Screener
FTLS vs TUGN
First Trust Long/Short Equity ETF vs STF Tactical Growth & Income ETF
Key differences
Both FTLS and TUGN are alternative ETFs. FTLS charges 1.38% a year and TUGN 0.65%. The main difference: FTLS follows a long short strategy; TUGN uses option income.
- FTLS follows a long short strategy; TUGN uses option income.
- TUGN costs 0.73% less per year.
- FTLS is much larger than TUGN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TUGN has delivered higher annualized returns.
- FTLS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FTLS | TUGN | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.65% |
| Fund size (AUM) | $2.3B | $78M |
| Since | 2014 | 2022 |
| Dividend yield | 0.90% | 10.59% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | option income |
| CAGR 1Y | +12.1% | +27.1% |
| CAGR 3Y | +13.4% | +20.0% |
| CAGR 5Y | +9.8% | N/A |
| Sharpe 3Y | 0.96 | 0.90 |
| Volatility 1Y | 8.31% | 16.01% |
| Max drawdown | -20.54% | -23.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.