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SWP vs TUGN

SWP Growth & Income ETF vs STF Tactical Growth & Income ETF

SWP

SWP Growth & Income ETF

Annual cost

0.99%

Fund size

$154M

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

Key differences

Both SWP and TUGN are alternative ETFs. SWP charges 0.99% a year and TUGN 0.65%. The main difference: TUGN costs 0.34% less per year.

  • TUGN costs 0.34% less per year.

Side-by-side comparison

SWPTUGN
Annual cost (TER)0.99%0.65%
Fund size (AUM)$154M$78M
Since20242022
Dividend yield3.94%10.59%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+21.1%+31.5%
CAGR 3YN/A+21.8%
CAGR 5YN/AN/A
Sharpe 3YN/A0.98
Volatility 1Y12.08%16.24%
Max drawdown-16.41%-23.45%

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

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