Screener
FDAT vs STOT
Tactical Advantage ETF vs State Street DoubleLine Short Duration Total Return Tactical ETF
Key differences
Both FDAT and STOT are fixed income ETFs. FDAT charges 0.78% a year and STOT 0.45%. The main difference: FDAT follows a tactical allocation strategy; STOT uses active selection.
- FDAT follows a tactical allocation strategy; STOT uses active selection.
- STOT costs 0.33% less per year.
- STOT 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.
- STOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDAT | STOT | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.45% |
| Fund size (AUM) | $36M | $461M |
| Since | 2023 | 2016 |
| Dividend yield | 5.63% | 4.41% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +10.8% | +4.3% |
| CAGR 3Y | +8.7% | +5.3% |
| CAGR 5Y | N/A | +2.8% |
| Sharpe 3Y | 0.54 | 1.04 |
| Volatility 1Y | 10.36% | 1.11% |
| Max drawdown | -8.20% | -6.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.