TACK vs VOO
Fairlead Tactical Sector ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | TACK | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.03% | |
| AUM | $289M | $979.0B | |
| Dividend Yield | 1.31% | 1.09% | |
| Holdings | 11 | 509 | |
| YTD Return | +8.83% | +13.44% | |
| 1Y Return | +15.19% | +22.62% | |
| 3Y Return (annualized) | +12.76% | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 10.2% | 14.1% | |
| Max Drawdown | -14.5% | -34.3% | |
| Fund Family | Capitol Series Trust | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 22, 2022 | Sep 7, 2010 |
TACK vs VOO Performance
Fairlead Tactical Sector ETF (TACK) is a ETF from Capitol Series Trust and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year TACK returned +15.19% while VOO returned +22.62%. Year to date, TACK is up 8.83% versus a gain of 13.44% for VOO.
Over three years, TACK compounded at +12.76% per year against +21.47% for VOO. Across the full 4-year window we track, VOO has the edge at +13.55% annualized vs +7.53%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.2% for TACK. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -14.5% for TACK and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
TACK charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, TACK currently yields 1.31% against 1.09% for VOO.
Holdings Overlap
TACK and VOO share 0 holdings out of 513 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, TACK or VOO?
TACK has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $67 per year of difference.
Which performed better, TACK or VOO?
Over the past year TACK returned +15.19% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (4 years), TACK annualized +7.53% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, TACK or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 10.2% for TACK. Worst drawdown: TACK -14.5% vs VOO -34.3%.
Should I hold both TACK and VOO?
TACK and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between TACK and VOO?
TACK and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, TACK or VOO?
TACK yields 1.31% while VOO yields 1.09%, so TACK currently pays the higher dividend yield.
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