Screener
RHTX vs FDAT
RH Tactical Outlook ETF vs Tactical Advantage ETF
Key differences
RHTX is a mixed asset ETF, while FDAT is a fixed income ETF. RHTX charges 1.51% a year and FDAT 0.78%.
- RHTX is a mixed asset fund, while FDAT is a fixed income fund. They carry different risk/return profiles.
- RHTX follows a active selection strategy; FDAT uses tactical allocation.
- RHTX covers global markets; FDAT covers North America.
- FDAT costs 0.73% less per year.
- FDAT is much larger than RHTX. Larger funds are usually more liquid and less likely to close.
- Over the last three years, RHTX has delivered higher annualized returns.
- RHTX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| RHTX | FDAT | |
|---|---|---|
| Annual cost (TER) | 1.51% | 0.78% |
| Fund size (AUM) | $8M | $36M |
| Since | 2012 | 2023 |
| Dividend yield | 0.00% | 5.63% |
| Asset class | mixed asset | fixed income |
| Region | global | north america |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +21.0% | +9.3% |
| CAGR 3Y | +14.8% | +8.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.73 | 0.51 |
| Volatility 1Y | 15.34% | 10.28% |
| Max drawdown | -24.68% | -8.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.