Screener
SHUS vs FDAT
Stratified LargeCap Hedged ETF vs Tactical Advantage ETF
Key differences
SHUS is an alternative ETF, while FDAT is a fixed income ETF. SHUS charges 0.79% a year and FDAT 0.78%.
- SHUS is an alternative fund, while FDAT is a fixed income fund. They carry different risk/return profiles.
- SHUS follows a option income strategy; FDAT uses tactical allocation.
- Over the last three years, SHUS has delivered higher annualized returns.
Side-by-side comparison
| SHUS | FDAT | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.78% |
| Fund size (AUM) | $24M | $36M |
| Since | 2021 | 2023 |
| Dividend yield | 1.27% | 5.63% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | tactical allocation |
| CAGR 1Y | +16.7% | +9.3% |
| CAGR 3Y | +10.5% | +8.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.60 | 0.51 |
| Volatility 1Y | 10.02% | 10.28% |
| Max drawdown | -14.09% | -8.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.