Screener
FDAT vs CGSM
Tactical Advantage ETF vs Capital Group Short Duration Municipal Income ETF
Key differences
Both FDAT and CGSM are fixed income ETFs. FDAT charges 0.78% a year and CGSM 0.25%. The main difference: FDAT follows a tactical allocation strategy; CGSM uses index tracking.
- FDAT follows a tactical allocation strategy; CGSM uses index tracking.
- CGSM costs 0.53% less per year.
- CGSM is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| FDAT | CGSM | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.25% |
| Fund size (AUM) | $36M | $1.2B |
| Since | 2023 | 2023 |
| Dividend yield | 5.63% | 3.00% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +10.8% | +4.4% |
| CAGR 3Y | +8.7% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.54 | N/A |
| Volatility 1Y | 10.36% | 1.34% |
| Max drawdown | -8.20% | -1.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.