DYTA vs VYM
DYTA vs VYM
SGI Dynamic Tactical ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | DYTA | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 1.32% | 0.04% | |
| AUM | $104M | $79.0B | |
| Dividend Yield | 1.51% | 2.86% | |
| Holdings | 8 | 568 | |
| YTD Return | +9.44% | +15.45% | |
| 1Y Return | +15.02% | +26.05% | |
| 3Y Return (annualized) | +11.27% | +17.96% | |
| 5Y Return (annualized) | - | +12.54% | |
| Volatility (annualized) | 10.2% | 14.6% | |
| Max Drawdown | -9.7% | -58.8% | |
| Fund Family | Summit Global Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 30, 2023 | Nov 10, 2006 |
DYTA vs VYM Performance
SGI Dynamic Tactical ETF (DYTA) is a ETF from Summit Global Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DYTA returned +15.02% while VYM returned +26.05%. Year to date, DYTA is up 9.44% versus a gain of 15.45% for VYM.
Over three years, DYTA compounded at +11.27% per year against +17.96% for VYM. Across the full 3-year window we track, DYTA has the edge at +11.46% annualized vs +7.06%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DYTA charges 1.32% per year while VYM charges 0.04%. On a $10,000 position that is $132 vs $4 annually, a gap of $128 per year that compounds over a long holding period. On income, DYTA currently yields 1.51% against 2.86% for VYM.
Holdings Overlap
DYTA and VYM share 0 holdings out of 566 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 VYM?
DYTA has an expense ratio of 1.32% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $128 per year of difference.
Which performed better, DYTA or VYM?
Over the past year DYTA returned +15.02% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), DYTA annualized +11.46% vs +7.06% for VYM. Past performance does not guarantee future results.
Which is riskier, DYTA or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 10.2% for DYTA. Worst drawdown: DYTA -9.7% vs VYM -58.8%.
Should I hold both DYTA and VYM?
DYTA and VYM have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DYTA and VYM?
DYTA and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 566 unique securities.
Which pays a higher dividend, DYTA or VYM?
DYTA yields 1.51% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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