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TUGN vs DYTA

STF Tactical Growth & Income ETF vs SGI Dynamic Tactical ETF

TUGN

STF Tactical Growth & Income ETF

STFM

Annual cost

0.65%

Fund size

$78M

DYTA

SGI Dynamic Tactical ETF

Summit Global Investments

Annual cost

1.32%

Fund size

$96M

Key differences

  • TUGN costs 0.67% less per year.
  • TUGN is classified as alternative, while DYTA is mixed asset — different risk/return profiles.
  • TUGN follows a option income strategy; DYTA uses active selection.
  • Over the last 3 years, TUGN has delivered higher annualized returns.

Side-by-side comparison

TUGNDYTA
Annual cost (TER)0.65%1.32%
Fund size (AUM)$78M$96M
Since20222023
Dividend yield11.46%1.59%
Asset classalternativemixed asset
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+38.7%+14.4%
CAGR 3Y+24.1%+11.7%
CAGR 5YN/AN/A
Sharpe 3Y1.100.74
Volatility 1Y15.38%9.63%
Max drawdown-23.45%-9.41%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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