EQIN vs TACK

Comparison between COLUMBIA U.S. EQUITY INCOME ETF (EQIN, ETF) and FAIRLEAD TACTICAL SECTOR ETF (TACK, ETF).

EQIN vs TACK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EQIN(ETF)	TACK(ETF)
Net Assets	$276M	$277M
Expense Ratio	0.35%	0.70%
Max Drawdown	44.44%	14.99%
Sharpe Ratio	1.36	0.97
5Y Beta	0.58	0.64
P/E Ratio	18.40	N/A
Forward P/E	15.54	N/A
PEG Ratio	0.71	N/A
5Y Dividends CAGR	4.86%	N/A
5Y EPS CAGR	10.28%	N/A
Debt to Equity	43.12%	N/A
P/S Ratio	1.75	N/A
P/B Ratio	2.93	N/A

Net Assets

EQIN

$276M

Winner

TACK

$277M

Expense Ratio

Winner

EQIN

0.35%

TACK

0.70%

Max Drawdown

EQIN

44.44%

Winner

TACK

14.99%

Sharpe Ratio

Winner

EQIN

1.36

TACK

0.97

5Y Beta

Winner

EQIN

0.58

TACK

0.64

P/E Ratio

EQIN

18.40

TACK

N/A

Forward P/E

EQIN

15.54

TACK

N/A

PEG Ratio

EQIN

0.71

TACK

N/A

5Y Dividends CAGR

EQIN

4.86%

TACK

N/A

5Y EPS CAGR

EQIN

10.28%

TACK

N/A

Debt to Equity

EQIN

43.12%

TACK

N/A

P/S Ratio

EQIN

1.75

TACK

N/A

P/B Ratio

EQIN

2.93

TACK

N/A

EQIN vs TACK - Holdings Comparison

EQIN and TACK have 0 common holdings. Overlap is 0.00%

EQIN's top 25 holdings weight is 64.58%. TACK's top 25 holdings weight is 99.59%.

Rank	EQIN	TACK
#1	EXXON MOBIL CORP (XOM) - 5.03%	STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 13.31%
#2	JPMORGAN CHASE & CO (JPM) - 4.33%	STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 12.66%
#3	BANK OF AMERICA CORP (BAC) - 4.09%	STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 12.60%
#4	THE HOME DEPOT INC (HD) - 3.91%	STATE STREET REAL ESTATE SEL SECTSPDRETF (XLRE) - 12.38%
#5	PROCTER & GAMBLE CO (PG) - 3.74%	STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 12.32%
#6	CHEVRON CORP (CVX) - 3.68%	STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 12.15%
#7	CATERPILLAR INC (CAT) - 3.39%	STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 12.10%
#8	WELLS FARGO & CO (WFC) - 2.98%	STATE STREET®MATSELSECTSPDR®ETF (XLB) - 12.07%
#9	THE GOLDMAN SACHS GROUP INC (GS) - 2.89%	N/A
#10	PHILIP MORRIS INTERNATIONAL INC (PM) - 2.84%	N/A
#11	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.83%	N/A
#12	UNITEDHEALTH GROUP INC (UNH) - 2.65%	N/A
#13	AMERICAN EXPRESS CO (AXP) - 2.48%	N/A
#14	PEPSICO INC (PEP) - 2.29%	N/A
#15	CITIGROUP INC (C) - 2.17%	N/A
#16	VERIZON COMMUNICATIONS INC (VZ) - 2.01%	N/A
#17	THE WALT DISNEY CO (DIS) - 1.92%	N/A
#18	QUALCOMM INC (QCOM) - 1.62%	N/A
#19	LOWE'S COMPANIES INC (LOW) - 1.59%	N/A
#20	ANALOG DEVICES INC (ADI) - 1.57%	N/A
#21	LOCKHEED MARTIN CORP (LMT) - 1.50%	N/A
#22	DEERE & CO (DE) - 1.41%	N/A
#23	CONOCOPHILLIPS (COP) - 1.34%	N/A
#24	PROGRESSIVE CORP (PGR) - 1.21%	N/A
#25	COMCAST CORP CLASS A (CMCSA) - 1.11%	N/A
Total Holdings	103	8

EQIN vs TACK - Historical Returns

Returns include dividend reinvestment.

Period	EQIN	TACK
1 month	+2.32%	+1.04%
3 months	+2.60%	+0.02%
6 months	+9.79%	+5.03%
1 year	+19.00%	+13.89%
5 years(CAGR)	+9.42%	+6.82%
10 years(CAGR)	+12.24%	N/A
Max(CAGR)	+12.24%	+6.82%

Winner

EQIN

+2.32%

TACK

+1.04%

Winner

EQIN

+2.60%

TACK

+0.02%

Winner

EQIN

+9.79%

TACK

+5.03%

Winner

EQIN

+19.00%

TACK

+13.89%

5Y(CAGR)

Winner

EQIN

+9.42%

TACK

+6.82%

10Y(CAGR)

EQIN

+12.24%

TACK

N/A

Max(CAGR)

Winner

EQIN

+12.24%

TACK

+6.82%

EQIN vs TACK - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	EQIN	TACK
2026	+7.84%	+4.45%
2025	+9.48%	+10.93%
2024	+13.62%	+12.55%
2023	+11.84%	+7.02%
2022	+0.23%	-5.41%
2021	+32.87%	N/A
2020	+0.36%	N/A
2019	+30.05%	N/A
2018	-11.90%	N/A
2017	+18.37%	N/A
2016	+15.21%	N/A

EQIN vs TACK Drawdown Comparison

The maximum drawdown for EQIN was -42.16%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

The maximum drawdown for TACK was -14.49%, occurring on Apr 8, 2025. Recovery took 159 trading sessions.

The current EQIN drawdown is -0.38%. The current TACK drawdown is -1.33%.

Rank	EQIN	TACK
#1	-42.16% Jan 17, 2020 - Jan 6, 2021	-14.49% Nov 29, 2024 - Jul 23, 2025
#2	-21.97% Dec 26, 2017 - Nov 4, 2019	-13.43% Apr 20, 2022 - Feb 2, 2024
#3	-18.52% Apr 20, 2022 - Jul 21, 2023	-5.87% Mar 28, 2024 - Jul 11, 2024
#4	-12.05% Feb 20, 2025 - Sep 11, 2025	-5.84% Feb 27, 2026 - Mar 30, 2026
#5	-8.59% Jul 31, 2023 - Dec 11, 2023	-4.94% Oct 27, 2025 - Jan 6, 2026
#6	-7.53% May 10, 2021 - Oct 22, 2021	-4.56% Jul 16, 2024 - Aug 15, 2024
#7	-6.45% Oct 14, 2024 - Feb 19, 2025	-3.29% Aug 30, 2024 - Sep 16, 2024
#8	-6.44% Jan 14, 2022 - Mar 25, 2022	-3.19% Oct 18, 2024 - Nov 8, 2024
#9	-6.12% Jun 23, 2016 - Jul 13, 2016	-2.15% Oct 8, 2025 - Oct 15, 2025
#10	-5.44% Nov 15, 2021 - Dec 16, 2021	-2.02% Nov 11, 2024 - Nov 22, 2024
#11	-5.41% Feb 10, 2026 - Jun 2, 2026	-1.94% Jan 28, 2026 - Feb 9, 2026
#12	-5.14% Jul 31, 2024 - Aug 23, 2024	-1.77% Jul 23, 2025 - Aug 13, 2025
#13	-4.87% Jan 14, 2021 - Feb 8, 2021	-1.58% Aug 13, 2025 - Aug 26, 2025
#14	-4.39% Mar 28, 2024 - May 15, 2024	-1.46% Feb 9, 2024 - Feb 15, 2024
#15	-4.00% Oct 27, 2025 - Dec 4, 2025	-1.37% Jan 15, 2026 - Jan 22, 2026

Correlation

Correlation between EQIN and TACK is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2016 - 2026)

EQIN vs TACK dividend yield comparison.

Year	EQIN	TACK
2026	0.47%	0.29%
2025	2.05%	1.18%
2024	4.34%	1.26%
2023	2.41%	1.29%
2022	2.71%	0.89%
2021	2.57%	0.00%
2020	2.54%	0.00%
2019	2.70%	0.00%
2018	7.81%	0.00%
2017	11.52%	0.00%
2016	2.45%	0.00%