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TUG vs LGH

STF Tactical Growth ETF vs HCM Defender 500 Index ETF

TUG

STF Tactical Growth ETF

STFM

Annual cost

0.65%

Fund size

$42M

LGH

HCM Defender 500 Index ETF

Howard Capital Management

Annual cost

1.00%

Fund size

$555M

Key differences

  • TUG costs 0.35% less per year.
  • LGH is significantly larger than TUG — larger funds tend to be more liquid and less likely to close.
  • TUG is classified as mixed asset, while LGH is alternative — different risk/return profiles.
  • TUG follows a active selection strategy; LGH uses tactical allocation.
  • Over the last 3 years, TUG has delivered higher annualized returns.

Side-by-side comparison

TUGLGH
Annual cost (TER)0.65%1.00%
Fund size (AUM)$42M$555M
Since20222019
Dividend yield0.58%0.39%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategyactive selectiontactical allocation
CAGR 1Y+38.4%+27.9%
CAGR 3Y+24.5%+21.8%
CAGR 5YN/A+11.5%
Sharpe 3Y1.061.04
Volatility 1Y16.15%15.64%
Max drawdown-22.27%-29.60%

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

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