Correlation
The correlation between TUG and SPY is 0.85, 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.
TUG vs. SPY
Compare and contrast key facts about STF Tactical Growth ETF (TUG) and SPDR S&P 500 ETF (SPY).
TUG and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TUG is an actively managed fund by STF. It was launched on May 18, 2022. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TUG or SPY.
Performance
TUG vs. SPY - Performance Comparison
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Key characteristics
TUG:
0.45
SPY:
0.70
TUG:
0.68
SPY:
1.02
TUG:
1.09
SPY:
1.15
TUG:
0.40
SPY:
0.68
TUG:
1.13
SPY:
2.57
TUG:
7.84%
SPY:
4.93%
TUG:
24.61%
SPY:
20.42%
TUG:
-22.27%
SPY:
-55.19%
TUG:
-3.08%
SPY:
-3.55%
Returns By Period
In the year-to-date period, TUG achieves a 2.30% return, which is significantly higher than SPY's 0.87% return.
TUG
2.30%
8.31%
2.73%
11.16%
13.12%
N/A
N/A
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
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TUG vs. SPY - Expense Ratio Comparison
TUG has a 0.65% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TUG vs. SPY — Risk-Adjusted Performance Rank
TUG
SPY
TUG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for STF Tactical Growth ETF (TUG) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
TUG vs. SPY - Dividend Comparison
TUG's dividend yield for the trailing twelve months is around 4.84%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TUG STF Tactical Growth ETF | 4.84% | 4.97% | 0.99% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TUG vs. SPY - Drawdown Comparison
The maximum TUG drawdown since its inception was -22.27%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TUG and SPY.
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Volatility
TUG vs. SPY - Volatility Comparison
STF Tactical Growth ETF (TUG) and SPDR S&P 500 ETF (SPY) have volatilities of 5.04% and 4.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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