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TUGN vs HYLS

STF Tactical Growth & Income ETF vs First Trust Tactical High Yield ETF

TUGN

STF Tactical Growth & Income ETF

STFM

Annual cost

0.65%

Fund size

$78M

HYLS

First Trust Tactical High Yield ETF

First Trust

Annual cost

0.69%

Fund size

$1.6B

Key differences

  • HYLS is significantly larger than TUGN — larger funds tend to be more liquid and less likely to close.
  • TUGN follows a option income strategy; HYLS uses long short.
  • Over the last 3 years, TUGN has delivered higher annualized returns.
  • HYLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TUGNHYLS
Annual cost (TER)0.65%0.69%
Fund size (AUM)$78M$1.6B
Since20222013
Dividend yield11.46%6.65%
Asset classalternativealternative
Regionnorth america
Strategyoption incomelong short
CAGR 1Y+35.8%+5.9%
CAGR 3Y+24.2%+7.9%
CAGR 5YN/A+3.0%
Sharpe 3Y1.100.87
Volatility 1Y15.35%3.56%
Max drawdown-23.45%-22.99%

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

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