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FDAT vs KORP

Tactical Advantage ETF vs American Century Diversified Corporate Bond ETF

FDAT

Tactical Advantage ETF

Annual cost

0.78%

Fund size

$36M

KORP

American Century Diversified Corporate Bond ETF

Annual cost

0.29%

Fund size

$816M

Key differences

Both FDAT and KORP are fixed income ETFs. FDAT charges 0.78% a year and KORP 0.29%. The main difference: FDAT follows a tactical allocation strategy; KORP uses active selection.

  • FDAT follows a tactical allocation strategy; KORP uses active selection.
  • KORP costs 0.49% less per year.
  • KORP 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.
  • KORP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FDATKORP
Annual cost (TER)0.78%0.29%
Fund size (AUM)$36M$816M
Since20232018
Dividend yield5.63%5.09%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1Y+10.8%+6.0%
CAGR 3Y+8.7%+6.1%
CAGR 5YN/A+1.8%
Sharpe 3Y0.540.47
Volatility 1Y10.36%4.35%
Max drawdown-8.20%-14.90%

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

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