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AAAA vs FDAT

Amplius Aggressive Asset Allocation ETF vs Tactical Advantage ETF

AAAA

Amplius Aggressive Asset Allocation ETF

Annual cost

0.49%

Fund size

$281M

FDAT

Tactical Advantage ETF

Annual cost

0.78%

Fund size

$36M

Key differences

AAAA is a mixed asset ETF, while FDAT is a fixed income ETF. AAAA charges 0.49% a year and FDAT 0.78%.

  • AAAA is a mixed asset fund, while FDAT is a fixed income fund. They carry different risk/return profiles.
  • AAAA costs 0.29% less per year.
  • AAAA is much larger than FDAT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

AAAAFDAT
Annual cost (TER)0.49%0.78%
Fund size (AUM)$281M$36M
Since20252023
Dividend yield5.63%
Asset classmixed assetfixed income
Regionnorth americanorth america
Strategytactical allocationtactical allocation
CAGR 1YN/A+10.8%
CAGR 3YN/A+8.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.54
Volatility 1Y10.36%
Max drawdown-7.83%-8.20%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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