACK) is 2.83%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.60%. 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.

Volatility by Period

	TACK	VOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.83%	4.60%	-1.77%
Volatility (6M) Calculated over the trailing 6-month period	7.35%	9.73%	-2.38%
Volatility (1Y) Calculated over the trailing 1-year period	9.70%	12.39%	-2.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.23%	16.90%	-5.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.23%	18.05%	-6.82%

TACK vs. VOO - Expense Ratio Comparison

TACK has a 0.76% expense ratio, which is higher than VOO's 0.03% expense ratio.

Dividends

TACK vs. VOO - Dividend Comparison

TACK's dividend yield for the trailing twelve months is around 1.21%, more than VOO's 1.04% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TACK Fairlead Tactical Sector Fund	1.21%	1.18%	1.26%	1.29%	0.89%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VOO Vanguard S&P 500 ETF	1.04%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%

Frequently Asked Questions

Can I hold both TACK and VOO in my portfolio?

TACK and VOO have a correlation of 0.73, 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 VOO?

VOO has higher volatility (4.60%) compared to TACK (2.83%). In terms of maximum drawdown, TACK dropped -14.49% vs VOO's -33.99%.

Which ETF is better, TACK or VOO?

On 3-year performance, VOO leads with 21.36% vs 11.23% for TACK. On fees, VOO is cheaper at 0.03% per year. On volatility, TACK has been the lower-risk option at 2.83%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, TACK or VOO?

Over the 3-year period, VOO has performed better with a 21.36% return vs 11.23%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, TACK or VOO?

VOO is cheaper with a 0.03% expense ratio, compared with 0.76% for TACK.

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

TACK has the higher dividend yield at 1.21%, compared with 1.04% for VOO.

What is the main difference between TACK and VOO?

TACK is categorized as Tactical Allocation, while VOO is S&P 500. They also come from different issuers: Fairlead and Vanguard. Their fees differ too: 0.76% for TACK and 0.03% for VOO.

Which has better risk-adjusted returns?

VOO currently has the higher Sharpe Ratio (2.17 vs 1.50), 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.