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FTBD vs TUGN
Fidelity Tactical Bond ETF vs STF Tactical Growth & Income ETF
Key differences
- FTBD costs 0.10% less per year.
- FTBD is classified as fixed income, while TUGN is alternative — different risk/return profiles.
- FTBD covers global markets; TUGN covers north america.
- FTBD follows a index tracking strategy; TUGN uses option income.
- Over the last 3 years, TUGN has delivered higher annualized returns.
Side-by-side comparison
| FTBD | TUGN | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.65% |
| Fund size (AUM) | $37M | $78M |
| Since | 2023 | 2022 |
| Dividend yield | 5.05% | 11.46% |
| Asset class | fixed income | alternative |
| Region | global | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +7.3% | +35.8% |
| CAGR 3Y | +5.2% | +24.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.30 | 1.10 |
| Volatility 1Y | 4.37% | 15.35% |
| Max drawdown | -6.98% | -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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