Screener
FDAT vs SCHJ
Tactical Advantage ETF vs Schwab 1-5 Year Corporate Bond ETF
Key differences
Both FDAT and SCHJ are fixed income ETFs. FDAT charges 0.78% a year and SCHJ 0.03%. The main difference: FDAT follows a tactical allocation strategy; SCHJ uses index tracking.
- FDAT follows a tactical allocation strategy; SCHJ uses index tracking.
- SCHJ costs 0.75% less per year.
- SCHJ 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 | SCHJ | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.03% |
| Fund size (AUM) | $36M | $796M |
| Since | 2023 | 2019 |
| Dividend yield | 5.63% | 4.49% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +10.8% | +4.6% |
| CAGR 3Y | +8.7% | +5.7% |
| CAGR 5Y | N/A | +2.4% |
| Sharpe 3Y | 0.54 | 0.81 |
| Volatility 1Y | 10.36% | 1.88% |
| Max drawdown | -8.20% | -13.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.