Screener
MSTB vs FDAT
LHA Market State Tactical Beta ETF vs Tactical Advantage ETF
Key differences
MSTB is an equity ETF, while FDAT is a fixed income ETF. MSTB charges 1.38% a year and FDAT 0.78%.
- MSTB is an equity fund, while FDAT is a fixed income fund. They carry different risk/return profiles.
- MSTB follows a active selection strategy; FDAT uses tactical allocation.
- FDAT costs 0.60% less per year.
- MSTB is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MSTB has delivered higher annualized returns.
Side-by-side comparison
| MSTB | FDAT | |
|---|---|---|
| Annual cost (TER) | 1.38% | 0.78% |
| Fund size (AUM) | $197M | $36M |
| Since | 2020 | 2023 |
| Dividend yield | 0.38% | 5.63% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +17.4% | +10.8% |
| CAGR 3Y | +17.8% | +8.7% |
| CAGR 5Y | +8.2% | N/A |
| Sharpe 3Y | 1.14 | 0.54 |
| Volatility 1Y | 10.59% | 10.36% |
| Max drawdown | -25.64% | -8.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.