Screener
TUG vs FBCG
STF Tactical Growth ETF vs Fidelity Blue Chip Growth ETF
Key differences
TUG is a mixed asset ETF, while FBCG is an equity ETF. TUG charges 0.65% a year and FBCG 0.57%.
- TUG is a mixed asset fund, while FBCG is an equity fund. They carry different risk/return profiles.
- TUG covers North America; FBCG covers global markets.
- FBCG costs 0.08% less per year.
- FBCG is much larger than TUG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FBCG has delivered higher annualized returns.
Side-by-side comparison
| TUG | FBCG | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.57% |
| Fund size (AUM) | $45M | $6.9B |
| Since | 2022 | 2020 |
| Dividend yield | 0.52% | 0.04% |
| Asset class | mixed asset | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +34.7% | +32.3% |
| CAGR 3Y | +22.6% | +29.7% |
| CAGR 5Y | N/A | +14.8% |
| Sharpe 3Y | 0.97 | 1.10 |
| Volatility 1Y | 17.24% | 19.38% |
| Max drawdown | -22.27% | -43.56% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.