Screener
TUG vs PTL
STF Tactical Growth ETF vs Inspire 500 ETF
Key differences
TUG is a mixed asset ETF, while PTL is an equity ETF. TUG charges 0.65% a year and PTL 0.09%.
- TUG is a mixed asset fund, while PTL is an equity fund. They carry different risk/return profiles.
- TUG follows a active selection strategy; PTL uses index tracking.
- PTL costs 0.56% less per year.
- PTL is much larger than TUG. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| TUG | PTL | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.09% |
| Fund size (AUM) | $45M | $843M |
| Since | 2022 | 2024 |
| Dividend yield | 0.52% | 1.11% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +34.7% | +27.5% |
| CAGR 3Y | +22.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.97 | N/A |
| Volatility 1Y | 17.24% | 15.41% |
| Max drawdown | -22.27% | -19.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.