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EMPB vs TUGN

Efficient Market Portfolio Plus ETF vs STF Tactical Growth & Income ETF

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

Key differences

Both EMPB and TUGN are alternative ETFs. EMPB charges 2.21% a year and TUGN 0.65%. The main difference: EMPB follows a active selection strategy; TUGN uses option income.

  • EMPB follows a active selection strategy; TUGN uses option income.
  • TUGN costs 1.56% less per year.
  • TUGN is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EMPBTUGN
Annual cost (TER)2.21%0.65%
Fund size (AUM)$21M$78M
Since20242022
Dividend yield0.77%10.59%
Asset classalternativealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+20.0%+27.1%
CAGR 3YN/A+20.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.90
Volatility 1Y11.30%16.01%
Max drawdown-7.55%-23.45%

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

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