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VOTE vs TUGN

TCW Transform 500 ETF vs STF Tactical Growth & Income ETF

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

TUGN

STF Tactical Growth & Income ETF

Annual cost

0.65%

Fund size

$78M

Key differences

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

  • VOTE is an equity fund, while TUGN is an alternative fund. They carry different risk/return profiles.
  • VOTE follows a index tracking strategy; TUGN uses option income.
  • 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

VOTETUGN
Annual cost (TER)0.05%0.65%
Fund size (AUM)$1.1B$78M
Since20212022
Dividend yield0.89%10.59%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+26.1%+30.9%
CAGR 3Y+22.6%+21.0%
CAGR 5YN/AN/A
Sharpe 3Y1.190.95
Volatility 1Y12.40%15.91%
Max drawdown-25.70%-23.45%

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

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