TUGN vs. SPY
Compare and contrast key facts about STF Tactical Growth & Income ETF (TUGN) and SPDR S&P 500 ETF (SPY).
TUGN and SPY 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. 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: TUGN or SPY.
Correlation
The correlation between TUGN and SPY is 0.82, 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. SPY - Performance Comparison
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Key characteristics
TUGN:
0.38
SPY:
0.50
TUGN:
0.69
SPY:
0.88
TUGN:
1.10
SPY:
1.13
TUGN:
0.41
SPY:
0.56
TUGN:
1.22
SPY:
2.17
TUGN:
7.34%
SPY:
4.85%
TUGN:
23.43%
SPY:
20.02%
TUGN:
-23.45%
SPY:
-55.19%
TUGN:
-9.36%
SPY:
-7.65%
Returns By Period
In the year-to-date period, TUGN achieves a -4.16% return, which is significantly lower than SPY's -3.42% return.
TUGN
-4.16%
3.57%
-3.64%
8.92%
N/A
N/A
SPY
-3.42%
2.87%
-5.06%
9.87%
15.76%
12.35%
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TUGN vs. SPY - Expense Ratio Comparison
TUGN has a 0.65% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TUGN vs. SPY — Risk-Adjusted Performance Rank
TUGN
SPY
TUGN vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for STF Tactical Growth & Income ETF (TUGN) 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
TUGN vs. SPY - Dividend Comparison
TUGN's dividend yield for the trailing twelve months is around 12.81%, more than SPY's 1.27% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
TUGN STF Tactical Growth & Income ETF | 12.81% | 11.84% | 11.29% | 7.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TUGN vs. SPY - Drawdown Comparison
The maximum TUGN drawdown since its inception was -23.45%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TUGN and SPY. For additional features, visit the drawdowns tool.
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Volatility
TUGN vs. SPY - Volatility Comparison
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