GJUN vs TUG
FT Vest US Equity Moderate Buffer ETF - June vs STF Tactical Growth ETF
Which is better, GJUN or TUG?
TUG has been ahead.
TUG has a lower expense ratio. TUG led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | GJUN | TUG |
|---|---|---|
| Expense Ratio | 0.85% | 0.65%Best |
| AUM | $511M | $35M |
| Dividend Yield | 0.00% | 1.88% |
| Holdings | 10 | 204 |
| YTD Return | +6.43% | +19.37%Best |
| 1Y Return | +8.70% | +22.88%Best |
| 3Y Return (annualized) | +12.00% | +22.50%Best |
| Volatility (annualized) | 5.9%Best | 16.3% |
| Max Drawdown | -11.0%Best | -22.3% |
| $10,000 over 3.3 years | $14,082 | $18,277Best |
| Fund Family | First Trust Portfolios (US) | Shelton Capital Management |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Jun 16, 2023 | May 18, 2022 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 20, 2023 to Oct 14, 2026 (3.3 years).
GJUN vs TUG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.3 years both funds cover.
GJUN vs TUG Performance
FT Vest US Equity Moderate Buffer ETF - June (GJUN) is an ETF from First Trust Portfolios (US) and STF Tactical Growth ETF (TUG) is an ETF from Shelton Capital Management. Over the past year GJUN returned +8.70% while TUG returned +22.88%. Year to date, GJUN is up 6.43% versus a gain of 19.37% for TUG.
Over three years, GJUN compounded at +12.00% per year against +22.50% for TUG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TUG has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 5.9% for GJUN. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -11.0% for GJUN and -22.3% for TUG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
GJUN charges 0.85% per year while TUG charges 0.65%. On a $10,000 position that is $85 vs $65 annually, a gap of $20 per year that compounds over a long holding period. On income, GJUN currently yields 0.00% against 1.88% for TUG.
You are not choosing between two funds in isolation.
Whichever of GJUN and TUG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GJUN or TUG?
GJUN has an expense ratio of 0.85% while TUG charges 0.65%. TUG is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, GJUN or TUG?
Over the past year GJUN returned +8.70% vs +22.88% for TUG, so TUG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, GJUN or TUG?
TUG has been the more volatile fund at 16.3% annualized versus 5.9% for GJUN. Worst drawdown: GJUN -11.0% vs TUG -22.3%.
Should I hold both GJUN and TUG?
GJUN and TUG have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, GJUN or TUG?
GJUN yields 0.00% while TUG yields 1.88%, so TUG currently pays the higher dividend yield.
Is TUG better than GJUN?
TUG has a lower expense ratio. TUG led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.