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AOTG vs TUGN

AOT Growth and Innovation ETF vs STF Tactical Growth & Income ETF

AOTG

AOT Growth and Innovation ETF

Annual cost

0.75%

Fund size

$105M

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

Key differences

AOTG is an equity ETF, while TUGN is an alternative ETF. AOTG charges 0.75% a year and TUGN 0.65%.

  • AOTG is an equity fund, while TUGN is an alternative fund. They carry different risk/return profiles.
  • AOTG follows a active selection strategy; TUGN uses option income.
  • TUGN costs 0.10% less per year.
  • Over the last three years, AOTG has delivered higher annualized returns.

Side-by-side comparison

AOTGTUGN
Annual cost (TER)0.75%0.65%
Fund size (AUM)$105M$78M
Since20222022
Dividend yield0.00%10.59%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+30.6%+31.5%
CAGR 3Y+27.2%+21.8%
CAGR 5YN/AN/A
Sharpe 3Y0.920.98
Volatility 1Y25.08%16.24%
Max drawdown-31.62%-23.45%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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