Screener
TUGN vs CDX
STF Tactical Growth & Income ETF vs Simplify High Yield ETF
Key differences
TUGN is an alternative ETF, while CDX is a fixed income ETF. TUGN charges 0.65% a year and CDX 0.25%.
- TUGN is an alternative fund, while CDX is a fixed income fund. They carry different risk/return profiles.
- TUGN follows a option income strategy; CDX uses multi strategy.
- CDX costs 0.40% less per year.
- CDX is much larger than TUGN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TUGN has delivered higher annualized returns.
Side-by-side comparison
| TUGN | CDX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.25% |
| Fund size (AUM) | $78M | $407M |
| Since | 2022 | 2022 |
| Dividend yield | 10.59% | 8.31% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | multi strategy |
| CAGR 1Y | +31.5% | -0.4% |
| CAGR 3Y | +21.8% | +7.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.98 | 0.43 |
| Volatility 1Y | 16.24% | 5.80% |
| Max drawdown | -23.45% | -13.24% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.