Skip to content
Beacon
Screener

TUG vs STOT

STF Tactical Growth ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF

TUG

STF Tactical Growth ETF

STFM

Annual cost

0.65%

Fund size

$42M

STOT

State Street DoubleLine Short Duration Total Return Tactical ETF

State Street Investment Management

Annual cost

0.45%

Fund size

$428M

Key differences

  • STOT costs 0.20% less per year.
  • STOT is significantly larger than TUG — larger funds tend to be more liquid and less likely to close.
  • TUG is classified as mixed asset, while STOT is fixed income — different risk/return profiles.
  • TUG follows a active selection strategy; STOT uses index tracking.
  • Over the last 3 years, TUG has delivered higher annualized returns.
  • STOT has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TUGSTOT
Annual cost (TER)0.65%0.45%
Fund size (AUM)$42M$428M
Since20222016
Dividend yield0.58%4.40%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+38.4%+4.5%
CAGR 3Y+24.5%+5.4%
CAGR 5YN/A+2.8%
Sharpe 3Y1.061.07
Volatility 1Y16.15%1.38%
Max drawdown-22.27%-6.07%

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

Similar to TUG and STOT