FTQI vs. TUGN
Compare and contrast key facts about First Trust Nasdaq BuyWrite Income ETF (FTQI) and STF Tactical Growth & Income ETF (TUGN).
FTQI and TUGN are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTQI is a passively managed fund by First Trust that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 6, 2014. TUGN is an actively managed fund by STF. It was launched on May 18, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTQI or TUGN.
Correlation
The correlation between FTQI and TUGN is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FTQI vs. TUGN - Performance Comparison
Key characteristics
FTQI:
1.61
TUGN:
1.21
FTQI:
2.14
TUGN:
1.65
FTQI:
1.31
TUGN:
1.22
FTQI:
2.11
TUGN:
1.44
FTQI:
9.79
TUGN:
3.96
FTQI:
1.84%
TUGN:
4.88%
FTQI:
11.21%
TUGN:
16.09%
FTQI:
-18.60%
TUGN:
-23.45%
FTQI:
-0.14%
TUGN:
-0.04%
Returns By Period
In the year-to-date period, FTQI achieves a 3.26% return, which is significantly lower than TUGN's 5.69% return.
FTQI
3.26%
1.84%
11.41%
18.51%
7.30%
5.90%
TUGN
5.69%
3.57%
15.21%
20.20%
N/A
N/A
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FTQI vs. TUGN - Expense Ratio Comparison
FTQI has a 0.75% expense ratio, which is higher than TUGN's 0.65% expense ratio.
Risk-Adjusted Performance
FTQI vs. TUGN — Risk-Adjusted Performance Rank
FTQI
TUGN
FTQI vs. TUGN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Nasdaq BuyWrite Income ETF (FTQI) 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.
Dividends
FTQI vs. TUGN - Dividend Comparison
FTQI's dividend yield for the trailing twelve months is around 11.44%, which matches TUGN's 11.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTQI First Trust Nasdaq BuyWrite Income ETF | 11.44% | 11.66% | 11.49% | 9.85% | 3.05% | 3.27% | 2.95% | 3.27% | 2.77% | 3.04% | 3.32% | 3.30% |
TUGN STF Tactical Growth & Income ETF | 11.36% | 11.84% | 11.29% | 7.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTQI vs. TUGN - Drawdown Comparison
The maximum FTQI drawdown since its inception was -18.60%, smaller than the maximum TUGN drawdown of -23.45%. Use the drawdown chart below to compare losses from any high point for FTQI and TUGN. For additional features, visit the drawdowns tool.
Volatility
FTQI vs. TUGN - Volatility Comparison
The current volatility for First Trust Nasdaq BuyWrite Income ETF (FTQI) is 3.34%, while STF Tactical Growth & Income ETF (TUGN) has a volatility of 4.57%. This indicates that FTQI experiences smaller price fluctuations and is considered to be less risky than TUGN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.