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STOT vs TUG

State Street DoubleLine Short Duration Total Return Tactical ETF vs STF Tactical Growth ETF

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

TUG

STF Tactical Growth ETF

STFM

Annual cost

0.65%

Fund size

$42M

Key differences

  • STOT costs 0.20% less per year.
  • STOT is significantly larger than TUG — larger funds tend to be more liquid and less likely to close.
  • STOT is classified as fixed income, while TUG is mixed asset — different risk/return profiles.
  • STOT follows a index tracking strategy; TUG uses active selection.
  • Over the last 3 years, TUG has delivered higher annualized returns.
  • STOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STOTTUG
Annual cost (TER)0.45%0.65%
Fund size (AUM)$428M$42M
Since20162022
Dividend yield4.40%0.58%
Asset classfixed incomemixed asset
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.5%+38.4%
CAGR 3Y+5.4%+24.5%
CAGR 5Y+2.8%N/A
Sharpe 3Y1.071.06
Volatility 1Y1.38%16.15%
Max drawdown-6.07%-22.27%

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

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