TUGN vs. VPC

Last updated Aug 5, 2026

TUGN (STF Tactical Growth & Income ETF) and VPC (Virtus Private Credit ETF) are both exchange-traded funds - TUGN is a Diversified Portfolio fund actively managed by Shelton, while VPC is a Nontraditional Bonds fund tracking the Indxx Private Credit Index. TUGN is actively managed, while VPC is passively managed. Over the past 3 years, TUGN returned 21.02%/yr vs -0.29%/yr for VPC. Their 0.39 correlation means their historical movements had little consistent relationship. TUGN charges 0.65%/yr vs 0.75%/yr for VPC.

Performance

TUGN vs. VPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in STF Tactical Growth & Income ETF (TUGN) and Virtus Private Credit ETF (VPC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TUGN achieves a 18.08% return, which is significantly higher than VPC's -8.90% return.

TUGN

• 1D: 2.82%
• 1M: 1.96%
• 6M: 18.46%
• YTD: 18.08%
• 1Y: 26.98%
• 3Y*: 21.02%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 15.35%

VPC

• 1D: 1.06%
• 1M: 1.40%
• 6M: -5.83%
• YTD: -8.90%
• 1Y: -13.59%
• 3Y*: -0.29%
• 5Y*: 1.28%
• 10Y*: —
• ALL TIME*: 4.03%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
TUGN STF Tactical Growth & Income ETF	$654.11K	$710.47K	$821.00K
VPC Virtus Private Credit ETF	$191.61K	$173.10K	$170.99K

TUGN vs. VPC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
TUGN STF Tactical Growth & Income ETF	18.08%	19.11%	18.44%	34.84%	-18.78%
VPC Virtus Private Credit ETF	-8.90%	-6.75%	10.52%	22.20%	-3.91%

Correlation

The correlation between TUGN and VPC is 0.37, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.37
Correlation (3Y) Balances recent behavior with more history.	0.36
Correlation (All Time) Calculated using the full available price history since May 19, 2022	0.39

Return for Risk

TUGN vs. VPC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

TUGN

TUGN Risk / Return Rank: 53
TUGN Sharpe Ratio Rank: 56
TUGN Sortino Ratio Rank: 53
TUGN Omega Ratio Rank: 53
TUGN Calmar Ratio Rank: 52
TUGN Martin Ratio Rank: 51

VPC

VPC Risk / Return Rank: 3
VPC Sharpe Ratio Rank: 2
VPC Sortino Ratio Rank: 2
VPC Omega Ratio Rank: 2
VPC Calmar Ratio Rank: 4
VPC Martin Ratio Rank: 4

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TUGN vs. VPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for STF Tactical Growth & Income ETF (TUGN) and Virtus Private Credit 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	TUGN	VPC	Difference
Sharpe ratio: Return per unit of total volatility	1.52	-0.98	+2.50
Sortino ratio: Return per unit of downside risk	2.11	-1.33	+3.44
Omega ratio: Gain probability vs. loss probability	1.27	0.85	+0.42
Calmar ratio: Return relative to maximum drawdown	2.09	-0.63	+2.72
Martin ratio: Return relative to average drawdown	6.68	-1.08	+7.76

TUGN vs. VPC - Sharpe Ratio Comparison

The current TUGN Sharpe Ratio is 1.52, which is higher than the VPC Sharpe Ratio of -0.98. The chart below compares the historical Sharpe Ratios of TUGN and VPC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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.

Drawdown Indicators

	TUGN	VPC	Difference
Max Drawdown Largest peak-to-trough decline	-23.45%	-53.45%	+30.00%
Max Drawdown (1Y) Largest decline over 1 year	-12.96%	-21.55%	+8.59%
Max Drawdown (3Y) Largest decline over 3 years	-21.60%	-24.86%	+3.26%
Max Drawdown (5Y) Largest decline over 5 years	—	-24.86%	—
Current Drawdown Current decline from peak	-1.36%	-19.31%	+17.95%
Average Drawdown Average peak-to-trough decline	-6.31%	-7.97%	+1.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.05%	12.59%	-8.54%

Volatility

TUGN vs. VPC - Volatility Comparison

STF Tactical Growth & Income ETF (TUGN) has a higher volatility of 6.51% compared to Virtus Private Credit ETF (VPC) at 4.07%. 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.

Volatility by Period

	TUGN	VPC	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.51%	4.07%	+2.44%
Volatility (6M) Calculated over the trailing 6-month period	14.98%	11.10%	+3.88%
Volatility (1Y) Calculated over the trailing 1-year period	17.95%	13.90%	+4.05%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.46%	13.62%	+3.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.46%	20.42%	-2.96%

TUGN vs. VPC - Expense Ratio Comparison

TUGN has a 0.65% expense ratio, which is lower than VPC's 0.75% expense ratio.

Dividends

TUGN vs. VPC - Dividend Comparison

TUGN's dividend yield for the trailing twelve months is around 11.05%, less than VPC's 15.99% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019
TUGN STF Tactical Growth & Income ETF	11.05%	11.50%	11.84%	10.83%	7.58%	0.00%	0.00%	0.00%
VPC Virtus Private Credit ETF	15.99%	14.33%	11.26%	11.71%	10.74%	6.31%	10.06%	8.19%

Frequently Asked Questions

Can I hold both TUGN and VPC in my portfolio?

TUGN and VPC have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TUGN or VPC?

TUGN has higher volatility (6.51%) compared to VPC (4.07%). In terms of maximum drawdown, TUGN dropped -23.45% vs VPC's -53.45%.

Which ETF is better, TUGN or VPC?

On 3-year performance, TUGN leads with 21.02% vs -0.29% for VPC. On fees, TUGN is cheaper at 0.65% per year. On volatility, VPC has been the lower-risk option at 4.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, TUGN or VPC?

Over the 3-year period, TUGN has performed better with a 21.02% return vs -0.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, TUGN or VPC?

TUGN is cheaper with a 0.65% expense ratio, compared with 0.75% for VPC.

Which ETF pays a higher dividend yield, TUGN or VPC?

VPC has the higher dividend yield at 15.99%, compared with 11.05% for TUGN.

What is the main difference between TUGN and VPC?

TUGN is categorized as Diversified Portfolio, while VPC is Nontraditional Bonds. They also come from different issuers: Shelton and Virtus. Their fees differ too: 0.65% for TUGN and 0.75% for VPC.

Which has better risk-adjusted returns?

TUGN currently has the higher Sharpe Ratio (1.52 vs -0.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.