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FDAT vs SDSI

Tactical Advantage ETF vs American Century Short Duration Strategic Income ETF

FDAT

Tactical Advantage ETF

Annual cost

0.78%

Fund size

$36M

SDSI

American Century Short Duration Strategic Income ETF

Annual cost

0.32%

Fund size

$218M

Key differences

Both FDAT and SDSI are fixed income ETFs. FDAT charges 0.78% a year and SDSI 0.32%. The main difference: FDAT follows a tactical allocation strategy; SDSI uses active selection.

  • FDAT follows a tactical allocation strategy; SDSI uses active selection.
  • SDSI costs 0.46% less per year.
  • SDSI 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

FDATSDSI
Annual cost (TER)0.78%0.32%
Fund size (AUM)$36M$218M
Since20232022
Dividend yield5.63%4.84%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1Y+10.8%+4.8%
CAGR 3Y+8.7%+5.7%
CAGR 5YN/AN/A
Sharpe 3Y0.540.94
Volatility 1Y10.36%1.65%
Max drawdown-8.20%-1.29%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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