Screener
TOTL vs TUGN
State Street DoubleLine Total Return Tactical ETF vs STF Tactical Growth & Income ETF
Key differences
- TOTL costs 0.10% less per year.
- TOTL is significantly larger than TUGN — larger funds tend to be more liquid and less likely to close.
- TOTL is classified as fixed income, while TUGN is alternative — different risk/return profiles.
- TOTL follows a active selection strategy; TUGN uses option income.
- Over the last 3 years, TUGN has delivered higher annualized returns.
- TOTL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TOTL | TUGN | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.65% |
| Fund size (AUM) | $4.2B | $78M |
| Since | 2015 | 2022 |
| Dividend yield | 5.26% | 11.46% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +5.2% | +35.8% |
| CAGR 3Y | +4.1% | +24.2% |
| CAGR 5Y | +0.6% | N/A |
| Sharpe 3Y | 0.11 | 1.10 |
| Volatility 1Y | 3.47% | 15.35% |
| Max drawdown | -16.47% | -23.45% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to TOTL and TUGN
Explore further