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FLTB vs TUG

Fidelity Limited Term Bond ETF vs STF Tactical Growth ETF

FLTB

Fidelity Limited Term Bond ETF

Fidelity Investments

Annual cost

0.25%

Fund size

$389M

TUG

STF Tactical Growth ETF

STFM

Annual cost

0.65%

Fund size

$42M

Key differences

  • FLTB costs 0.40% less per year.
  • FLTB is significantly larger than TUG — larger funds tend to be more liquid and less likely to close.
  • FLTB is classified as fixed income, while TUG is mixed asset — different risk/return profiles.
  • FLTB follows a index tracking strategy; TUG uses active selection.
  • Over the last 3 years, TUG has delivered higher annualized returns.
  • FLTB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FLTBTUG
Annual cost (TER)0.25%0.65%
Fund size (AUM)$389M$42M
Since20142022
Dividend yield4.36%0.58%
Asset classfixed incomemixed asset
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.7%+38.4%
CAGR 3Y+5.3%+24.5%
CAGR 5Y+2.2%N/A
Sharpe 3Y0.671.06
Volatility 1Y2.14%16.15%
Max drawdown-9.37%-22.27%

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

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