Compare · 2 funds side by side · dividends reinvested

TUG and IUSG

TUGShelton Capital×IUSGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,466IUSG · best of the two

02 / 04

TUG and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

STF Tactical Growth ETFUS Stock Styles · Growth0.65%1.48%+13.3%+10.9%+23.1%[…]−12.3%19.3%$35M1.4

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.50%+9.8%+8.8%+27.2%+11.8%−13.0%18.2%$32.6B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: TUG 2022 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

STF Tactical Growth ETF · $35M[…]

TUG

IUSG

iShares Core S&P U.S. Growth ETF · $32.6B$17,466

$10,000 five years ago, dividends reinvested · they hold 53.5% in common

TUGMeasureIUSG

+13.3%Year to dateJan 1 → Nov 3+9.8%

+10.9%1 yearTotal return+8.8%

+23.1%3 years · per year$10,000 became $18,675 · $20,570+27.2%

[…]5 years · per year$10,000 became […] · $17,466+11.8%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

1.48%Trailing 12-mo yield$148 · $50 a year on $10k0.50%

−12.3%Worst dropSmaller is better−13.0%

19.3%VolatilityLower is calmer18.2%

TUGIUSG Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3TUG wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TUG vs IUSG: Top 5 Holdings

Today

TUG

33.7%in top 5

IUSG

in top 539.7%

TUGStockIUSG

8.5%NVDA13.5%

6.7%MSFT10.6%

9.0%AAPL6.9%

4.8%MUnot top 5

4.6%AMZNnot top 5

not top 5GOOGL4.5%

not top 5AVGO4.2%

Held in common53.5%

End-of-day Nov 3, 2026 · share of each fund

TUG vs IUSG Returns, Every Period

Shelton CapitalTUG

+10.9%

past year

IUSGiShares

+8.8%

past year

TUGIUSGFaded: behind in that period

2–1TUG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

TUG vs IUSG

YTD

Shelton CapitalTUG

+13.3%

IUSGiShares

+9.8%

+13.3%Year to date+9.8%

−12.3%Worst drop · 1Y−13.0%

19.3%Volatility · 1Y18.2%

1.5%Yield0.5%

$34.8MAssets$32.6B

3–1TUG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TUG, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

TUG0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TUG, IUSG

1.48%highest, TUG

FundTrailing yieldYield$10k

TUG1.48%$148

IUSG0.50%$50

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$83most kept, TUG

TUG$148 − $65 = $83

IUSG$50 − $4 = $46

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: TUG, IUSG

Today

53.5%most shared, TUG and IUSG

TUGIUSG

TUG—53.5%

IUSG53.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.9%TUG, at 19.3% volatility

IUSGWorst drop−13.0%18.2% vol

TUGWorst drop−12.3%19.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

TUGIUSG

+13.3%Year to date+9.8%

1.5%Yield0.5%

+10.9%Past year+8.8%

0.65%Fee0.04%

3–1TUG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026