DYTA vs PSFJ
SGI Dynamic Tactical ETF vs Pacer Swan SOS Flex July ETF
Which is better, DYTA or PSFJ?
PSFJ has been ahead.
PSFJ has a lower expense ratio. PSFJ 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 | PSFJ |
|---|---|---|
| Expense Ratio | 1.32% | 0.49%Best |
| AUM | $109M | $58M |
| Dividend Yield | 1.51% | 0.00% |
| Holdings | 16 | 13 |
| YTD Return | +7.81% | +9.04%Best |
| 1Y Return | +9.60% | +11.77%Best |
| 3Y Return (annualized) | +12.31% | +15.29%Best |
| 5Y Return (annualized) | - | +11.49% |
| Volatility (annualized) | 10.0% | 7.6%Best |
| Max Drawdown | -9.7%Best | -12.2% |
| $10,000 over 3.5 years | $14,111 | $16,519Best |
| Fund Family | Summit Global Investments | Pacer ETFs |
| Category | Equity | Equity |
| Style | All Cap Blend | All Cap Blend |
| Inception | Mar 30, 2023 | Jun 30, 2021 |
Not shown on this pair: Top 10 Weight.
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 PSFJ 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 PSFJ Performance
SGI Dynamic Tactical ETF (DYTA) is an ETF from Summit Global Investments and Pacer Swan SOS Flex July ETF (PSFJ) is an ETF from Pacer ETFs. Over the past year DYTA returned +9.60% while PSFJ returned +11.77%. Year to date, DYTA is up 7.81% versus a gain of 9.04% for PSFJ.
Over three years, DYTA compounded at +12.31% per year against +15.29% for PSFJ. Across the full 4-year window we track, PSFJ has the edge at +15.42% 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 7.6% for PSFJ. 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 -12.2% for PSFJ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DYTA charges 1.32% per year while PSFJ charges 0.49%. On a $10,000 position that is $132 vs $49 annually, a gap of $83 per year that compounds over a long holding period. On income, DYTA currently yields 1.51% against 0.00% for PSFJ.
You are not choosing between two funds in isolation.
Whichever of DYTA and PSFJ 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 PSFJ?
DYTA has an expense ratio of 1.32% while PSFJ charges 0.49%. PSFJ is the cheaper option, by $83 a year on a $10,000 investment.
Which performed better, DYTA or PSFJ?
Over the past year DYTA returned +9.60% vs +11.77% for PSFJ, so PSFJ leads on 1-year performance. Over the longest common window we track (4 years), DYTA annualized +10.34% vs +15.42% for PSFJ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DYTA or PSFJ?
DYTA has been the more volatile fund at 10.0% annualized versus 7.6% for PSFJ. Worst drawdown: DYTA -9.7% vs PSFJ -12.2%.
Should I hold both DYTA and PSFJ?
DYTA and PSFJ have a monthly-return correlation of 0.84, 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 PSFJ?
DYTA yields 1.51% while PSFJ yields 0.00%, so DYTA currently pays the higher dividend yield.
Is PSFJ better than DYTA?
PSFJ has a lower expense ratio. PSFJ 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.