Screener
FDAT vs VGSH
Tactical Advantage ETF vs Vanguard Short-Term Treasury Index Fund
Key differences
Both FDAT and VGSH are fixed income ETFs. FDAT charges 0.78% a year and VGSH 0.03%. The main difference: FDAT follows a tactical allocation strategy; VGSH uses index tracking.
- FDAT follows a tactical allocation strategy; VGSH uses index tracking.
- VGSH costs 0.75% less per year.
- VGSH 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.
- VGSH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDAT | VGSH | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.03% |
| Fund size (AUM) | $36M | $33.9B |
| Since | 2023 | 2009 |
| Dividend yield | 5.63% | 3.89% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +10.8% | +3.4% |
| CAGR 3Y | +8.7% | +4.2% |
| CAGR 5Y | N/A | +1.8% |
| Sharpe 3Y | 0.54 | 0.36 |
| Volatility 1Y | 10.36% | 1.28% |
| Max drawdown | -8.20% | -5.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.