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JMOM vs TACK

JPMorgan U.S. Momentum Factor ETF

JMOMANYSE Arca

Fairlead Tactical Sector ETF

TACKCNYSE Arca

Overlap

0.0%by weight

Expense ratio

JMOM −0.57pt a year

JMOM0.12%TACK0.69%

Avg volume · 30D

JMOM 7.2×the volume

JMOM133KTACK18.5K

3Y return · a year

JMOM +11.7pt

JMOM+25.1%TACK+13.4%

JMOM vs TACK Performance

Oct 31, 2025 – Nov 2, 2026

+15.0%JMOM+8.3%TACK

Oct 31, 2025 to Nov 2, 2026. JMOM +15.0%. TACK +8.3%. Use the arrow keys to read each point.0%5%20%25%Oct 2025May 2026Nov 2026
Expense ratio
JMOM 0.12%, better
TACK 0.69%
Fund size
JMOM $2.69B
TACK $296M
1Y total return
JMOM +15.0%, better
TACK +8.3%
Yield (12M)
JMOM 0.79%
TACK 1.26%, better
Holdings
JMOM 290
TACK 9
Avg volume (30D)
JMOM 133K sh, better
TACK 18.5K sh
NAV per share
JMOM $79.53
TACK $32.33
52W range

ETF.net Grade

JMOM: Cost 100, Risk 84, Mission 93, Tradability 63, Holdings 82, Durability 93. TACK: Cost 43, Risk 84, Mission not scored, Tradability 58, Holdings 30, Durability 64.
Pillar letters and Scores for JMOM, TACK, with each pillar’s weight
PillarJMOMTACK
Cost30% weightA100HigherC43
Mission25% weightA93Not scored
Risk15% weightA84A84
Tradability15% weightB63HigherB58
Holdings10% weightA82HigherD30
Durability5% weightA93HigherB64

Rank among US Active Momentum funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. JMOM and TACK are both graded against the same 20 US Active Momentum funds, so their Grades compare head to head.

US Active Momentum⁠

Category · 20 funds
See all 20 ›

JMOM ranks 1st and TACK 10th of 20 funds in the US Active Momentum Category.

  1. Rank 1AJMOMJPMorgan U.S. Momentum Factor ETFScore 86
  2. Rank 2ASEIMSEI QiM U.S. Large Cap Momentum Active ETFScore 81
  3. Rank 10CSAMMStrategas Macro Momentum ETFScore 53
  4. Rank 10CTACKFairlead Tactical Sector ETFScore 53
  5. Rank 12CRANKDEFIANCE KSM TIPRANKS ANALYST ETFScore 49

Our read on each fund

ETF.net Research

JMOMAJPMorgan U.S. Momentum Factor ETF

TACKCFairlead Tactical Sector ETF

In short

JMOM Momentum without the markup. JMOM screens US stocks for strong risk-adjusted momentum rather than raw price runs, and charges 0.12%, a fraction of what the typical fund in its category asks.

TACK Katie Stockton's chart-reading model in ETF form: TACK rotates among the 11 S&P 500 sector funds and can duck into Treasuries or gold when its trend signals roll over. Active since 2022, 0.69%.

Stated mandate

JMOM The fund seeks domestic equity exposure focused on companies with strong risk-adjusted momentum and potential return enhancement.

TACK The Fund seeks capital appreciation with limited drawdowns.

Why people hold it

  • JMOM At 0.12%, the lowest fee among its momentum peers: it undercuts VFMO and SPMO (0.13%) and MTUM (0.15%), and sits far below the roughly 0.69% category median.
  • The screen targets risk-adjusted momentum, not just the biggest price runs, so how bumpy a stock's climb was factors into whether it makes the cut.jpmorgan.com
  • Holds roughly 300 US names, a wider net than momentum sleeves that concentrate in a few dozen winners, and it pays out quarterly.
  • Live since 2017 and now a multi-billion-dollar fund, it rates as one of the stronger implementations in the systematic US momentum group.
  • TACK A technical analyst's playbook, packaged: the model weighs 11 S&P 500 sector ETFs plus three risk-off sleeves (short-term Treasuries, long-term Treasuries, gold).sec.govetftrends.com
  • Rare in a momentum peer group that stays pinned to stocks: the stated objective is capital appreciation with limited drawdowns, and the toolkit includes gold and Treasuries.sec.gov
  • Plain plumbing: a fund of funds that keeps more than 80% of net assets in passive US sector ETFs plus gold and Treasury ETFs. You can see every building block.saytechnologies.com
  • Live since 2022 on the same technical process, with cash paid out quarterly.

Worth knowing

  • JMOM Momentum by construction leans into what has already been working, which means the portfolio can be caught on the wrong side when market leadership flips.
  • The benchmark is J.P. Morgan's own US Momentum Factor Index, so methodology and rebalance rules sit with the issuer rather than an outside index provider.jpmorgan.com
  • Only moderately traded next to the category's headline tickers, so spreads are worth a look before placing size.
  • TACK At 0.69% the fee lands near the category median for systematic momentum funds, and above index-tracking peers like JMOM (0.12%) and VFMO (0.13%).
  • Trades lighter than the giant factor ETFs, so the cost of getting in and out can matter as much as the headline fee.
  • By design the model can sit largely outside equities during downtrends, so results can diverge widely from the S&P 500 in either direction.sec.govsaytechnologies.com

Full JMOM profile⁠

Full TACK profile⁠

JMOM vs TACK Holdings

How JMOM and TACK differ

Overlap by weight

0.0%

Shared holdings make up 0.0% of JMOM and 0.0% of TACK.

Level by level

  • Holdings0 in both0.0%
  • Sector11 Sectors52.7%
  • Countryby domicile96.3%

Sector

Sector weights in JMOM and TACK, widest gap first
SectorMore in JMOMMore in TACK
TechnologyJMOM +28.1 points
Real EstateTACK +11.4 points
EnergyTACK +10.6 points
MaterialsTACK +10.4 points
FinancialsJMOM +9.3 points
Consumer StaplesTACK +9.0 points
Health CareTACK +5.0 points
Consumer DiscretionaryJMOM +4.0 points
CommunicationJMOM +3.9 points
UtilitiesJMOM +2.0 points
IndustrialsTACK +1.0 points

Country, concentration and asset class

Country by domicile

Country weights in JMOM and TACK, widest gap first
CountryMore in JMOMMore in TACK
United StatesJMOM +3.4 points
IrelandTACK +1.4 points
United KingdomTACK +1.4 points
Other countries (5)TACK +0.6 points

Concentration

Weight in the 10 largest Holdings

  • JMOM18.7%
  • TACK100.1%

Securities held

  • JMOM288
  • TACK8

Asset class

JMOM
Equity
TACK
Multi-Asset

Holdings

  • Only in JMOM288
  • In both0
  • Only in TACK8

Only in JMOM

288 securities, 100% of JMOM by weight

  • Apple Inc Common Stock2.25%
  • Advanced Micro Devices2.21%
  • Microsoft Corp Common2.18%

Only in TACK

8 securities, 100% of TACK by weight

  • SPDR Portfolio Long Term Treasury ETF USD Class16.99%
  • SPDR Portfolio Short Term Treasury ETF ETF16.32%
  • SPDR Gold MiniShares Trust15.13%

Weight gaps

JMOM and TACK share no securities.

All 288 JMOM holdings⁠All 11 TACK holdings⁠

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

JMOM vs TACK Cost

Overpaying TACK vs JMOM

$10,909

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • JMOM 0.12%

    $2,520

  • TACK 0.69%

    $13,429

$10,000
30 years

Cost over time

  • JMOM 0.12%
  • TACK 0.69%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530TACK $13,429JMOM $2,520

Year by year

YearJMOMTACKOverpaying
10$220$1,232$1,012
20$859$4,697$3,838
30$2,520$13,429$10,909

Expense ratio

  • 0.12%JMOM, cheaper
  • 0.69%TACK
  • Middle half of US Active Momentum funds
  • Median 0.64%

JMOM cheapest of 20 funds

TACK 12th cheapest of 20 funds

JMOM vs TACK Dividends

Last 12 months to Nov 2, 2026
Yield (12M)
JMOM 0.79%
TACK 1.26%, better
Payout (12M)
JMOM $0.62
TACK $0.41
Last payment
JMOM $0.18
TACK $0.10
Ex-dividend
JMOM Sep 22, 2026
TACK Sep 28, 2026
Paid on
JMOM Sep 24, 2026
TACK Oct 2, 2026
Frequency
JMOM Quarterly
TACK Quarterly

Distribution history

Per share, 2017 to 2026, same scale for both

JMOMQuarterly · 36 paymentsAll JMOM payments⁠
One bar per payment. 36 payments from 2017 to 2026 YTD. Dec 26, 2017 $0.08; Mar 21, 2018 $0.07; Jun 26, 2018 $0.10; Sep 25, 2018 $0.08; Dec 24, 2018 $0.08; Mar 20, 2019 $0.07; Jun 25, 2019 $0.10; Sep 24, 2019 $0.05; Dec 23, 2019 $0.12; Mar 24, 2020 $0.08; Jun 23, 2020 $0.07; Sep 22, 2020 $0.08; Dec 22, 2020 $0.11; Mar 23, 2021 $0.06; Jun 22, 2021 $0.06; Sep 21, 2021 $0.08; Dec 21, 2021 $0.11; Mar 22, 2022 $0.08; Jun 21, 2022 $0.13; Sep 20, 2022 $0.14; Dec 20, 2022 $0.18; Mar 21, 2023 $0.12; Jun 20, 2023 $0.14; Sep 19, 2023 $0.12; Dec 19, 2023 $0.18; Mar 19, 2024 $0.05; Jun 25, 2024 $0.10; Sep 24, 2024 $0.11; Dec 24, 2024 $0.18; Mar 25, 2025 $0.11; Jun 24, 2025 $0.14; Sep 23, 2025 $0.16; Dec 23, 2025 $0.17; Mar 24, 2026 $0.12; Jun 23, 2026 $0.15; Sep 22, 2026 $0.18. Use the arrow keys to read each point.$0$0.202017202020232026YTD
TACKQuarterly · 17 paymentsAll TACK payments⁠
One bar per payment. 17 payments from 2017 to 2026 YTD. Jun 28, 2022 $0.06; Sep 28, 2022 $0.06; Dec 28, 2022 $0.09; Mar 29, 2023 $0.06; Jun 28, 2023 $0.09; Sep 27, 2023 $0.08; Dec 27, 2023 $0.08; Mar 27, 2024 $0.09; Sep 26, 2024 $0.16; Dec 27, 2024 $0.09; Mar 27, 2025 $0.07; Jun 27, 2025 $0.10; Sep 29, 2025 $0.10; Dec 30, 2025 $0.09; Mar 27, 2026 $0.09; Jun 26, 2026 $0.13; Sep 28, 2026 $0.10. Use the arrow keys to read each point.$0$0.202017202020232026YTD

JMOM vs TACK Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
JMOM 15.1%TACK 9.7%, better
Return per unit of riskSharpe ratio, 3 years
JMOM 1.37, betterTACK 0.99
Worst fallMax drawdown, 5 years
JMOM −28.3%TACK −14.5%since Mar 2022
Market sensitivityBeta, 5 years
JMOM 1.07TACK 0.93

JMOM and TACK in the news

All news⁠

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