TACK vs. WAMA
TACK (Fairlead Tactical Sector Fund) and WAMA (WisdomTree U.S. Adaptive Moving Average Fund) are both Tactical Allocation funds. TACK is actively managed, while WAMA is passively managed. At a 0.32 correlation, their price movements are largely independent. TACK charges 0.76%/yr vs 0.32%/yr for WAMA.
Performance
TACK vs. WAMA - Performance Comparison
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Returns By Period
TACK
- 1D
- 0.13%
- 1M
- 1.95%
- YTD
- 4.86%
- 6M
- 5.12%
- 1Y
- 13.26%
- 3Y*
- 11.07%
- 5Y*
- —
- 10Y*
- —
WAMA
- 1D
- -0.73%
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TACK vs. WAMA - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
TACK Fairlead Tactical Sector Fund | 0.72% |
WAMA WisdomTree U.S. Adaptive Moving Average Fund | 2.77% |
Correlation
The correlation between TACK and WAMA is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 7, 2026 | 0.32 |
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Return for Risk
TACK vs. WAMA — Risk / Return Rank
TACK
WAMA
TACK vs. WAMA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fairlead Tactical Sector Fund (TACK) and WisdomTree U.S. Adaptive Moving Average Fund (WAMA). 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 | WAMA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.28 | — | — |
| Martin ratioReturn relative to average drawdown | 7.16 | — | — |
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 | WAMA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 4.87 | -4.26 |
Drawdowns
TACK vs. WAMA - Drawdown Comparison
The maximum TACK drawdown since its inception was -14.49%, which is greater than WAMA's maximum drawdown of -1.91%. Use the drawdown chart below to compare losses from any high point for TACK and WAMA.
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Drawdown Indicators
| TACK | WAMA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.49% | -1.91% | -12.58% |
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 | -1.21% | -0.73% | -0.48% |
Average DrawdownAverage peak-to-trough decline | -4.23% | -0.39% | -3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | — | — |
Volatility
TACK vs. WAMA - Volatility Comparison
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Volatility by Period
| TACK | WAMA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.43% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 7.06% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 9.46% | 9.20% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.23% | 9.20% | +2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.23% | 9.20% | +2.03% |
TACK vs. WAMA - Expense Ratio Comparison
TACK has a 0.76% expense ratio, which is higher than WAMA's 0.32% expense ratio.
Dividends
TACK vs. WAMA - Dividend Comparison
TACK's dividend yield for the trailing twelve months is around 1.21%, while WAMA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
TACK Fairlead Tactical Sector Fund | 1.21% | 1.18% | 1.26% | 1.29% | 0.89% |
WAMA WisdomTree U.S. Adaptive Moving Average Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TACK and WAMA have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WAMA is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WAMA is cheaper with a 0.32% expense ratio, compared with 0.76% for TACK.
TACK has the higher dividend yield at 1.21%, compared with 0.00% for WAMA.
They also come from different issuers: Fairlead and WisdomTree. Their fees differ too: 0.76% for TACK and 0.32% for WAMA.
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