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FBND vs TUGN

Fidelity Total Bond ETF vs STF Tactical Growth & Income ETF

FBND

Fidelity Total Bond ETF

Fidelity Investments

Annual cost

0.36%

Fund size

$25.6B

TUGN

STF Tactical Growth & Income ETF

STFM

Annual cost

0.65%

Fund size

$78M

Key differences

  • FBND costs 0.29% less per year.
  • FBND is significantly larger than TUGN — larger funds tend to be more liquid and less likely to close.
  • FBND is classified as fixed income, while TUGN is alternative — different risk/return profiles.
  • FBND covers global markets; TUGN covers north america.
  • FBND follows a index tracking strategy; TUGN uses option income.
  • Over the last 3 years, TUGN has delivered higher annualized returns.
  • FBND has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FBNDTUGN
Annual cost (TER)0.36%0.65%
Fund size (AUM)$25.6B$78M
Since20142022
Dividend yield4.70%11.46%
Asset classfixed incomealternative
Regionglobalnorth america
Strategyindex trackingoption income
CAGR 1Y+6.1%+35.8%
CAGR 3Y+4.5%+24.2%
CAGR 5Y+0.9%N/A
Sharpe 3Y0.191.10
Volatility 1Y3.90%15.35%
Max drawdown-17.25%-23.45%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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