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FDAT vs TUGN

Tactical Advantage ETF vs STF Tactical Growth & Income ETF

FDAT

Tactical Advantage ETF

Tactical Advantage

Annual cost

0.78%

Fund size

$35M

TUGN

STF Tactical Growth & Income ETF

STFM

Annual cost

0.65%

Fund size

$78M

Key differences

  • TUGN costs 0.13% less per year.
  • FDAT follows a tactical allocation strategy; TUGN uses option income.
  • Over the last 3 years, TUGN has delivered higher annualized returns.

Side-by-side comparison

FDATTUGN
Annual cost (TER)0.78%0.65%
Fund size (AUM)$35M$78M
Since20232022
Dividend yield5.68%11.46%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationoption income
CAGR 1Y+12.6%+38.7%
CAGR 3Y+8.9%+24.1%
CAGR 5YN/AN/A
Sharpe 3Y0.571.10
Volatility 1Y9.95%15.38%
Max drawdown-8.20%-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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