Screener
TUA vs FDAT
Simplify Short Term Treasury Futures Strategy ETF vs Tactical Advantage ETF
Key differences
Both TUA and FDAT are fixed income ETFs. TUA charges 0.25% a year and FDAT 0.78%. The main difference: TUA follows a active selection strategy; FDAT uses tactical allocation.
- TUA follows a active selection strategy; FDAT uses tactical allocation.
- TUA costs 0.53% less per year.
- TUA is much larger than FDAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDAT has delivered higher annualized returns.
Side-by-side comparison
| TUA | FDAT | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.78% |
| Fund size (AUM) | $757M | $36M |
| Since | 2022 | 2023 |
| Dividend yield | 3.53% | 5.63% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | -1.8% | +9.3% |
| CAGR 3Y | -1.1% | +8.4% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | -0.46 | 0.51 |
| Volatility 1Y | 6.82% | 10.28% |
| Max drawdown | -15.85% | -8.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.