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TUG vs STXK

STF Tactical Growth ETF vs Strive Small-Cap ETF

TUG

STF Tactical Growth ETF

Annual cost

0.65%

Fund size

$45M

STXK

Strive Small-Cap ETF

Annual cost

0.18%

Fund size

$80M

Key differences

TUG is a mixed asset ETF, while STXK is an equity ETF. TUG charges 0.65% a year and STXK 0.18%.

  • TUG is a mixed asset fund, while STXK is an equity fund. They carry different risk/return profiles.
  • TUG follows a active selection strategy; STXK uses index tracking.
  • STXK costs 0.47% less per year.
  • Over the last three years, TUG has delivered higher annualized returns.

Side-by-side comparison

TUGSTXK
Annual cost (TER)0.65%0.18%
Fund size (AUM)$45M$80M
Since20222022
Dividend yield0.52%1.38%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+34.7%+26.8%
CAGR 3Y+22.6%+14.3%
CAGR 5YN/AN/A
Sharpe 3Y0.970.59
Volatility 1Y17.24%17.05%
Max drawdown-22.27%-27.12%

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

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