Screener
TUGN vs CGMS
STF Tactical Growth & Income ETF vs Capital Group U.S. Multi-Sector Income ETF
Key differences
TUGN is an alternative ETF, while CGMS is a fixed income ETF. TUGN charges 0.65% a year and CGMS 0.39%.
- TUGN is an alternative fund, while CGMS is a fixed income fund. They carry different risk/return profiles.
- TUGN follows a option income strategy; CGMS uses index tracking.
- CGMS costs 0.26% less per year.
- CGMS 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 | CGMS | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.39% |
| Fund size (AUM) | $78M | $4.9B |
| Since | 2022 | 2022 |
| Dividend yield | 10.59% | 6.08% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +27.1% | +6.5% |
| CAGR 3Y | +20.0% | +7.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.90 | 0.88 |
| Volatility 1Y | 16.01% | 3.44% |
| Max drawdown | -23.45% | -4.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.