Compare · 3 funds side by side · dividends reinvested

TUG, VUG and VOO

TUGShelton Capital×VUGVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

TUG, VUG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

STF Tactical Growth ETFUS Stock Styles · Growth0.65%1.46%+15.0%+12.2%+23.7%[…]−12.3%19.4%$35M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, 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 · VUG 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

STF Tactical Growth ETF · $35M[…]

TUG

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 60.1% in common

TUGMeasureVUG

+15.0%Year to dateJan 1 → Nov 4+6.3%

+12.2%1 yearTotal return+3.4%

+23.7%3 years · per year$10,000 became $18,929 · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

1.46%Trailing 12-mo yield$146 · $40 a year on $10k0.40%

−12.3%Worst dropSmaller is better−16.1%

19.4%VolatilityLower is calmer18.2%

TUGVUG 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 VUG: Top 5 Holdings

Today

TUG

33.7%in top 5

VUG

in top 545.2%

TUGStockVUG

8.5%NVDA13.5%

9.0%AAPL12.5%

6.7%MSFT9.7%

not top 5GOOGL5.2%

4.8%MUnot top 5

4.6%AMZNnot top 5

not top 5AVGO4.3%

Held in common60.1%

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

TUG vs VUG Returns, Every Period

Shelton CapitalTUG

+12.2%

past year

VUGVanguard

+3.4%

past year

TUGVUGFaded: behind in that period

2–1TUG wins

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

Stocks vs Core: TUG vs VOO

YTD

Shelton CapitalTUG

+15.0%

VOOVanguard

+13.4%

+15.0%Year to date+13.4%

−12.3%Worst drop · 1Y−8.9%

19.4%Volatility · 1Y12.8%

1.5%Yield1.1%

$34.8MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: TUG, VUG, VOO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VOO0.03%$3

TUG0.65%$65

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

Yields: TUG, VUG, VOO

1.46%highest, TUG

FundTrailing yieldYield$10k

TUG1.46%$146

VOO1.05%$105

VUG0.40%$40

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

TUG$146 − $65 = $81

VUG$40 − $3 = $37

KeptFee

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

Overlap: TUG, VUG, VOO

Today

60.1%most shared, TUG and VUG

TUGVUGVOO

TUG—60.1%54.7%

VUG60.1%—58.2%

VOO54.7%58.2%—

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

Return vs Bumpiness: 3 ETFs

+13.5%VOO, at 12.8% volatility

VOOWorst drop−8.9%12.8% vol

VUGWorst drop−16.1%18.2% 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

TUGVOO

+15.0%Year to date+13.4%

1.5%Yield1.1%

+12.2%Past year+13.5%

0.65%Fee0.03%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026