TACK vs EQIN

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

TACK vs EQIN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

TACK

$277M

EQIN

$276M

Expense Ratio

TACK

0.70%

Winner

EQIN

0.35%

Max Drawdown

Winner

TACK

14.99%

EQIN

44.44%

Sharpe Ratio

TACK

0.97

Winner

EQIN

1.36

5Y Beta

TACK

0.64

Winner

EQIN

0.58

P/E Ratio

TACK

N/A

EQIN

18.40

Forward P/E

TACK

N/A

EQIN

15.54

PEG Ratio

TACK

N/A

EQIN

0.71

5Y Dividends CAGR

TACK

N/A

EQIN

4.86%

5Y EPS CAGR

TACK

N/A

EQIN

10.28%

Debt to Equity

TACK

N/A

EQIN

43.12%

P/S Ratio

TACK

N/A

EQIN

1.75

P/B Ratio

TACK

N/A

EQIN

2.93

TACK vs EQIN - Holdings Comparison

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

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

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

TACK vs EQIN - Historical Returns

Returns include dividend reinvestment.

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

TACK

+1.04%

Winner

EQIN

+2.32%

TACK

+0.02%

Winner

EQIN

+2.60%

TACK

+5.03%

Winner

EQIN

+9.79%

TACK

+13.89%

Winner

EQIN

+19.00%

5Y(CAGR)

TACK

+6.82%

Winner

EQIN

+9.42%

10Y(CAGR)

TACK

N/A

EQIN

+12.24%

Max(CAGR)

TACK

+6.82%

Winner

EQIN

+12.24%

TACK vs EQIN - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

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

TACK vs EQIN Drawdown Comparison

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

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

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

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

Correlation

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

0.97

-101

Dividend Comparison (2016 - 2026)

TACK vs EQIN dividend yield comparison.

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