Compare · 2 funds side by side · dividends reinvested

TACK and SPYM

TACKFairlead×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

TACK and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.4

Fairlead Tactical Sector ETFUnsorted0.69%1.26%+8.8%+8.9%+14.4%[…]−5.8%9.2%$292M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: TACK 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Fairlead Tactical Sector ETF · $292M[…]

TACK

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

TACKMeasureSPYM

+8.8%Year to dateJan 1 → Nov 5+13.4%

+8.9%1 yearTotal return+13.5%

+14.4%3 years · per year$10,000 became $14,970 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.69%Expense ratio$69 · $2 a year on $10k · lower is better0.02%

1.26%Trailing 12-mo yield$126 · $101 a year on $10k1.01%

−5.8%Worst dropSmaller is better−8.9%

9.2%VolatilityLower is calmer12.8%

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

3–4SPYM wins

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

More Ways to See the Pairs

TACK vs SPYM: Top 5 Holdings

Today

TACK

62.9%in top 5

SPYM

in top 527.7%

TACKStockSPYM

12.8%GLDMnot top 5

12.7%XLVnot top 5

12.5%XLPnot top 5

12.5%XLKnot top 5

12.4%XLBnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

TACK vs SPYM Returns, Every Period

FairleadTACK

+8.9%

past year

SPYMSPDR

+13.5%

past year

TACKSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: TACK vs SPYM

YTD

FairleadTACK

+8.8%

SPYMSPDR

+13.4%

+8.8%Year to date+13.4%

−5.8%Worst drop · 1Y−8.9%

9.2%Volatility · 1Y12.8%

1.3%Yield1.0%

$292MAssets$182B

3–1TACK wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TACK, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

TACK0.69%$69

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: TACK, SPYM

1.26%highest, TACK

FundTrailing yieldYield$10k

TACK1.26%$126

SPYM1.01%$101

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

TACK$126 − $69 = $57

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TACK, SPYM

Today

0.0%most shared, TACK and SPYM

TACKSPYM

TACK—0.0%

SPYM0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

TACKWorst drop−5.8%9.2% vol

SPYMWorst drop−8.9%12.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

TACKSPYM

+8.8%Year to date+13.4%

1.3%Yield1.0%

+8.9%Past year+13.5%

0.69%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026