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TUG vs SHUS

STF Tactical Growth ETF vs Stratified LargeCap Hedged ETF

TUG

STF Tactical Growth ETF

Annual cost

0.65%

Fund size

$45M

SHUS

Stratified LargeCap Hedged ETF

Annual cost

0.79%

Fund size

$24M

Key differences

TUG is a mixed asset ETF, while SHUS is an alternative ETF. TUG charges 0.65% a year and SHUS 0.79%.

  • TUG is a mixed asset fund, while SHUS is an alternative fund. They carry different risk/return profiles.
  • TUG follows a active selection strategy; SHUS uses option income.
  • TUG costs 0.14% less per year.
  • Over the last three years, TUG has delivered higher annualized returns.

Side-by-side comparison

TUGSHUS
Annual cost (TER)0.65%0.79%
Fund size (AUM)$45M$24M
Since20222021
Dividend yield0.52%1.27%
Asset classmixed assetalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+30.3%+16.7%
CAGR 3Y+20.9%+10.5%
CAGR 5YN/AN/A
Sharpe 3Y0.900.60
Volatility 1Y17.01%10.02%
Max drawdown-22.27%-14.09%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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