Screener
TUGN vs KAT
STF Tactical Growth & Income ETF vs Scharf ETF
Key differences
TUGN is an alternative ETF, while KAT is an equity ETF. TUGN charges 0.65% a year and KAT 0.75%.
- TUGN is an alternative fund, while KAT is an equity fund. They carry different risk/return profiles.
- TUGN follows a option income strategy; KAT uses active selection.
- TUGN costs 0.10% less per year.
- KAT is much larger than TUGN. Larger funds are usually more liquid and less likely to close.
- KAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TUGN | KAT | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.75% |
| Fund size (AUM) | $78M | $682M |
| Since | 2022 | 2011 |
| Dividend yield | 10.59% | 0.39% |
| Asset class | alternative | equity |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +31.5% | N/A |
| CAGR 3Y | +21.8% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.98 | N/A |
| Volatility 1Y | 16.24% | — |
| Max drawdown | -23.45% | -9.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.