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TUG vs CGUS

STF Tactical Growth ETF vs Capital Group Core Equity ETF

TUG

STF Tactical Growth ETF

Annual cost

0.65%

Fund size

$45M

CGUS

Capital Group Core Equity ETF

Annual cost

0.33%

Fund size

$10.8B

Key differences

TUG is a mixed asset ETF, while CGUS is an equity ETF. TUG charges 0.65% a year and CGUS 0.33%.

  • TUG is a mixed asset fund, while CGUS is an equity fund. They carry different risk/return profiles.
  • CGUS costs 0.32% less per year.
  • CGUS is much larger than TUG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TUGCGUS
Annual cost (TER)0.65%0.33%
Fund size (AUM)$45M$10.8B
Since20222022
Dividend yield0.52%0.87%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+34.7%+22.6%
CAGR 3Y+22.6%+22.1%
CAGR 5YN/AN/A
Sharpe 3Y0.971.20
Volatility 1Y17.24%12.90%
Max drawdown-22.27%-22.15%

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

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