Screener
TUGN vs FORH
STF Tactical Growth & Income ETF vs Formidable ETF
Key differences
Both TUGN and FORH are alternative ETFs. TUGN charges 0.65% a year and FORH 1.19%. The main difference: TUGN costs 0.54% less per year.
- TUGN costs 0.54% less per year.
- TUGN is much larger than FORH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TUGN has delivered higher annualized returns.
Side-by-side comparison
| TUGN | FORH | |
|---|---|---|
| Annual cost (TER) | 0.65% | 1.19% |
| Fund size (AUM) | $78M | $20M |
| Since | 2022 | 2021 |
| Dividend yield | 10.59% | 1.73% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | option income | option income |
| CAGR 1Y | +31.5% | +9.5% |
| CAGR 3Y | +21.8% | +3.3% |
| CAGR 5Y | N/A | +0.9% |
| Sharpe 3Y | 0.98 | 0.06 |
| Volatility 1Y | 16.24% | 16.05% |
| Max drawdown | -23.45% | -20.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.