Screener
TUGN vs ULST
STF Tactical Growth & Income ETF vs State Street Ultra Short Term Bond ETF
Key differences
TUGN is an alternative ETF, while ULST is a fixed income ETF. TUGN charges 0.65% a year and ULST 0.20%.
- TUGN is an alternative fund, while ULST is a fixed income fund. They carry different risk/return profiles.
- TUGN follows a option income strategy; ULST uses active selection.
- ULST costs 0.45% less per year.
- ULST 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.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TUGN | ULST | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.20% |
| Fund size (AUM) | $78M | $552M |
| Since | 2022 | 2013 |
| Dividend yield | 10.59% | 4.22% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +27.1% | +4.0% |
| CAGR 3Y | +20.0% | +5.0% |
| CAGR 5Y | N/A | +3.5% |
| Sharpe 3Y | 0.90 | 1.21 |
| Volatility 1Y | 16.01% | 0.66% |
| Max drawdown | -23.45% | -6.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.