Screener
FDAT vs BSV
Tactical Advantage ETF vs Vanguard Short-Term Bond Index Fund ETF Shares
Key differences
Both FDAT and BSV are fixed income ETFs. FDAT charges 0.78% a year and BSV 0.03%. The main difference: FDAT follows a tactical allocation strategy; BSV uses index tracking.
- FDAT follows a tactical allocation strategy; BSV uses index tracking.
- BSV costs 0.75% less per year.
- BSV is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDAT has delivered higher annualized returns.
- BSV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDAT | BSV | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.03% |
| Fund size (AUM) | $36M | $70.4B |
| Since | 2023 | 2007 |
| Dividend yield | 5.63% | 3.97% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +10.8% | +3.7% |
| CAGR 3Y | +8.7% | +4.5% |
| CAGR 5Y | N/A | +1.6% |
| Sharpe 3Y | 0.54 | 0.38 |
| Volatility 1Y | 10.36% | 1.79% |
| Max drawdown | -8.20% | -8.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.