Compare · 2 funds side by side · dividends reinvested

TUG and MGK

TUGShelton Capital×MGKVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,938MGK · best of the two

02 / 04

TUG and MGK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

STF Tactical Growth ETFUS Stock Styles · Growth0.65%1.46%+15.0%+12.2%+23.7%[…]−12.3%19.4%$35M1.4

Vanguard Morningstar Mega Cap Growth ETFUS Stock Styles · Growth0.05%0.35%+6.6%+4.1%+25.8%+12.4%−16.3%18.8%$34.9B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: TUG 2022 · MGK 2007

Head to Head

Swap sides Versus in desk

Head to Head

STF Tactical Growth ETF · $35M[…]

TUG

MGK

Vanguard Morningstar Mega Cap Growth ETF · $34.9B$17,938

$10,000 five years ago, dividends reinvested · they hold 61.6% in common

TUGMeasureMGK

+15.0%Year to dateJan 1 → Nov 4+6.6%

+12.2%1 yearTotal return+4.1%

+23.7%3 years · per year$10,000 became $18,929 · $19,907+25.8%

[…]5 years · per year$10,000 became […] · $17,938+12.4%

0.65%Expense ratio$65 · $5 a year on $10k · lower is better0.05%

1.46%Trailing 12-mo yield$146 · $35 a year on $10k0.35%

−12.3%Worst dropSmaller is better−16.3%

19.4%VolatilityLower is calmer18.8%

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

4–3TUG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TUG vs MGK: Top 5 Holdings

Today

TUG

33.7%in top 5

MGK

in top 545.6%

TUGStockMGK

8.5%NVDA13.7%

9.0%AAPL12.5%

6.7%MSFT9.5%

not top 5GOOGL5.0%

not top 5META5.0%

4.8%MUnot top 5

4.6%AMZNnot top 5

Held in common61.6%

End-of-day Nov 4, 2026 · share of each fund

TUG vs MGK Returns, Every Period

Shelton CapitalTUG

+12.2%

past year

MGKVanguard

+4.1%

past year

TUGMGKFaded: behind in that period

2–1TUG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TUG vs MGK

YTD

Shelton CapitalTUG

+15.0%

MGKVanguard

+6.6%

+15.0%Year to date+6.6%

−12.3%Worst drop · 1Y−16.3%

19.4%Volatility · 1Y18.8%

1.5%Yield0.3%

$34.8MAssets$34.9B

3–1TUG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TUG, MGK

Today

0.05%lowest, MGK

FundExpense ratioFee$10k

MGK0.05%$5

TUG0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TUG, MGK

1.46%highest, TUG

FundTrailing yieldYield$10k

TUG1.46%$146

MGK0.35%$35

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, TUG

TUG$146 − $65 = $81

MGK$35 − $5 = $30

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TUG, MGK

Today

61.6%most shared, TUG and MGK

TUGMGK

TUG—61.6%

MGK61.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.2%TUG, at 19.4% volatility

MGKWorst drop−16.3%18.8% vol

TUGWorst drop−12.3%19.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TUGMGK

+15.0%Year to date+6.6%

1.5%Yield0.3%

+12.2%Past year+4.1%

0.65%Fee0.05%

3–1TUG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026