DYTA vs SPY
DYTA vs SPY
SGI Dynamic Tactical ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | DYTA | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 1.32% | 0.09% | |
| AUM | $104M | $789.1B | |
| Dividend Yield | 1.51% | 1.01% | |
| Holdings | 8 | 505 | |
| YTD Return | +9.61% | +13.79% | |
| 1Y Return | +15.02% | +23.66% | |
| 3Y Return (annualized) | +11.58% | +21.40% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 10.2% | 15.3% | |
| Max Drawdown | -9.7% | -56.5% | |
| Fund Family | Summit Global Investments | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Mar 30, 2023 | Jan 22, 1993 |
DYTA vs SPY Performance
SGI Dynamic Tactical ETF (DYTA) is a ETF from Summit Global Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year DYTA returned +15.02% while SPY returned +23.66%. Year to date, DYTA is up 9.61% versus a gain of 13.79% for SPY.
Over three years, DYTA compounded at +11.58% per year against +21.40% for SPY. Across the full 3-year window we track, DYTA has the edge at +11.49% annualized vs +8.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 10.2% for DYTA. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -9.7% for DYTA and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DYTA charges 1.32% per year while SPY charges 0.09%. On a $10,000 position that is $132 vs $9 annually, a gap of $123 per year that compounds over a long holding period. On income, DYTA currently yields 1.51% against 1.01% for SPY.
Holdings Overlap
DYTA and SPY share 0 holdings out of 511 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DYTA or SPY?
DYTA has an expense ratio of 1.32% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $123 per year of difference.
Which performed better, DYTA or SPY?
Over the past year DYTA returned +15.02% vs +23.66% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (3 years), DYTA annualized +11.49% vs +8.85% for SPY. Past performance does not guarantee future results.
Which is riskier, DYTA or SPY?
SPY has been the more volatile fund at 15.3% annualized versus 10.2% for DYTA. Worst drawdown: DYTA -9.7% vs SPY -56.5%.
Should I hold both DYTA and SPY?
DYTA and SPY have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DYTA and SPY?
DYTA and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, DYTA or SPY?
DYTA yields 1.51% while SPY yields 1.01%, so DYTA currently pays the higher dividend yield.
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