Compare · 2 funds side by side · dividends reinvested

TACK and SPY

TACKFairlead×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

TACK and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

Fairlead Tactical Sector ETFUnsorted0.69%1.26%+8.8%+8.9%+14.4%[…]−5.8%9.2%$294M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: TACK 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Fairlead Tactical Sector ETF · $294M[…]

TACK

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

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

TACKMeasureSPY

+8.8%Year to dateJan 1 → Nov 4+13.3%

+8.9%1 yearTotal return+13.4%

+14.4%3 years · per year$10,000 became $14,970 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.69%Expense ratio$69 · $9 a year on $10k · lower is better0.09%

1.26%Trailing 12-mo yield$126 · $99 a year on $10k0.99%

−5.8%Worst dropSmaller is better−8.9%

9.2%VolatilityLower is calmer12.9%

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

3–4SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TACK vs SPY: Top 5 Holdings

Today

TACK

62.5%in top 5

SPY

in top 527.3%

TACKStockSPY

12.6%XLKnot top 5

12.5%SPTSnot top 5

12.5%XLVnot top 5

12.5%GLDMnot top 5

12.5%SPTLnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

TACK vs SPY Returns, Every Period

FairleadTACK

+8.9%

past year

SPYSPDR

+13.4%

past year

TACKSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: TACK vs SPY

YTD

FairleadTACK

+8.8%

SPYSPDR

+13.3%

+8.8%Year to date+13.3%

−5.8%Worst drop · 1Y−8.9%

9.2%Volatility · 1Y12.9%

1.3%Yield1.0%

$294MAssets$798B

3–1TACK wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TACK, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

TACK0.69%$69

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TACK, SPY

1.26%highest, TACK

FundTrailing yieldYield$10k

TACK1.26%$126

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

TACK$126 − $69 = $57

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TACK, SPY

Today

0.0%most shared, TACK and SPY

TACKSPY

TACK—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

TACKWorst drop−5.8%9.2% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TACKSPY

+8.8%Year to date+13.3%

1.3%Yield1.0%

+8.9%Past year+13.4%

0.69%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026