Screener
TUGN vs SAMT
STF Tactical Growth & Income ETF vs Strategas Macro Thematic Opportunities ETF
Key differences
- SAMT is significantly larger than TUGN — larger funds tend to be more liquid and less likely to close.
- TUGN follows a option income strategy; SAMT uses tactical allocation.
- Over the last 3 years, SAMT has delivered higher annualized returns.
Side-by-side comparison
| TUGN | SAMT | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.66% |
| Fund size (AUM) | $78M | $619M |
| Since | 2022 | 2022 |
| Dividend yield | 11.46% | 0.62% |
| Asset class | alternative | alternative |
| Region | north america | — |
| Strategy | option income | tactical allocation |
| CAGR 1Y | +35.8% | +46.3% |
| CAGR 3Y | +24.2% | +28.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.10 | 1.45 |
| Volatility 1Y | 15.35% | 16.65% |
| Max drawdown | -23.45% | -20.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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