Screener
HEQT vs TUGN
Simplify Hedged Equity ETF vs STF Tactical Growth & Income ETF
Key differences
Both HEQT and TUGN are alternative ETFs. HEQT charges 0.43% a year and TUGN 0.65%. The main difference: HEQT follows a long short strategy; TUGN uses option income.
- HEQT follows a long short strategy; TUGN uses option income.
- HEQT costs 0.22% less per year.
- HEQT 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.
Side-by-side comparison
| HEQT | TUGN | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.65% |
| Fund size (AUM) | $323M | $78M |
| Since | 2021 | 2022 |
| Dividend yield | 1.19% | 10.59% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | long short | option income |
| CAGR 1Y | +12.7% | +27.1% |
| CAGR 3Y | +12.9% | +20.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.12 | 0.90 |
| Volatility 1Y | 6.49% | 16.01% |
| Max drawdown | -11.51% | -23.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.