TUGN vs. VPC
Compare and contrast key facts about STF Tactical Growth & Income ETF (TUGN) and Virtus Private Credit Strategy ETF (VPC).
TUGN and VPC 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. VPC is a passively managed fund by Virtus Investment Partners that tracks the performance of the Indxx Private Credit Index. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TUGN or VPC.
Correlation
The correlation between TUGN and VPC is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TUGN vs. VPC - Performance Comparison
Key characteristics
TUGN:
1.21
VPC:
1.71
TUGN:
1.65
VPC:
2.29
TUGN:
1.22
VPC:
1.31
TUGN:
1.44
VPC:
2.39
TUGN:
3.96
VPC:
8.85
TUGN:
4.88%
VPC:
1.67%
TUGN:
16.09%
VPC:
8.57%
TUGN:
-23.45%
VPC:
-53.45%
TUGN:
-0.04%
VPC:
0.00%
Returns By Period
In the year-to-date period, TUGN achieves a 5.69% return, which is significantly higher than VPC's 4.92% return.
TUGN
5.69%
3.57%
15.21%
20.20%
N/A
N/A
VPC
4.92%
3.63%
9.20%
13.64%
8.05%
N/A
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TUGN vs. VPC - Expense Ratio Comparison
TUGN has a 0.65% expense ratio, which is lower than VPC's 5.53% expense ratio.
Risk-Adjusted Performance
TUGN vs. VPC — Risk-Adjusted Performance Rank
TUGN
VPC
TUGN vs. VPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for STF Tactical Growth & Income ETF (TUGN) and Virtus Private Credit Strategy ETF (VPC). 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. VPC - Dividend Comparison
TUGN's dividend yield for the trailing twelve months is around 11.36%, more than VPC's 10.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
TUGN STF Tactical Growth & Income ETF | 11.36% | 11.84% | 11.29% | 7.58% | 0.00% | 0.00% | 0.00% |
VPC Virtus Private Credit Strategy ETF | 10.73% | 11.26% | 11.71% | 10.74% | 6.31% | 10.05% | 8.18% |
Drawdowns
TUGN vs. VPC - Drawdown Comparison
The maximum TUGN drawdown since its inception was -23.45%, smaller than the maximum VPC drawdown of -53.45%. Use the drawdown chart below to compare losses from any high point for TUGN and VPC. For additional features, visit the drawdowns tool.
Volatility
TUGN vs. VPC - Volatility Comparison
STF Tactical Growth & Income ETF (TUGN) has a higher volatility of 4.57% compared to Virtus Private Credit Strategy ETF (VPC) at 2.13%. This indicates that TUGN's price experiences larger fluctuations and is considered to be riskier than VPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.