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AHLT vs FDAT

American Beacon AHL Trend ETF vs Tactical Advantage ETF

AHLT

American Beacon AHL Trend ETF

Annual cost

0.96%

Fund size

$139M

FDAT

Tactical Advantage ETF

Annual cost

0.78%

Fund size

$36M

Key differences

Both AHLT and FDAT are fixed income ETFs. AHLT charges 0.96% a year and FDAT 0.78%. The main difference: AHLT follows a systematic alpha strategy; FDAT uses tactical allocation.

  • AHLT follows a systematic alpha strategy; FDAT uses tactical allocation.
  • FDAT costs 0.18% less per year.
  • AHLT is much larger than FDAT. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

AHLTFDAT
Annual cost (TER)0.96%0.78%
Fund size (AUM)$139M$36M
Since20232023
Dividend yield1.53%5.63%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategysystematic alphatactical allocation
CAGR 1Y+33.5%+10.8%
CAGR 3YN/A+8.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.54
Volatility 1Y17.43%10.36%
Max drawdown-20.18%-8.20%

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

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