Screener
TUGN vs CGSM
STF Tactical Growth & Income ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
TUGN is an alternative ETF, while CGSM is a fixed income ETF. TUGN charges 0.65% a year and CGSM 0.25%.
- TUGN is an alternative fund, while CGSM is a fixed income fund. They carry different risk/return profiles.
- TUGN follows a option income strategy; CGSM uses index tracking.
- CGSM costs 0.40% less per year.
- CGSM is much larger than TUGN. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| TUGN | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.25% |
| Fund size (AUM) | $78M | $1.2B |
| Since | 2022 | 2023 |
| Dividend yield | 10.59% | 3.00% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +27.1% | +4.5% |
| CAGR 3Y | +20.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.90 | N/A |
| Volatility 1Y | 16.01% | 1.34% |
| Max drawdown | -23.45% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.