Screener
FDAT vs TUA
Tactical Advantage ETF vs Simplify Short Term Treasury Futures Strategy ETF
Key differences
Both FDAT and TUA are fixed income ETFs. FDAT charges 0.78% a year and TUA 0.25%. The main difference: FDAT follows a tactical allocation strategy; TUA uses active selection.
- FDAT follows a tactical allocation strategy; TUA uses active selection.
- TUA costs 0.53% less per year.
- TUA 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 | TUA | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.25% |
| Fund size (AUM) | $36M | $757M |
| Since | 2023 | 2022 |
| Dividend yield | 5.63% | 3.53% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +9.3% | -1.8% |
| CAGR 3Y | +8.4% | -1.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.51 | -0.46 |
| Volatility 1Y | 10.28% | 6.82% |
| Max drawdown | -8.20% | -15.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.