AAAA vs. TUGN

Last updated Jun 25, 2026

AAAA (Amplius Aggressive Asset Allocation ETF) and TUGN (STF Tactical Growth & Income ETF) are both Diversified Portfolio funds. Both are actively managed. Their correlation of 0.91 suggests significant overlap in exposure. AAAA charges 0.49%/yr vs 0.65%/yr for TUGN.

Performance

AAAA vs. TUGN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Amplius Aggressive Asset Allocation ETF (AAAA) and STF Tactical Growth & Income ETF (TUGN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, AAAA achieves a 10.05% return, which is significantly lower than TUGN's 15.33% return.

AAAA

• 1D: -0.13%
• 1M: -0.44%
• YTD: 10.05%
• 6M: 8.97%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

TUGN

• 1D: -0.40%
• 1M: 0.14%
• YTD: 15.33%
• 6M: 13.84%
• 1Y: 29.09%
• 3Y*: 20.75%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

AAAA vs. TUGN - Yearly Performance Comparison

	2026 (YTD)	2025
AAAA Amplius Aggressive Asset Allocation ETF	10.05%	10.11%
TUGN STF Tactical Growth & Income ETF	15.33%	8.28%

Correlation

The correlation between AAAA and TUGN is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 16, 2025	0.91

Return for Risk

AAAA vs. TUGN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AAAA

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

TUGN

TUGN Risk / Return Rank: 54
TUGN Sharpe Ratio Rank: 59
TUGN Sortino Ratio Rank: 54
TUGN Omega Ratio Rank: 58
TUGN Calmar Ratio Rank: 51
TUGN Martin Ratio Rank: 50

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AAAA vs. TUGN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amplius Aggressive Asset Allocation ETF (AAAA) and STF Tactical Growth & Income ETF (TUGN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AAAA	TUGN	Difference
Sharpe ratio: Return per unit of total volatility	—	1.75	—
Sortino ratio: Return per unit of downside risk	—	2.33	—
Omega ratio: Gain probability vs. loss probability	—	1.32	—
Calmar ratio: Return relative to maximum drawdown	—	2.26	—
Martin ratio: Return relative to average drawdown	—	7.65	—

Drawdowns

AAAA vs. TUGN - Drawdown Comparison

The maximum AAAA drawdown since its inception was -7.83%, smaller than the maximum TUGN drawdown of -23.45%. Use the drawdown chart below to compare losses from any high point for AAAA and TUGN.

Drawdown Indicators

	AAAA	TUGN	Difference
Max Drawdown Largest peak-to-trough decline	-7.83%	-23.45%	+15.62%
Max Drawdown (1Y) Largest decline over 1 year	—	-12.96%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-21.60%	—
Current Drawdown Current decline from peak	-2.62%	-3.66%	+1.04%
Average Drawdown Average peak-to-trough decline	-1.05%	-6.38%	+5.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.81%	—

Volatility

Volatility by Period

	AAAA	TUGN	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.02%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.60%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.84%	16.79%	-4.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.84%	17.32%	-5.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.84%	17.32%	-5.48%

AAAA vs. TUGN - Expense Ratio Comparison

AAAA has a 0.49% expense ratio, which is lower than TUGN's 0.65% expense ratio.

Dividends

AAAA vs. TUGN - Dividend Comparison

AAAA's dividend yield for the trailing twelve months is around 0.81%, less than TUGN's 10.86% yield.

Position	TTM	2025	2024	2023	2022
AAAA Amplius Aggressive Asset Allocation ETF	0.81%	0.79%	0.00%	0.00%	0.00%
TUGN STF Tactical Growth & Income ETF	10.86%	11.50%	11.84%	10.83%	7.58%

Frequently Asked Questions

Can I hold both AAAA and TUGN in my portfolio?

With a correlation of 0.91, AAAA and TUGN move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, AAAA or TUGN?

On fees, AAAA is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AAAA or TUGN?

AAAA is cheaper with a 0.49% expense ratio, compared with 0.65% for TUGN.

Which ETF pays a higher dividend yield, AAAA or TUGN?

TUGN has the higher dividend yield at 10.86%, compared with 0.81% for AAAA.

What is the main difference between AAAA and TUGN?

They also come from different issuers: Amplius and STF. Their fees differ too: 0.49% for AAAA and 0.65% for TUGN.