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