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FDAT vs HTUS

Tactical Advantage ETF vs Hull Tactical US ETF

FDAT

Tactical Advantage ETF

Annual cost

0.78%

Fund size

$36M

HTUS

Hull Tactical US ETF

Annual cost

0.96%

Fund size

$152M

Key differences

FDAT is a fixed income ETF, while HTUS is an alternative ETF. FDAT charges 0.78% a year and HTUS 0.96%.

  • FDAT is a fixed income fund, while HTUS is an alternative fund. They carry different risk/return profiles.
  • FDAT follows a tactical allocation strategy; HTUS uses multi strategy.
  • FDAT costs 0.18% less per year.
  • HTUS is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HTUS has delivered higher annualized returns.
  • HTUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDATHTUS
Annual cost (TER)0.78%0.96%
Fund size (AUM)$36M$152M
Since20232015
Dividend yield5.63%1.12%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategytactical allocationmulti strategy
CAGR 1Y+10.8%+25.5%
CAGR 3Y+8.7%+21.6%
CAGR 5YN/A+15.5%
Sharpe 3Y0.541.02
Volatility 1Y10.36%11.80%
Max drawdown-8.20%-47.50%

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

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