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TUGN vs FLTB
STF Tactical Growth & Income ETF vs Fidelity Limited Term Bond ETF
Key differences
- FLTB costs 0.40% less per year.
- FLTB is significantly larger than TUGN — larger funds tend to be more liquid and less likely to close.
- TUGN is classified as alternative, while FLTB is fixed income — different risk/return profiles.
- TUGN follows a option income strategy; FLTB uses index tracking.
- Over the last 3 years, TUGN has delivered higher annualized returns.
- FLTB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TUGN | FLTB | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.25% |
| Fund size (AUM) | $78M | $389M |
| Since | 2022 | 2014 |
| Dividend yield | 11.46% | 4.36% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +35.8% | +4.7% |
| CAGR 3Y | +24.2% | +5.3% |
| CAGR 5Y | N/A | +2.2% |
| Sharpe 3Y | 1.10 | 0.67 |
| Volatility 1Y | 15.35% | 2.14% |
| Max drawdown | -23.45% | -9.37% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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