Screener
TUG vs STXV
STF Tactical Growth ETF vs Strive 1000 Value ETF
Key differences
TUG is a mixed asset ETF, while STXV is an equity ETF. TUG charges 0.65% a year and STXV 0.18%.
- TUG is a mixed asset fund, while STXV is an equity fund. They carry different risk/return profiles.
- TUG follows a active selection strategy; STXV uses index tracking.
- STXV costs 0.47% less per year.
- Over the last three years, TUG has delivered higher annualized returns.
Side-by-side comparison
| TUG | STXV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.18% |
| Fund size (AUM) | $45M | $79M |
| Since | 2022 | 2022 |
| Dividend yield | 0.52% | 2.24% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +34.7% | +28.6% |
| CAGR 3Y | +22.6% | +18.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.97 | 1.10 |
| Volatility 1Y | 17.24% | 10.14% |
| Max drawdown | -22.27% | -14.80% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.