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TUG vs VOTE

STF Tactical Growth ETF vs TCW Transform 500 ETF

TUG

STF Tactical Growth ETF

Annual cost

0.65%

Fund size

$45M

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

Key differences

TUG is a mixed asset ETF, while VOTE is an equity ETF. TUG charges 0.65% a year and VOTE 0.05%.

  • TUG is a mixed asset fund, while VOTE is an equity fund. They carry different risk/return profiles.
  • TUG follows a active selection strategy; VOTE uses index tracking.
  • VOTE costs 0.60% less per year.
  • VOTE is much larger than TUG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TUGVOTE
Annual cost (TER)0.65%0.05%
Fund size (AUM)$45M$1.1B
Since20222021
Dividend yield0.52%0.89%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+34.5%+26.1%
CAGR 3Y+21.9%+22.6%
CAGR 5YN/AN/A
Sharpe 3Y0.941.19
Volatility 1Y16.93%12.40%
Max drawdown-22.27%-25.70%

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

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