Screener
TUG vs XNAV
STF Tactical Growth ETF vs FundX Aggressive ETF
Key differences
TUG is a mixed asset ETF, while XNAV is an alternative ETF. TUG charges 0.65% a year and XNAV 1.27%.
- TUG is a mixed asset fund, while XNAV is an alternative fund. They carry different risk/return profiles.
- TUG costs 0.62% less per year.
- Over the last three years, XNAV has delivered higher annualized returns.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TUG | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.27% |
| Fund size (AUM) | $45M | $34M |
| Since | 2022 | 2002 |
| Dividend yield | 0.52% | 0.47% |
| Asset class | mixed asset | alternative |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +34.7% | +39.1% |
| CAGR 3Y | +22.6% | +24.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.97 | 1.03 |
| Volatility 1Y | 17.24% | 17.88% |
| Max drawdown | -22.27% | -24.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.