Screener
FDAT vs YLD
Tactical Advantage ETF vs Principal Active High Yield ETF
Key differences
Both FDAT and YLD are fixed income ETFs. FDAT charges 0.78% a year and YLD 0.39%. The main difference: FDAT follows a tactical allocation strategy; YLD uses active selection.
- FDAT follows a tactical allocation strategy; YLD uses active selection.
- YLD costs 0.39% less per year.
- YLD is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDAT | YLD | |
|---|---|---|
| Annual cost (TER) | 0.78% | 0.39% |
| Fund size (AUM) | $36M | $545M |
| Since | 2023 | 2015 |
| Dividend yield | 5.63% | 7.29% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +10.8% | +7.3% |
| CAGR 3Y | +8.7% | +9.0% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | 0.54 | 0.91 |
| Volatility 1Y | 10.36% | 4.36% |
| Max drawdown | -8.20% | -28.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.