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TUGN vs FTBD

STF Tactical Growth & Income ETF vs Fidelity Tactical Bond ETF

TUGN

STF Tactical Growth & Income ETF

STFM

Annual cost

0.65%

Fund size

$78M

FTBD

Fidelity Tactical Bond ETF

Fidelity Investments

Annual cost

0.55%

Fund size

$37M

Key differences

  • FTBD costs 0.10% less per year.
  • TUGN is classified as alternative, while FTBD is fixed income — different risk/return profiles.
  • TUGN covers north america markets; FTBD covers global.
  • TUGN follows a option income strategy; FTBD uses index tracking.
  • Over the last 3 years, TUGN has delivered higher annualized returns.

Side-by-side comparison

TUGNFTBD
Annual cost (TER)0.65%0.55%
Fund size (AUM)$78M$37M
Since20222023
Dividend yield11.46%5.05%
Asset classalternativefixed income
Regionnorth americaglobal
Strategyoption incomeindex tracking
CAGR 1Y+35.8%+7.3%
CAGR 3Y+24.2%+5.2%
CAGR 5YN/AN/A
Sharpe 3Y1.100.30
Volatility 1Y15.35%4.37%
Max drawdown-23.45%-6.98%

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

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