Screener
FDAT vs VRIG
Tactical Advantage ETF vs Invesco Variable Rate Investment Grade ETF
Key differences
Both FDAT and VRIG are fixed income ETFs. FDAT charges 0.78% a year and VRIG 0.30%. The main difference: FDAT follows a tactical allocation strategy; VRIG uses active selection.
- FDAT follows a tactical allocation strategy; VRIG uses active selection.
- VRIG costs 0.48% less per year.
- VRIG 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.
- VRIG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDAT | VRIG | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.30% |
| Fund size (AUM) | $36M | $1.5B |
| Since | 2023 | 2016 |
| Dividend yield | 5.63% | 4.80% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +10.8% | +5.0% |
| CAGR 3Y | +8.7% | +6.0% |
| CAGR 5Y | N/A | +4.4% |
| Sharpe 3Y | 0.54 | 2.84 |
| Volatility 1Y | 10.36% | 0.50% |
| Max drawdown | -8.20% | -13.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.