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TUGN vs STXD

STF Tactical Growth & Income ETF vs Strive 1000 Dividend Growth ETF

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

STXD

Strive 1000 Dividend Growth ETF

Annual cost

0.35%

Fund size

$66M

Key differences

TUGN is an alternative ETF, while STXD is an equity ETF. TUGN charges 0.65% a year and STXD 0.35%.

  • TUGN is an alternative fund, while STXD is an equity fund. They carry different risk/return profiles.
  • TUGN follows a option income strategy; STXD uses index tracking.
  • STXD costs 0.30% less per year.
  • Over the last three years, TUGN has delivered higher annualized returns.

Side-by-side comparison

TUGNSTXD
Annual cost (TER)0.65%0.35%
Fund size (AUM)$78M$66M
Since20222022
Dividend yield10.59%1.21%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+31.5%+16.6%
CAGR 3Y+21.8%+15.5%
CAGR 5YN/AN/A
Sharpe 3Y0.980.85
Volatility 1Y16.24%11.84%
Max drawdown-23.45%-14.87%

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

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