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TUGN vs CGHM

STF Tactical Growth & Income ETF vs Capital Group Municipal High-Income ETF

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

CGHM

Capital Group Municipal High-Income ETF

Annual cost

0.34%

Fund size

$3.1B

Key differences

TUGN is an alternative ETF, while CGHM is a fixed income ETF. TUGN charges 0.65% a year and CGHM 0.34%.

  • TUGN is an alternative fund, while CGHM is a fixed income fund. They carry different risk/return profiles.
  • TUGN follows a option income strategy; CGHM uses index tracking.
  • CGHM costs 0.31% less per year.
  • CGHM is much larger than TUGN. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TUGNCGHM
Annual cost (TER)0.65%0.34%
Fund size (AUM)$78M$3.1B
Since20222024
Dividend yield10.59%3.82%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+27.1%+9.2%
CAGR 3Y+20.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.90N/A
Volatility 1Y16.01%3.12%
Max drawdown-23.45%-5.90%

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

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