Screener
FDAT vs CGSD
Tactical Advantage ETF vs Capital Group Short Duration Income ETF
Key differences
Both FDAT and CGSD are fixed income ETFs. FDAT charges 0.78% a year and CGSD 0.25%. The main difference: FDAT follows a tactical allocation strategy; CGSD uses active selection.
- FDAT follows a tactical allocation strategy; CGSD uses active selection.
- CGSD costs 0.53% less per year.
- CGSD 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.
Side-by-side comparison
| FDAT | CGSD | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.25% |
| Fund size (AUM) | $36M | $2.3B |
| Since | 2023 | 2022 |
| Dividend yield | 5.63% | 4.46% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +10.8% | +4.2% |
| CAGR 3Y | +8.7% | +5.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.54 | 0.85 |
| Volatility 1Y | 10.36% | 1.45% |
| Max drawdown | -8.20% | -1.75% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.