Screener
MSTB vs TUG
LHA Market State Tactical Beta ETF vs STF Tactical Growth ETF
Key differences
MSTB is an equity ETF, while TUG is a mixed asset ETF. MSTB charges 1.38% a year and TUG 0.65%.
- MSTB is an equity fund, while TUG is a mixed asset fund. They carry different risk/return profiles.
- TUG costs 0.73% less per year.
- MSTB 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.
Side-by-side comparison
| MSTB | TUG | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.65% |
| Fund size (AUM) | $197M | $45M |
| Since | 2020 | 2022 |
| Dividend yield | 0.38% | 0.52% |
| Asset class | equity | mixed asset |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.4% | +34.7% |
| CAGR 3Y | +17.8% | +22.6% |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 1.14 | 0.97 |
| Volatility 1Y | 10.59% | 17.24% |
| Max drawdown | -25.64% | -22.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.