Screener
TUGN vs RLY
STF Tactical Growth & Income ETF vs State Street Multi-Asset Real Return ETF
Key differences
TUGN is an alternative ETF, while RLY is a fixed income ETF. TUGN charges 0.65% a year and RLY 0.50%.
- TUGN is an alternative fund, while RLY is a fixed income fund. They carry different risk/return profiles.
- TUGN follows a option income strategy; RLY uses active selection.
- RLY costs 0.15% less per year.
- RLY is much larger than TUGN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, TUGN has delivered higher annualized returns.
- RLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TUGN | RLY | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.50% |
| Fund size (AUM) | $78M | $1.2B |
| Since | 2022 | 2012 |
| Dividend yield | 10.59% | 2.89% |
| Asset class | alternative | fixed income |
| Region | north america | — |
| Strategy | option income | active selection |
| CAGR 1Y | +31.5% | +28.0% |
| CAGR 3Y | +21.8% | +14.0% |
| CAGR 5Y | N/A | +10.0% |
| Sharpe 3Y | 0.98 | 0.90 |
| Volatility 1Y | 16.24% | 10.38% |
| Max drawdown | -23.45% | -34.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.