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TUGN vs FBND
STF Tactical Growth & Income ETF vs Fidelity Total Bond ETF
Key differences
- FBND costs 0.29% less per year.
- FBND is significantly larger than TUGN — larger funds tend to be more liquid and less likely to close.
- TUGN is classified as alternative, while FBND is fixed income — different risk/return profiles.
- TUGN covers north america markets; FBND covers global.
- TUGN follows a option income strategy; FBND uses index tracking.
- Over the last 3 years, TUGN has delivered higher annualized returns.
- FBND has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TUGN | FBND | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.36% |
| Fund size (AUM) | $78M | $25.6B |
| Since | 2022 | 2014 |
| Dividend yield | 11.46% | 4.70% |
| Asset class | alternative | fixed income |
| Region | north america | global |
| Strategy | option income | index tracking |
| CAGR 1Y | +35.8% | +6.1% |
| CAGR 3Y | +24.2% | +4.5% |
| CAGR 5Y | N/A | +0.9% |
| Sharpe 3Y | 1.10 | 0.19 |
| Volatility 1Y | 15.35% | 3.90% |
| Max drawdown | -23.45% | -17.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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