DYTA vs PSFF
SGI Dynamic Tactical ETF vs Pacer Swan SOS Fund of Funds ETF
Which is better, DYTA or PSFF?
PSFF has been ahead.
PSFF has a lower expense ratio. PSFF led over 1Y, 3Y and 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 | PSFF |
|---|---|---|
| Expense Ratio | 1.32% | 0.66%Best |
| AUM | $109M | $631M |
| Dividend Yield | 1.51% | 0.00% |
| Holdings | 16 | 26 |
| YTD Return | +7.81% | +9.07%Best |
| 1Y Return | +9.60% | +11.80%Best |
| 3Y Return (annualized) | +12.31% | +13.01%Best |
| 5Y Return (annualized) | - | +9.68% |
| Volatility (annualized) | 10.0% | 6.2%Best |
| Max Drawdown | -9.7%Best | -10.8% |
| $10,000 over 3.5 years | $14,111 | $15,424Best |
| Top 10 Weight | - | 92.5% |
| Fund Family | Summit Global Investments | Pacer ETFs |
| Category | Equity | Equity |
| Style | All Cap Blend | All Cap Blend |
| Inception | Mar 30, 2023 | Dec 29, 2020 |
Volatility and max drawdown, and the $10,000 over 3.5 years row, are measured over the window both funds cover: Mar 30, 2023 to Oct 14, 2026 (3.5 years).
DYTA vs PSFF growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.5 years both funds cover.
DYTA vs PSFF Performance
SGI Dynamic Tactical ETF (DYTA) is an ETF from Summit Global Investments and Pacer Swan SOS Fund of Funds ETF (PSFF) is an ETF from Pacer ETFs. Over the past year DYTA returned +9.60% while PSFF returned +11.80%. Year to date, DYTA is up 7.81% versus a gain of 9.07% for PSFF.
Over three years, DYTA compounded at +12.31% per year against +13.01% for PSFF. Across the full 4-year window we track, PSFF has the edge at +13.18% annualized vs +10.34%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DYTA has been the more volatile fund, with annualized monthly volatility of 10.0% compared with 6.2% for PSFF. 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 -10.8% for PSFF. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 PSFF charges 0.66%. On a $10,000 position that is $132 vs $66 annually, a gap of $66 per year that compounds over a long holding period. On income, DYTA currently yields 1.51% against 0.00% for PSFF.
Holdings Overlap
We hold position weights for 8 holdings in DYTA and 12 in PSFF, totalling 100.0% and 99.6% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 8 positions we hold weights for in DYTA and 12 in PSFF, against full books of 16 and 26.
What only one of them owns
Our book lists 12 positions for PSFF that do not appear in our book for DYTA (99.6% of the fund), and 8 for DYTA that do not appear in PSFF (100.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of DYTA and PSFF 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 PSFF?
DYTA has an expense ratio of 1.32% while PSFF charges 0.66%. PSFF is the cheaper option, by $66 a year on a $10,000 investment.
Which performed better, DYTA or PSFF?
Over the past year DYTA returned +9.60% vs +11.80% for PSFF, so PSFF leads on 1-year performance. Over the longest common window we track (4 years), DYTA annualized +10.34% vs +13.18% for PSFF. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DYTA or PSFF?
DYTA has been the more volatile fund at 10.0% annualized versus 6.2% for PSFF. Worst drawdown: DYTA -9.7% vs PSFF -10.8%.
Should I hold both DYTA and PSFF?
DYTA and PSFF have a monthly-return correlation of 0.81, 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 PSFF?
DYTA yields 1.51% while PSFF yields 0.00%, so DYTA currently pays the higher dividend yield.
Is PSFF better than DYTA?
PSFF has a lower expense ratio. PSFF led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.