Screener
FDAT vs IIGD
Tactical Advantage ETF vs Invesco Investment Grade Defensive ETF
Key differences
Both FDAT and IIGD are fixed income ETFs. FDAT charges 0.78% a year and IIGD 0.13%. The main difference: FDAT follows a tactical allocation strategy; IIGD uses index tracking.
- FDAT follows a tactical allocation strategy; IIGD uses index tracking.
- IIGD costs 0.65% less per year.
- Over the last three years, FDAT has delivered higher annualized returns.
- IIGD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDAT | IIGD | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.13% |
| Fund size (AUM) | $36M | $31M |
| Since | 2023 | 2018 |
| Dividend yield | 5.63% | 4.27% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +10.8% | +4.1% |
| CAGR 3Y | +8.7% | +5.3% |
| CAGR 5Y | N/A | +1.6% |
| Sharpe 3Y | 0.54 | 0.52 |
| Volatility 1Y | 10.36% | 2.31% |
| Max drawdown | -8.20% | -11.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.