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FDAT vs AHLT

Tactical Advantage ETF vs American Beacon AHL Trend ETF

FDAT

Tactical Advantage ETF

Annual cost

0.78%

Fund size

$36M

AHLT

American Beacon AHL Trend ETF

Annual cost

0.96%

Fund size

$139M

Key differences

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

  • FDAT follows a tactical allocation strategy; AHLT uses systematic alpha.
  • 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

FDATAHLT
Annual cost (TER)0.78%0.96%
Fund size (AUM)$36M$139M
Since20232023
Dividend yield5.63%1.53%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategytactical allocationsystematic alpha
CAGR 1Y+10.8%+33.5%
CAGR 3Y+8.7%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.54N/A
Volatility 1Y10.36%17.43%
Max drawdown-8.20%-20.18%

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

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