Screener
MDIV vs TUG
Multi-Asset Diversified Income Index Fund vs STF Tactical Growth ETF
Key differences
Both MDIV and TUG are mixed asset ETFs. MDIV charges 0.71% a year and TUG 0.65%. The main difference: MDIV follows a index tracking strategy; TUG uses active selection.
- MDIV follows a index tracking strategy; TUG uses active selection.
- TUG costs 0.06% less per year.
- MDIV is much larger than TUG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TUG has delivered higher annualized returns.
- MDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MDIV | TUG | |
|---|---|---|
| Annual cost (TER) | 0.71% | 0.65% |
| Fund size (AUM) | $411M | $45M |
| Since | 2012 | 2022 |
| Dividend yield | 6.38% | 0.52% |
| Asset class | mixed asset | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +12.2% | +30.3% |
| CAGR 3Y | +11.9% | +20.9% |
| CAGR 5Y | +5.9% | N/A |
| Sharpe 3Y | 0.91 | 0.90 |
| Volatility 1Y | 6.75% | 17.01% |
| Max drawdown | -48.50% | -22.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.