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TUGN vs LQ

STF Tactical Growth & Income ETF vs Simplify Tax Aware Alternatives ETF

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

LQ

Simplify Tax Aware Alternatives ETF

Annual cost

0.15%

Fund size

$2M

Key differences

TUGN is an alternative ETF, while LQ is an equity ETF. TUGN charges 0.65% a year and LQ 0.15%.

  • TUGN is an alternative fund, while LQ is an equity fund. They carry different risk/return profiles.
  • TUGN follows a option income strategy; LQ uses active selection.
  • TUGN covers North America; LQ covers global markets.
  • LQ costs 0.50% less per year.
  • TUGN is much larger than LQ. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TUGNLQ
Annual cost (TER)0.65%0.15%
Fund size (AUM)$78M$2M
Since20222026
Dividend yield10.59%
Asset classalternativeequity
Regionnorth americaglobal
Strategyoption incomeactive selection
CAGR 1Y+31.5%N/A
CAGR 3Y+21.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.98N/A
Volatility 1Y16.24%
Max drawdown-23.45%-4.44%

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

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