Skip to content
Beacon
Screener

LGH vs TUG

HCM Defender 500 Index ETF vs STF Tactical Growth ETF

LGH

HCM Defender 500 Index ETF

Howard Capital Management

Annual cost

1.00%

Fund size

$555M

TUG

STF Tactical Growth ETF

STFM

Annual cost

0.65%

Fund size

$42M

Key differences

  • TUG costs 0.35% less per year.
  • LGH is significantly larger than TUG — larger funds tend to be more liquid and less likely to close.
  • LGH is classified as alternative, while TUG is mixed asset — different risk/return profiles.
  • LGH follows a tactical allocation strategy; TUG uses active selection.
  • Over the last 3 years, TUG has delivered higher annualized returns.

Side-by-side comparison

LGHTUG
Annual cost (TER)1.00%0.65%
Fund size (AUM)$555M$42M
Since20192022
Dividend yield0.39%0.58%
Asset classalternativemixed asset
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1Y+27.9%+38.4%
CAGR 3Y+21.8%+24.5%
CAGR 5Y+11.5%N/A
Sharpe 3Y1.041.06
Volatility 1Y15.64%16.15%
Max drawdown-29.60%-22.27%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LGH and TUG