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TUGN vs VOTE

STF Tactical Growth & Income ETF vs TCW Transform 500 ETF

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

Key differences

TUGN is an alternative ETF, while VOTE is an equity ETF. TUGN charges 0.65% a year and VOTE 0.05%.

  • TUGN is an alternative fund, while VOTE is an equity fund. They carry different risk/return profiles.
  • TUGN follows a option income strategy; VOTE uses index tracking.
  • VOTE costs 0.60% less per year.
  • VOTE is much larger than TUGN. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VOTE has delivered higher annualized returns.

Side-by-side comparison

TUGNVOTE
Annual cost (TER)0.65%0.05%
Fund size (AUM)$78M$1.1B
Since20222021
Dividend yield10.59%0.89%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+30.9%+26.1%
CAGR 3Y+21.0%+22.6%
CAGR 5YN/AN/A
Sharpe 3Y0.951.19
Volatility 1Y15.91%12.40%
Max drawdown-23.45%-25.70%

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

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