Compare · 2 funds side by side · dividends reinvested

TACK and SCHD

TACKFairlead×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,459SCHD · best of the two

02 / 04

TACK and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

Fairlead Tactical Sector ETFUnsorted0.69%1.27%+7.9%+9.3%+13.2%[…]−5.8%9.4%$289M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: TACK 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fairlead Tactical Sector ETF · $289M[…]

TACK

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TACKMeasureSCHD

+7.9%Year to dateJan 1 → Nov 9+33.2%

+9.3%1 yearTotal return+39.1%

+13.2%3 years · per year$10,000 became $14,506 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.69%Expense ratio$69 · $6 a year on $10k · lower is better0.06%

1.27%Trailing 12-mo yield$127 · $296 a year on $10k2.96%

−5.8%Worst dropSmaller is better−6.9%

9.4%VolatilityLower is calmer11.8%

TACKSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TACK vs SCHD: Top 5 Holdings

Today

TACK

63.7%in top 5

SCHD

in top 521.4%

TACKStockSCHD

13.1%GLDMnot top 5

12.7%SPTLnot top 5

12.7%SPTSnot top 5

12.7%XLVnot top 5

12.5%XLPnot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

TACK vs SCHD Returns, Every Period

FairleadTACK

+9.3%

past year

SCHDSchwab

+39.1%

past year

TACKSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: TACK vs SCHD

YTD

FairleadTACK

+7.9%

SCHDSchwab

+33.2%

+7.9%Year to date+33.2%

−5.8%Worst drop · 1Y−6.9%

9.4%Volatility · 1Y11.8%

1.3%Yield3.0%

$289MAssets$120B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TACK, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

TACK0.69%$69

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: TACK, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

TACK1.27%$127

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

TACK$127 − $69 = $58

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: TACK, SCHD

Today

0.0%most shared, TACK and SCHD

TACKSCHD

TACK—0.0%

SCHD0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+39.1%SCHD, at 11.8% volatility

TACKWorst drop−5.8%9.4% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDTACK

+33.2%Year to date+7.9%

3.0%Yield1.3%

+39.1%Past year+9.3%

0.06%Fee0.69%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026