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BGRO vs TUG

iShares Large Cap Growth Active ETF vs STF Tactical Growth ETF

BGRO

iShares Large Cap Growth Active ETF

Annual cost

0.55%

Fund size

$10M

TUG

STF Tactical Growth ETF

Annual cost

0.65%

Fund size

$45M

Key differences

BGRO is an alternative ETF, while TUG is a mixed asset ETF. BGRO charges 0.55% a year and TUG 0.65%.

  • BGRO is an alternative fund, while TUG is a mixed asset fund. They carry different risk/return profiles.
  • BGRO costs 0.10% less per year.
  • TUG is much larger than BGRO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BGROTUG
Annual cost (TER)0.55%0.65%
Fund size (AUM)$10M$45M
Since20242022
Dividend yield0.03%0.52%
Asset classalternativemixed asset
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+18.3%+34.7%
CAGR 3YN/A+22.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.97
Volatility 1Y18.88%17.24%
Max drawdown-24.94%-22.27%

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

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