Screener
HTUS vs FDAT
Hull Tactical US ETF vs Tactical Advantage ETF
Key differences
HTUS is an alternative ETF, while FDAT is a fixed income ETF. HTUS charges 0.96% a year and FDAT 0.78%.
- HTUS is an alternative fund, while FDAT is a fixed income fund. They carry different risk/return profiles.
- HTUS follows a multi strategy strategy; FDAT uses tactical allocation.
- FDAT costs 0.18% less per year.
- HTUS is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, HTUS has delivered higher annualized returns.
- HTUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| HTUS | FDAT | |
|---|---|---|
| Annual cost (TER) | 0.96% | 0.78% |
| Fund size (AUM) | $152M | $36M |
| Since | 2015 | 2023 |
| Dividend yield | 1.12% | 5.63% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | multi strategy | tactical allocation |
| CAGR 1Y | +25.5% | +10.8% |
| CAGR 3Y | +21.6% | +8.7% |
| CAGR 5Y | +15.5% | N/A |
| Sharpe 3Y | 1.02 | 0.54 |
| Volatility 1Y | 11.80% | 10.36% |
| Max drawdown | -47.50% | -8.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.