Screener
BTR vs FDAT
Beacon Tactical Risk ETF vs Tactical Advantage ETF
Key differences
BTR is a mixed asset ETF, while FDAT is a fixed income ETF. BTR charges 1.08% a year and FDAT 0.78%.
- BTR is a mixed asset fund, while FDAT is a fixed income fund. They carry different risk/return profiles.
- BTR follows a active selection strategy; FDAT uses tactical allocation.
- FDAT costs 0.30% less per year.
- Over the last three years, FDAT has delivered higher annualized returns.
Side-by-side comparison
| BTR | FDAT | |
|---|---|---|
| Annual cost (TER) | 1.08% | 0.78% |
| Fund size (AUM) | $35M | $36M |
| Since | 2023 | 2023 |
| Dividend yield | 1.19% | 5.63% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +18.8% | +10.8% |
| CAGR 3Y | +4.5% | +8.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.14 | 0.54 |
| Volatility 1Y | 9.95% | 10.36% |
| Max drawdown | -16.67% | -8.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.