DYTA vs VTI
DYTA vs VTI
SGI Dynamic Tactical ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | DYTA | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 1.32% | 0.03% | |
| AUM | $104M | $663.5B | |
| Dividend Yield | 1.51% | 1.07% | |
| Holdings | 8 | 3,543 | |
| YTD Return | +9.44% | +13.57% | |
| 1Y Return | +15.02% | +24.23% | |
| 3Y Return (annualized) | +11.27% | +20.73% | |
| 5Y Return (annualized) | - | +12.24% | |
| Volatility (annualized) | 10.2% | 15.3% | |
| Max Drawdown | -9.7% | -56.6% | |
| Fund Family | Summit Global Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 30, 2023 | May 24, 2001 |
DYTA vs VTI Performance
SGI Dynamic Tactical ETF (DYTA) is a ETF from Summit Global Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DYTA returned +15.02% while VTI returned +24.23%. Year to date, DYTA is up 9.44% versus a gain of 13.57% for VTI.
Over three years, DYTA compounded at +11.27% per year against +20.73% for VTI. Across the full 3-year window we track, DYTA has the edge at +11.46% annualized vs +8.12%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI 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 -56.6% for VTI. 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 0.92. 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 VTI charges 0.03%. On a $10,000 position that is $132 vs $3 annually, a gap of $129 per year that compounds over a long holding period. On income, DYTA currently yields 1.51% against 1.07% for VTI.
Holdings Overlap
DYTA and VTI share 0 holdings out of 2791 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 VTI?
DYTA has an expense ratio of 1.32% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $129 per year of difference.
Which performed better, DYTA or VTI?
Over the past year DYTA returned +15.02% vs +24.23% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), DYTA annualized +11.46% vs +8.12% for VTI. Past performance does not guarantee future results.
Which is riskier, DYTA or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 10.2% for DYTA. Worst drawdown: DYTA -9.7% vs VTI -56.6%.
Should I hold both DYTA and VTI?
DYTA and VTI have a monthly-return correlation of 0.92, 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 VTI?
DYTA and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2791 unique securities.
Which pays a higher dividend, DYTA or VTI?
DYTA yields 1.51% while VTI yields 1.07%, so DYTA currently pays the higher dividend yield.
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