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TYA vs TUGN

Simplify Intermediate Term Treasury Futures Strategy ETF vs STF Tactical Growth & Income ETF

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

Key differences

TYA is a fixed income ETF, while TUGN is an alternative ETF. TYA charges 0.25% a year and TUGN 0.65%.

  • TYA is a fixed income fund, while TUGN is an alternative fund. They carry different risk/return profiles.
  • TYA follows a active selection strategy; TUGN uses option income.
  • TYA costs 0.40% less per year.
  • Over the last three years, TUGN has delivered higher annualized returns.

Side-by-side comparison

TYATUGN
Annual cost (TER)0.25%0.65%
Fund size (AUM)$72M$78M
Since20212022
Dividend yield3.83%10.59%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+1.8%+27.1%
CAGR 3Y-2.8%+20.0%
CAGR 5YN/AN/A
Sharpe 3Y-0.280.90
Volatility 1Y12.57%16.01%
Max drawdown-51.15%-23.45%

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

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