Screener
TUGN vs STOT
STF Tactical Growth & Income ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF
Key differences
- STOT costs 0.20% less per year.
- STOT is significantly larger than TUGN — larger funds tend to be more liquid and less likely to close.
- TUGN is classified as alternative, while STOT is fixed income — different risk/return profiles.
- TUGN follows a option income strategy; STOT uses index tracking.
- Over the last 3 years, TUGN has delivered higher annualized returns.
- STOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TUGN | STOT | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.45% |
| Fund size (AUM) | $78M | $428M |
| Since | 2022 | 2016 |
| Dividend yield | 11.46% | 4.40% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +35.8% | +4.5% |
| CAGR 3Y | +24.2% | +5.4% |
| CAGR 5Y | N/A | +2.8% |
| Sharpe 3Y | 1.10 | 1.07 |
| Volatility 1Y | 15.35% | 1.38% |
| Max drawdown | -23.45% | -6.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to TUGN and STOT
Explore further