Screener
TUGN vs MSTI
STF Tactical Growth & Income ETF vs Madison Short-Term Strategic Income ETF
Key differences
TUGN is an alternative ETF, while MSTI is a fixed income ETF. TUGN charges 0.65% a year and MSTI 0.36%.
- TUGN is an alternative fund, while MSTI is a fixed income fund. They carry different risk/return profiles.
- TUGN follows a option income strategy; MSTI uses active selection.
- MSTI costs 0.29% less per year.
Side-by-side comparison
| TUGN | MSTI | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.36% |
| Fund size (AUM) | $78M | $49M |
| Since | 2022 | 2023 |
| Dividend yield | 10.59% | 5.31% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +27.1% | +4.3% |
| CAGR 3Y | +20.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.90 | N/A |
| Volatility 1Y | 16.01% | 2.44% |
| Max drawdown | -23.45% | -1.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.