Screener
TUG vs MSTB
STF Tactical Growth ETF vs LHA Market State Tactical Beta ETF
Key differences
TUG is a mixed asset ETF, while MSTB is an equity ETF. TUG charges 0.65% a year and MSTB 1.38%.
- TUG is a mixed asset fund, while MSTB is an equity fund. They carry different risk/return profiles.
- TUG costs 0.73% less per year.
- MSTB is much larger than TUG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TUG has delivered higher annualized returns.
Side-by-side comparison
| TUG | MSTB | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.38% |
| Fund size (AUM) | $45M | $197M |
| Since | 2022 | 2020 |
| Dividend yield | 0.52% | 0.38% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +34.7% | +17.4% |
| CAGR 3Y | +22.6% | +17.8% |
| CAGR 5Y | N/A | +8.2% |
| Sharpe 3Y | 0.97 | 1.14 |
| Volatility 1Y | 17.24% | 10.59% |
| Max drawdown | -22.27% | -25.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.