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NDAA vs LALT

Ned Davis Research 360 Dynamic Allocation ETF vs First Trust Multi-Strategy Alternative ETF

NDAA

Ned Davis Research 360 Dynamic Allocation ETF

Annual cost

0.65%

Fund size

$5M

LALT

First Trust Multi-Strategy Alternative ETF

Annual cost

1.18%

Fund size

$65M

Key differences

Both NDAA and LALT are alternative ETFs. NDAA charges 0.65% a year and LALT 1.18%. The main difference: NDAA follows a tactical allocation strategy; LALT uses multi strategy.

  • NDAA follows a tactical allocation strategy; LALT uses multi strategy.
  • NDAA costs 0.53% less per year.
  • LALT is much larger than NDAA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NDAALALT
Annual cost (TER)0.65%1.18%
Fund size (AUM)$5M$65M
Since20242023
Dividend yield2.44%3.68%
Asset classalternativealternative
Region
Strategytactical allocationmulti strategy
CAGR 1Y+22.4%+19.2%
CAGR 3YN/A+10.1%
CAGR 5YN/AN/A
Sharpe 3YN/A1.04
Volatility 1Y11.20%7.01%
Max drawdown-13.50%-6.96%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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