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FDAT vs AAAA

Tactical Advantage ETF vs Amplius Aggressive Asset Allocation ETF

FDAT

Tactical Advantage ETF

Annual cost

0.78%

Fund size

$36M

AAAA

Amplius Aggressive Asset Allocation ETF

Annual cost

0.49%

Fund size

$281M

Key differences

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

  • FDAT is a fixed income fund, while AAAA is a mixed asset 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

FDATAAAA
Annual cost (TER)0.78%0.49%
Fund size (AUM)$36M$281M
Since20232025
Dividend yield5.63%
Asset classfixed incomemixed asset
Regionnorth americanorth america
Strategytactical allocationtactical allocation
CAGR 1Y+9.3%N/A
CAGR 3Y+8.4%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.51N/A
Volatility 1Y10.28%
Max drawdown-8.20%-7.83%

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

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