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TUG vs FTBD

STF Tactical Growth ETF vs Fidelity Tactical Bond ETF

TUG

STF Tactical Growth ETF

STFM

Annual cost

0.65%

Fund size

$42M

FTBD

Fidelity Tactical Bond ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$37M

Key differences

  • FTBD costs 0.10% less per year.
  • TUG is classified as mixed asset, while FTBD is fixed income — different risk/return profiles.
  • TUG covers north america markets; FTBD covers global.
  • TUG follows a active selection strategy; FTBD uses index tracking.
  • Over the last 3 years, TUG has delivered higher annualized returns.

Side-by-side comparison

TUGFTBD
Annual cost (TER)0.65%0.55%
Fund size (AUM)$42M$37M
Since20222023
Dividend yield0.58%5.05%
Asset classmixed assetfixed income
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+38.4%+7.3%
CAGR 3Y+24.5%+5.2%
CAGR 5YN/AN/A
Sharpe 3Y1.060.30
Volatility 1Y16.15%4.37%
Max drawdown-22.27%-6.98%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to TUG and FTBD