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TUGN vs FTLS

STF Tactical Growth & Income ETF vs First Trust Long/Short Equity ETF

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

FTLS

First Trust Long/Short Equity ETF

Annual cost

1.38%

Fund size

$2.3B

Key differences

Both TUGN and FTLS are alternative ETFs. TUGN charges 0.65% a year and FTLS 1.38%. The main difference: TUGN follows a option income strategy; FTLS uses long short.

  • TUGN follows a option income strategy; FTLS uses long short.
  • TUGN costs 0.73% less per year.
  • FTLS is much larger than TUGN. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, TUGN has delivered higher annualized returns.
  • FTLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TUGNFTLS
Annual cost (TER)0.65%1.38%
Fund size (AUM)$78M$2.3B
Since20222014
Dividend yield10.59%0.90%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomelong short
CAGR 1Y+27.1%+12.1%
CAGR 3Y+20.0%+13.4%
CAGR 5YN/A+9.8%
Sharpe 3Y0.900.96
Volatility 1Y16.01%8.31%
Max drawdown-23.45%-20.54%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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