Skip to content
Beacon
Screener

STOT vs TUGN

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

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

TUGN

STF Tactical Growth & Income ETF

STFM

Annual cost

0.65%

Fund size

$78M

Key differences

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

Side-by-side comparison

STOTTUGN
Annual cost (TER)0.45%0.65%
Fund size (AUM)$428M$78M
Since20162022
Dividend yield4.40%11.46%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+4.5%+35.8%
CAGR 3Y+5.4%+24.2%
CAGR 5Y+2.8%N/A
Sharpe 3Y1.071.10
Volatility 1Y1.38%15.35%
Max drawdown-6.07%-23.45%

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

Similar to STOT and TUGN