Screener
FDAT vs TAXF
Tactical Advantage ETF vs American Century Diversified Municipal Bond ETF
Key differences
Both FDAT and TAXF are fixed income ETFs. FDAT charges 0.78% a year and TAXF 0.27%. The main difference: FDAT follows a tactical allocation strategy; TAXF uses active selection.
- FDAT follows a tactical allocation strategy; TAXF uses active selection.
- TAXF costs 0.51% less per year.
- TAXF 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.
- TAXF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDAT | TAXF | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.27% |
| Fund size (AUM) | $36M | $659M |
| Since | 2023 | 2018 |
| Dividend yield | 5.63% | 3.77% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +10.8% | +7.9% |
| CAGR 3Y | +8.7% | +4.1% |
| CAGR 5Y | N/A | +1.1% |
| Sharpe 3Y | 0.54 | 0.14 |
| Volatility 1Y | 10.36% | 3.01% |
| Max drawdown | -8.20% | -13.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.