Screener
TUG vs RLY
STF Tactical Growth ETF vs State Street Multi-Asset Real Return ETF
Key differences
TUG is a mixed asset ETF, while RLY is a fixed income ETF. TUG charges 0.65% a year and RLY 0.50%.
- TUG is a mixed asset fund, while RLY is a fixed income fund. They carry different risk/return profiles.
- RLY costs 0.15% less per year.
- RLY 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.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TUG | RLY | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.50% |
| Fund size (AUM) | $45M | $1.2B |
| Since | 2022 | 2012 |
| Dividend yield | 0.52% | 2.89% |
| Asset class | mixed asset | fixed income |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +34.7% | +28.0% |
| CAGR 3Y | +22.6% | +14.0% |
| CAGR 5Y | N/A | +10.0% |
| Sharpe 3Y | 0.97 | 0.90 |
| Volatility 1Y | 17.24% | 10.38% |
| Max drawdown | -22.27% | -34.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.