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LGH vs TUGN

HCM Defender 500 Index ETF vs STF Tactical Growth & Income ETF

LGH

HCM Defender 500 Index ETF

Howard Capital Management

Annual cost

1.00%

Fund size

$555M

TUGN

STF Tactical Growth & Income ETF

STFM

Annual cost

0.65%

Fund size

$78M

Key differences

  • TUGN costs 0.35% less per year.
  • LGH is significantly larger than TUGN — larger funds tend to be more liquid and less likely to close.
  • LGH follows a tactical allocation strategy; TUGN uses option income.
  • Over the last 3 years, TUGN has delivered higher annualized returns.

Side-by-side comparison

LGHTUGN
Annual cost (TER)1.00%0.65%
Fund size (AUM)$555M$78M
Since20192022
Dividend yield0.39%11.46%
Asset classalternativealternative
Regionnorth americanorth america
Strategytactical allocationoption income
CAGR 1Y+27.9%+35.8%
CAGR 3Y+21.8%+24.2%
CAGR 5Y+11.5%N/A
Sharpe 3Y1.041.10
Volatility 1Y15.64%15.35%
Max drawdown-29.60%-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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