Screener
FDAT vs ULST
Tactical Advantage ETF vs State Street Ultra Short Term Bond ETF
Key differences
Both FDAT and ULST are fixed income ETFs. FDAT charges 0.78% a year and ULST 0.20%. The main difference: FDAT follows a tactical allocation strategy; ULST uses active selection.
- FDAT follows a tactical allocation strategy; ULST uses active selection.
- ULST costs 0.58% less per year.
- ULST 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.
- ULST has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDAT | ULST | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.20% |
| Fund size (AUM) | $36M | $552M |
| Since | 2023 | 2013 |
| Dividend yield | 5.63% | 4.22% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +10.8% | +3.9% |
| CAGR 3Y | +8.7% | +4.9% |
| CAGR 5Y | N/A | +3.5% |
| Sharpe 3Y | 0.54 | 1.22 |
| Volatility 1Y | 10.36% | 0.66% |
| Max drawdown | -8.20% | -6.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.