NUGT vs TUG
Direxion Daily Gold Miners Index Bull 2X ETF vs STF Tactical Growth ETF
Which is better, NUGT or TUG?
Each has led over a different period.
TUG has a lower expense ratio. NUGT led over 3Y and the full window, TUG over 1Y.
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 | NUGT | TUG |
|---|---|---|
| Expense Ratio | 1.13% | 0.65%Best |
| AUM | $993M | $35M |
| Dividend Yield | 0.75% | 1.88% |
| Holdings | 20 | 204 |
| YTD Return | -27.70% | +19.37%Best |
| 1Y Return | -17.67% | +22.88%Best |
| 3Y Return (annualized) | +64.31%Best | +22.50% |
| 5Y Return (annualized) | +21.20% | - |
| Volatility (annualized) | 80.2% | 16.3%Best |
| Max Drawdown | -67.4% | -22.3%Best |
| $10,000 over 4.4 years | $28,734Best | $20,638 |
| Fund Family | Direxion Shares ETF Trust | Shelton Capital Management |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Dec 8, 2010 | May 18, 2022 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: May 20, 2022 to Oct 14, 2026 (4.4 years).
NUGT 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 4.4 years both funds cover.
NUGT vs TUG Performance
Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) is an ETF from Direxion Shares ETF Trust and STF Tactical Growth ETF (TUG) is an ETF from Shelton Capital Management. Over the past year NUGT returned -17.67% while TUG returned +22.88%. Year to date, NUGT is down 27.70% versus a gain of 19.37% for TUG.
Over three years, NUGT compounded at +64.31% per year against +22.50% for TUG. Across the full 4-year window we track, NUGT has the edge at +27.11% annualized vs +17.90%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NUGT has been the more volatile fund, with annualized monthly volatility of 80.2% compared with 16.3% for TUG. 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 -67.4% for NUGT 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 0.05. They move largely independently of each other.
Fees and Cost Over Time
NUGT charges 1.13% per year while TUG charges 0.65%. On a $10,000 position that is $113 vs $65 annually, a gap of $48 per year that compounds over a long holding period. On income, NUGT currently yields 0.75% against 1.88% for TUG.
Holdings Overlap
We hold position weights for 4 holdings in NUGT and 101 in TUG, totalling 41.7% and 98.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 4 positions we hold weights for in NUGT and 101 in TUG, against full books of 20 and 204.
You are not choosing between two funds in isolation.
Whichever of NUGT 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, NUGT or TUG?
NUGT has an expense ratio of 1.13% while TUG charges 0.65%. TUG is the cheaper option, by $48 a year on a $10,000 investment.
Which performed better, NUGT or TUG?
Over the past year NUGT returned -17.67% vs +22.88% for TUG, so TUG leads on 1-year performance. Over the longest common window we track (4 years), NUGT annualized +27.11% vs +17.90% for TUG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NUGT or TUG?
NUGT has been the more volatile fund at 80.2% annualized versus 16.3% for TUG. Worst drawdown: NUGT -67.4% vs TUG -22.3%.
Should I hold both NUGT and TUG?
NUGT and TUG have a monthly-return correlation of 0.05, 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, NUGT or TUG?
NUGT yields 0.75% while TUG yields 1.88%, so TUG currently pays the higher dividend yield.
Is TUG better than NUGT?
TUG has a lower expense ratio. NUGT led over 3Y and the full window, TUG over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.