Screener
FDAT vs VRP
Tactical Advantage ETF vs Invesco Variable Rate Preferred ETF
Key differences
Both FDAT and VRP are fixed income ETFs. FDAT charges 0.78% a year and VRP 0.50%. The main difference: FDAT follows a tactical allocation strategy; VRP uses index tracking.
- FDAT follows a tactical allocation strategy; VRP uses index tracking.
- VRP costs 0.28% less per year.
- VRP is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
- VRP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDAT | VRP | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.50% |
| Fund size (AUM) | $36M | $2.9B |
| Since | 2023 | 2014 |
| Dividend yield | 5.63% | 6.31% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +10.8% | +6.6% |
| CAGR 3Y | +8.7% | +9.6% |
| CAGR 5Y | N/A | +4.3% |
| Sharpe 3Y | 0.54 | 1.31 |
| Volatility 1Y | 10.36% | 2.89% |
| Max drawdown | -8.20% | -46.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.