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SDSI vs TUGN

American Century Short Duration Strategic Income ETF vs STF Tactical Growth & Income ETF

SDSI

American Century Short Duration Strategic Income ETF

Annual cost

0.32%

Fund size

$218M

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

Key differences

SDSI is a fixed income ETF, while TUGN is an alternative ETF. SDSI charges 0.32% a year and TUGN 0.65%.

  • SDSI is a fixed income fund, while TUGN is an alternative fund. They carry different risk/return profiles.
  • SDSI follows a active selection strategy; TUGN uses option income.
  • SDSI costs 0.33% less per year.
  • Over the last three years, TUGN has delivered higher annualized returns.

Side-by-side comparison

SDSITUGN
Annual cost (TER)0.32%0.65%
Fund size (AUM)$218M$78M
Since20222022
Dividend yield4.84%10.59%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+4.8%+31.5%
CAGR 3Y+5.7%+21.8%
CAGR 5YN/AN/A
Sharpe 3Y0.940.98
Volatility 1Y1.65%16.24%
Max drawdown-1.29%-23.45%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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