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BGRO vs TUGN

iShares Large Cap Growth Active ETF vs STF Tactical Growth & Income ETF

BGRO

iShares Large Cap Growth Active ETF

Annual cost

0.55%

Fund size

$10M

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

Key differences

Both BGRO and TUGN are alternative ETFs. BGRO charges 0.55% a year and TUGN 0.65%. The main difference: BGRO follows a active selection strategy; TUGN uses option income.

  • BGRO follows a active selection strategy; TUGN uses option income.
  • BGRO costs 0.10% less per year.
  • TUGN is much larger than BGRO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BGROTUGN
Annual cost (TER)0.55%0.65%
Fund size (AUM)$10M$78M
Since20242022
Dividend yield0.03%10.59%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+18.3%+31.5%
CAGR 3YN/A+21.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.98
Volatility 1Y18.88%16.24%
Max drawdown-24.94%-23.45%

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

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