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FDAT vs TYA

Tactical Advantage ETF vs Simplify Intermediate Term Treasury Futures Strategy ETF

FDAT

Tactical Advantage ETF

Annual cost

0.78%

Fund size

$36M

TYA

Simplify Intermediate Term Treasury Futures Strategy ETF

Annual cost

0.25%

Fund size

$72M

Key differences

Both FDAT and TYA are fixed income ETFs. FDAT charges 0.78% a year and TYA 0.25%. The main difference: FDAT follows a tactical allocation strategy; TYA uses active selection.

  • FDAT follows a tactical allocation strategy; TYA uses active selection.
  • TYA costs 0.53% less per year.
  • Over the last three years, FDAT has delivered higher annualized returns.

Side-by-side comparison

FDATTYA
Annual cost (TER)0.78%0.25%
Fund size (AUM)$36M$72M
Since20232021
Dividend yield5.63%3.83%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategytactical allocationactive selection
CAGR 1Y+9.3%+1.8%
CAGR 3Y+8.4%-2.8%
CAGR 5YN/AN/A
Sharpe 3Y0.51-0.28
Volatility 1Y10.28%12.57%
Max drawdown-8.20%-51.15%

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

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