TUGN vs. QQQ
Compare and contrast key facts about STF Tactical Growth & Income ETF (TUGN) and Invesco QQQ (QQQ).
TUGN and QQQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TUGN is an actively managed fund by STF. It was launched on May 18, 2022. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TUGN or QQQ.
Correlation
The correlation between TUGN and QQQ is 0.88, 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
TUGN vs. QQQ - Performance Comparison
Key characteristics
TUGN:
1.15
QQQ:
1.30
TUGN:
1.58
QQQ:
1.78
TUGN:
1.21
QQQ:
1.24
TUGN:
1.37
QQQ:
1.76
TUGN:
3.79
QQQ:
6.08
TUGN:
4.88%
QQQ:
3.92%
TUGN:
16.14%
QQQ:
18.35%
TUGN:
-23.45%
QQQ:
-82.98%
TUGN:
-1.91%
QQQ:
-2.49%
Returns By Period
In the year-to-date period, TUGN achieves a 3.71% return, which is significantly higher than QQQ's 2.90% return.
TUGN
3.71%
-0.08%
13.35%
16.26%
N/A
N/A
QQQ
2.90%
-1.02%
9.93%
20.80%
18.77%
18.06%
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TUGN vs. QQQ - Expense Ratio Comparison
TUGN has a 0.65% expense ratio, which is higher than QQQ's 0.20% expense ratio.
Risk-Adjusted Performance
TUGN vs. QQQ — Risk-Adjusted Performance Rank
TUGN
QQQ
TUGN vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for STF Tactical Growth & Income ETF (TUGN) and Invesco QQQ (QQQ). 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
TUGN vs. QQQ - Dividend Comparison
TUGN's dividend yield for the trailing twelve months is around 10.62%, more than QQQ's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TUGN STF Tactical Growth & Income ETF | 10.62% | 11.84% | 11.29% | 7.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QQQ Invesco QQQ | 0.54% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% |
Drawdowns
TUGN vs. QQQ - Drawdown Comparison
The maximum TUGN drawdown since its inception was -23.45%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for TUGN and QQQ. For additional features, visit the drawdowns tool.
Volatility
TUGN vs. QQQ - Volatility Comparison
The current volatility for STF Tactical Growth & Income ETF (TUGN) is 4.63%, while Invesco QQQ (QQQ) has a volatility of 5.02%. This indicates that TUGN experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.