XLSR vs. TACK ETF Comparison

Comparison of SPDR SSGA U.S. Sector Rotation ETF (XLSR) to Fairlead Tactical Sector ETF (TACK)
XLSR

SPDR SSGA U.S. Sector Rotation ETF

XLSR Description

The investment seeks to provide capital appreciation. The fund is a "fund of funds," meaning that it primarily invests its assets in securities of other exchange-traded funds ("ETFs"). In particular, it allocates its assets among ETFs that each focus on common stocks of companies included in an individual sector of the S&P 500® Index, as determined by the Global Industry Classification Standard (GICS®). Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings for investments purposes) directly or indirectly through the underlying ETFs, in securities of U.S. companies.

Grade (RS Rating)

Last Trade

$54.23

Average Daily Volume

37,133

Number of Holdings *

1

* may have additional holdings in another (foreign) market
TACK

Fairlead Tactical Sector ETF

TACK Description The investment seeks capital appreciation with limited drawdowns. The fund is a diversified actively-managed ETF that under normal circumstances will invest more than 80% of the fund’s net assets in passive domestic equity sector ETFs and ETFs investing respectively in gold and U.S. Treasuries. The fund’s principal investment strategy will employ a systematic approach to technical analysis focused on the identification of important trends.

Grade (RS Rating)

Last Trade

$28.62

Average Daily Volume

33,044

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period XLSR TACK
30 Days 2.17% -0.21%
60 Days 4.79% 2.02%
90 Days 6.20% 5.06%
12 Months 24.30% 20.58%
1 Overlapping Holdings
Symbol Grade Weight in XLSR Weight in TACK Overlap
XLC A 21.03% 13.25% 13.25%
XLSR Overweight 0 Positions Relative to TACK
Symbol Grade Weight
XLSR Underweight 0 Positions Relative to TACK
Symbol Grade Weight
Compare ETFs