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Sunday, August 23, 2026The Morning Brief →Sign in
TUGSTF TACTICAL GROWTH ETF

STF TACTICAL GROWTH ETF

Price & daily flows

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN

$186Massets under management
expense ratio
net flow, trailing month
3Kavg daily volume, 30 days
0holdings · US-domiciled
2024listed May 3, 2024 · beta 1.37
Sector weights
Technology52.29%
Technology Services33.59%
Electronic Technology29.82%
Communication Services15.55%
Consumer Cyclical12.09%
Retail Trade10.71%
Healthcare6.38%
Health Technology6.37%
Consumer Defensive6.27%
Consumer Services5.1%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Country weights
United States97.03%
Netherlands0.99%
United Kingdom0.68%
Brazil0.65%
China0.65%
PORTFOLIO COMPOSITION, LATEST DISCLOSURE
Performance
1 week
1 month
3 months
6 months
YTD
1 year
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

The case against TUG

Due diligence cuts both ways. These funds sit on the same shelf and beat TUG on at least one dimension that matters — the fee, the asset base, or where the money is going.

FundFeeAssetsFlow, 1MThe case
IVW iShares S&P 500 Growth ETF0.18%$77.4B+$322M417× the assets · +$322M in over the monthHead-to-head
IVE iShares S&P 500 Value ETF0.18%$50.4B+$51M271× the assets · +$51M in over the monthHead-to-head
QUAL iShares MSCI USA Quality Factor ETF0.15%$47.9B+$574M258× the assets · +$574M in over the monthHead-to-head
IUSG iShares Core S&P U.S. Growth ETF0.04%$33.8B+$668M182× the assets · +$668M in over the monthHead-to-head
EFV iShares MSCI EAFE Value ETF0.34%$31.4B+$2.8B169× the assets · +$2.8B in over the monthHead-to-head
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InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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