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TUGN vs LGH

STF Tactical Growth & Income ETF vs HCM Defender 500 Index ETF

TUGN

STF Tactical Growth & Income ETF

STFM

Annual cost

0.65%

Fund size

$78M

LGH

HCM Defender 500 Index ETF

Howard Capital Management

Annual cost

1.00%

Fund size

$555M

Key differences

  • TUGN costs 0.35% less per year.
  • LGH is significantly larger than TUGN — larger funds tend to be more liquid and less likely to close.
  • TUGN follows a option income strategy; LGH uses tactical allocation.
  • Over the last 3 years, TUGN has delivered higher annualized returns.

Side-by-side comparison

TUGNLGH
Annual cost (TER)0.65%1.00%
Fund size (AUM)$78M$555M
Since20222019
Dividend yield11.46%0.39%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incometactical allocation
CAGR 1Y+35.8%+27.9%
CAGR 3Y+24.2%+21.8%
CAGR 5YN/A+11.5%
Sharpe 3Y1.101.04
Volatility 1Y15.35%15.64%
Max drawdown-23.45%-29.60%

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

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