Screener
FDAT vs SCHQ
Tactical Advantage ETF vs Schwab Long-Term U.S. Treasury ETF
Key differences
Both FDAT and SCHQ are fixed income ETFs. FDAT charges 0.78% a year and SCHQ 0.03%. The main difference: FDAT follows a tactical allocation strategy; SCHQ uses index tracking.
- FDAT follows a tactical allocation strategy; SCHQ uses index tracking.
- SCHQ costs 0.75% less per year.
- SCHQ 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 | SCHQ | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.03% |
| Fund size (AUM) | $36M | $788M |
| Since | 2023 | 2019 |
| Dividend yield | 5.63% | 4.74% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +10.8% | +4.4% |
| CAGR 3Y | +8.7% | -0.2% |
| CAGR 5Y | N/A | -5.2% |
| Sharpe 3Y | 0.54 | -0.24 |
| Volatility 1Y | 10.36% | 8.83% |
| Max drawdown | -8.20% | -46.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.