Screener
FDAT vs SCMB
Tactical Advantage ETF vs Schwab Municipal Bond ETF
Key differences
Both FDAT and SCMB are fixed income ETFs. FDAT charges 0.78% a year and SCMB 0.03%. The main difference: FDAT follows a tactical allocation strategy; SCMB uses index tracking.
- FDAT follows a tactical allocation strategy; SCMB uses index tracking.
- SCMB costs 0.75% less per year.
- SCMB 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 | SCMB | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.03% |
| Fund size (AUM) | $36M | $3.9B |
| Since | 2023 | 2022 |
| Dividend yield | 5.63% | 3.56% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +10.8% | +6.4% |
| CAGR 3Y | +8.7% | +3.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.54 | -0.05 |
| Volatility 1Y | 10.36% | 2.89% |
| Max drawdown | -8.20% | -6.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.