Screener
XNAV vs TUG
FundX Aggressive ETF vs STF Tactical Growth ETF
Key differences
XNAV is an alternative ETF, while TUG is a mixed asset ETF. XNAV charges 1.27% a year and TUG 0.65%.
- XNAV is an alternative fund, while TUG is a mixed asset fund. They carry different risk/return profiles.
- TUG costs 0.62% less per year.
- Over the last three years, XNAV has delivered higher annualized returns.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XNAV | TUG | |
|---|---|---|
| Annual cost (TER) | 1.27% | 0.65% |
| Fund size (AUM) | $34M | $45M |
| Since | 2002 | 2022 |
| Dividend yield | 0.47% | 0.52% |
| Asset class | alternative | mixed asset |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +39.1% | +34.7% |
| CAGR 3Y | +24.2% | +22.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 0.97 |
| Volatility 1Y | 17.88% | 17.24% |
| Max drawdown | -24.27% | -22.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.