Screener
FDAT vs PFFV
Tactical Advantage ETF vs Global X Variable Rate Preferred ETF
Key differences
Both FDAT and PFFV are fixed income ETFs. FDAT charges 0.78% a year and PFFV 0.25%. The main difference: FDAT follows a tactical allocation strategy; PFFV uses index tracking.
- FDAT follows a tactical allocation strategy; PFFV uses index tracking.
- PFFV costs 0.53% less per year.
- PFFV 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.
Side-by-side comparison
| FDAT | PFFV | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.25% |
| Fund size (AUM) | $36M | $306M |
| Since | 2023 | 2020 |
| Dividend yield | 5.63% | 8.11% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +10.8% | +4.5% |
| CAGR 3Y | +8.7% | +7.3% |
| CAGR 5Y | N/A | +2.2% |
| Sharpe 3Y | 0.54 | 0.59 |
| Volatility 1Y | 10.36% | 4.12% |
| Max drawdown | -8.20% | -18.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.