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VOTE vs TUG

TCW Transform 500 ETF vs STF Tactical Growth ETF

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

TUG

STF Tactical Growth ETF

Annual cost

0.65%

Fund size

$45M

Key differences

VOTE is an equity ETF, while TUG is a mixed asset ETF. VOTE charges 0.05% a year and TUG 0.65%.

  • VOTE is an equity fund, while TUG is a mixed asset fund. They carry different risk/return profiles.
  • VOTE follows a index tracking strategy; TUG uses active selection.
  • VOTE costs 0.60% less per year.
  • VOTE is much larger than TUG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

VOTETUG
Annual cost (TER)0.05%0.65%
Fund size (AUM)$1.1B$45M
Since20212022
Dividend yield0.89%0.52%
Asset classequitymixed asset
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+26.1%+34.5%
CAGR 3Y+22.6%+21.9%
CAGR 5YN/AN/A
Sharpe 3Y1.190.94
Volatility 1Y12.40%16.93%
Max drawdown-25.70%-22.27%

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

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