TUGN vs. SCHD
Compare and contrast key facts about STF Tactical Growth & Income ETF (TUGN) and Schwab US Dividend Equity ETF (SCHD).
TUGN and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TUGN or SCHD.
Correlation
The correlation between TUGN and SCHD is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TUGN vs. SCHD - Performance Comparison
Key characteristics
TUGN:
1.15
SCHD:
1.23
TUGN:
1.58
SCHD:
1.82
TUGN:
1.21
SCHD:
1.21
TUGN:
1.37
SCHD:
1.76
TUGN:
3.79
SCHD:
4.51
TUGN:
4.88%
SCHD:
3.11%
TUGN:
16.14%
SCHD:
11.39%
TUGN:
-23.45%
SCHD:
-33.37%
TUGN:
-1.91%
SCHD:
-3.58%
Returns By Period
In the year-to-date period, TUGN achieves a 3.71% return, which is significantly higher than SCHD's 3.26% return.
TUGN
3.71%
-0.08%
13.35%
16.26%
N/A
N/A
SCHD
3.26%
1.04%
3.19%
12.82%
11.66%
11.15%
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TUGN vs. SCHD - Expense Ratio Comparison
TUGN has a 0.65% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
TUGN vs. SCHD — Risk-Adjusted Performance Rank
TUGN
SCHD
TUGN vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for STF Tactical Growth & Income ETF (TUGN) and Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
TUGN's dividend yield for the trailing twelve months is around 10.62%, more than SCHD's 3.53% 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% |
SCHD Schwab US Dividend Equity ETF | 3.53% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
TUGN vs. SCHD - Drawdown Comparison
The maximum TUGN drawdown since its inception was -23.45%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for TUGN and SCHD. For additional features, visit the drawdowns tool.
Volatility
TUGN vs. SCHD - Volatility Comparison
STF Tactical Growth & Income ETF (TUGN) has a higher volatility of 4.63% compared to Schwab US Dividend Equity ETF (SCHD) at 3.10%. This indicates that TUGN's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.