DYTA vs. VOO
Compare and contrast key facts about SGI Dynamic Tactical ETF (DYTA) and Vanguard S&P 500 ETF (VOO).
DYTA and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DYTA is an actively managed fund by Summit Global Investments. It was launched on Mar 29, 2023. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DYTA or VOO.
Correlation
The correlation between DYTA and VOO is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DYTA vs. VOO - Performance Comparison
Key characteristics
DYTA:
1.06
VOO:
1.89
DYTA:
1.48
VOO:
2.54
DYTA:
1.20
VOO:
1.35
DYTA:
1.77
VOO:
2.83
DYTA:
5.83
VOO:
11.83
DYTA:
2.36%
VOO:
2.02%
DYTA:
12.93%
VOO:
12.66%
DYTA:
-9.32%
VOO:
-33.99%
DYTA:
-1.68%
VOO:
-0.42%
Returns By Period
In the year-to-date period, DYTA achieves a 3.17% return, which is significantly lower than VOO's 4.17% return.
DYTA
3.17%
0.81%
4.88%
14.20%
N/A
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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DYTA vs. VOO - Expense Ratio Comparison
DYTA has a 1.04% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
DYTA vs. VOO — Risk-Adjusted Performance Rank
DYTA
VOO
DYTA vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SGI Dynamic Tactical ETF (DYTA) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DYTA vs. VOO - Dividend Comparison
DYTA's dividend yield for the trailing twelve months is around 10.47%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DYTA SGI Dynamic Tactical ETF | 10.47% | 10.80% | 0.89% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DYTA vs. VOO - Drawdown Comparison
The maximum DYTA drawdown since its inception was -9.32%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DYTA and VOO. For additional features, visit the drawdowns tool.
Volatility
DYTA vs. VOO - Volatility Comparison
SGI Dynamic Tactical ETF (DYTA) has a higher volatility of 3.18% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that DYTA's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.