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TUGN vs FDAT

STF Tactical Growth & Income ETF vs Tactical Advantage ETF

TUGN

STF Tactical Growth & Income ETF

STFM

Annual cost

0.65%

Fund size

$78M

FDAT

Tactical Advantage ETF

Tactical Advantage

Annual cost

0.78%

Fund size

$35M

Key differences

  • TUGN costs 0.13% less per year.
  • TUGN follows a option income strategy; FDAT uses tactical allocation.
  • Over the last 3 years, TUGN has delivered higher annualized returns.

Side-by-side comparison

TUGNFDAT
Annual cost (TER)0.65%0.78%
Fund size (AUM)$78M$35M
Since20222023
Dividend yield11.46%5.68%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incometactical allocation
CAGR 1Y+38.7%+12.6%
CAGR 3Y+24.1%+8.9%
CAGR 5YN/AN/A
Sharpe 3Y1.100.57
Volatility 1Y15.38%9.95%
Max drawdown-23.45%-8.20%

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

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