Screener
FDAT vs MSTB
Tactical Advantage ETF vs LHA Market State Tactical Beta ETF
Key differences
FDAT is a fixed income ETF, while MSTB is an equity ETF. FDAT charges 0.78% a year and MSTB 1.38%.
- FDAT is a fixed income fund, while MSTB is an equity fund. They carry different risk/return profiles.
- FDAT follows a tactical allocation strategy; MSTB uses active selection.
- FDAT costs 0.60% less per year.
- MSTB is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MSTB has delivered higher annualized returns.
Side-by-side comparison
| FDAT | MSTB | |
|---|---|---|
| Annual cost (TER) | 0.78% | 1.38% |
| Fund size (AUM) | $36M | $197M |
| Since | 2023 | 2020 |
| Dividend yield | 5.63% | 0.38% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +10.8% | +17.4% |
| CAGR 3Y | +8.7% | +17.8% |
| CAGR 5Y | N/A | +8.2% |
| Sharpe 3Y | 0.54 | 1.14 |
| Volatility 1Y | 10.36% | 10.59% |
| Max drawdown | -8.20% | -25.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.