DYTA vs HEJD
SGI Dynamic Tactical ETF vs VictoryShares Hedged Equity Income ETF
Which is better, DYTA or HEJD?
Each has led over a different period.
HEJD has a lower expense ratio. DYTA led over 1Y, HEJD over the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DYTA | HEJD |
|---|---|---|
| Expense Ratio | 1.32% | 0.55%Best |
| AUM | $109M | $38M |
| Dividend Yield | 1.51% | 4.26% |
| Holdings | 16 | 204 |
| Volatility (annualized) | 7.2% | 4.5%Best |
| Max Drawdown | -9.7%Best | -10.3% |
| $10,000 over 1.6 years | $10,906 | $11,495Best |
| Fund Family | Summit Global Investments | Victory Capital Management Inc. |
| Category | Equity | Equity |
| Style | All Cap Blend | All Cap Blend |
| Inception | Mar 30, 2023 | Jul 10, 2024 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 258 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. DYTA has data through Oct 14, 2026 and HEJD through Jan 29, 2026.
Volatility and max drawdown, and the $10,000 over 1.6 years row, are measured over the window both funds cover: Jul 11, 2024 to Jan 29, 2026 (1.6 years).
Risk: Volatility and Drawdowns
DYTA has been the more volatile fund, with annualized monthly volatility of 7.2% compared with 4.5% for HEJD. 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 -10.3% for HEJD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DYTA charges 1.32% per year while HEJD charges 0.55%. On a $10,000 position that is $132 vs $55 annually, a gap of $77 per year that compounds over a long holding period. On income, DYTA currently yields 1.51% against 4.26% for HEJD.
Holdings Overlap
We hold position weights for 8 holdings in DYTA and 199 in HEJD, totalling 100.0% and 89.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 342 days apart, DYTA as of Oct 8, 2026 and HEJD as of Oct 31, 2025, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 8 positions we hold weights for in DYTA and 199 in HEJD, against full books of 16 and 204.
You are not choosing between two funds in isolation.
Whichever of DYTA and HEJD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DYTA or HEJD?
DYTA has an expense ratio of 1.32% while HEJD charges 0.55%. HEJD is the cheaper option, by $77 a year on a $10,000 investment.
Which is riskier, DYTA or HEJD?
DYTA has been the more volatile fund at 7.2% annualized versus 4.5% for HEJD. Worst drawdown: DYTA -9.7% vs HEJD -10.3%.
Should I hold both DYTA and HEJD?
DYTA and HEJD have a monthly-return correlation of 0.52, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DYTA or HEJD?
DYTA yields 1.51% while HEJD yields 4.26%, so HEJD currently pays the higher dividend yield.
Is HEJD better than DYTA?
HEJD has a lower expense ratio. DYTA led over 1Y, HEJD over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.