Screener
TUGN vs BALI
STF Tactical Growth & Income ETF vs iShares U.S. Large Cap Premium Income Active ETF
Key differences
Both TUGN and BALI are alternative ETFs. TUGN charges 0.65% a year and BALI 0.35%. The main difference: BALI costs 0.30% less per year.
- BALI costs 0.30% less per year.
- BALI is much larger than TUGN. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| TUGN | BALI | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.35% |
| Fund size (AUM) | $78M | $1.2B |
| Since | 2022 | 2023 |
| Dividend yield | 10.59% | 2.35% |
| Asset class | alternative | alternative |
| Region | north america | north america |
| Strategy | option income | option income |
| CAGR 1Y | +31.5% | +24.3% |
| CAGR 3Y | +21.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.98 | N/A |
| Volatility 1Y | 16.24% | 10.36% |
| Max drawdown | -23.45% | -16.65% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.