Screener
FORH vs TUGN
Formidable ETF vs STF Tactical Growth & Income ETF
Key differences
Both FORH and TUGN are alternative ETFs. FORH charges 1.19% a year and TUGN 0.65%. The main difference: TUGN costs 0.54% less per year.
- TUGN costs 0.54% less per year.
- TUGN is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TUGN has delivered higher annualized returns.
Side-by-side comparison
| FORH | TUGN | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.65% |
| Fund size (AUM) | $20M | $78M |
| Since | 2021 | 2022 |
| Dividend yield | 1.73% | 10.59% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | option income | option income |
| CAGR 1Y | +9.5% | +31.5% |
| CAGR 3Y | +3.3% | +21.8% |
| CAGR 5Y | +0.9% | N/A |
| Sharpe 3Y | 0.06 | 0.98 |
| Volatility 1Y | 16.05% | 16.24% |
| Max drawdown | -20.73% | -23.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.