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FLXR vs TUGN

TCW Flexible Income ETF vs STF Tactical Growth & Income ETF

FLXR

TCW Flexible Income ETF

Annual cost

0.40%

Fund size

$3.2B

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

Key differences

FLXR is a fixed income ETF, while TUGN is an alternative ETF. FLXR charges 0.40% a year and TUGN 0.65%.

  • FLXR is a fixed income fund, while TUGN is an alternative fund. They carry different risk/return profiles.
  • FLXR follows a active selection strategy; TUGN uses option income.
  • FLXR covers global markets; TUGN covers North America.
  • FLXR costs 0.25% less per year.
  • FLXR is much larger than TUGN. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FLXRTUGN
Annual cost (TER)0.40%0.65%
Fund size (AUM)$3.2B$78M
Since20182022
Dividend yield5.71%10.59%
Asset classfixed incomealternative
Regionglobalnorth america
Strategyactive selectionoption income
CAGR 1Y+5.5%+30.9%
CAGR 3YN/A+21.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.95
Volatility 1Y2.28%15.91%
Max drawdown-1.94%-23.45%

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

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