Screener
TUA vs TUGN
Simplify Short Term Treasury Futures Strategy ETF vs STF Tactical Growth & Income ETF
Key differences
TUA is a fixed income ETF, while TUGN is an alternative ETF. TUA charges 0.25% a year and TUGN 0.65%.
- TUA is a fixed income fund, while TUGN is an alternative fund. They carry different risk/return profiles.
- TUA follows a active selection strategy; TUGN uses option income.
- TUA costs 0.40% less per year.
- TUA is much larger than TUGN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TUGN has delivered higher annualized returns.
Side-by-side comparison
| TUA | TUGN | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.65% |
| Fund size (AUM) | $757M | $78M |
| Since | 2022 | 2022 |
| Dividend yield | 3.53% | 10.59% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | -1.8% | +27.1% |
| CAGR 3Y | -1.1% | +20.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.46 | 0.90 |
| Volatility 1Y | 6.82% | 16.01% |
| Max drawdown | -15.85% | -23.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.