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TUG vs TACK

STF Tactical Growth ETF vs Fairlead Tactical Sector Fund

TUG

STF Tactical Growth ETF

Annual cost

0.65%

Fund size

$45M

TACK

Fairlead Tactical Sector Fund

Annual cost

0.69%

Fund size

$283M

Key differences

Both TUG and TACK are mixed asset ETFs. TUG charges 0.65% a year and TACK 0.69%. The main difference: TACK is much larger than TUG. Larger funds are usually more liquid and less likely to close.

  • TACK 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.

Side-by-side comparison

TUGTACK
Annual cost (TER)0.65%0.69%
Fund size (AUM)$45M$283M
Since20222022
Dividend yield0.52%1.22%
Asset classmixed assetmixed asset
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+34.7%-88.6%
CAGR 3Y+22.6%-48.1%
CAGR 5YN/AN/A
Sharpe 3Y0.97-0.41
Volatility 1Y17.24%90.59%
Max drawdown-22.27%-90.38%

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

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