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DYTA vs BRTR

SGI Dynamic Tactical ETF vs iShares Total Return Active ETF

DYTA

SGI Dynamic Tactical ETF

Annual cost

1.32%

Fund size

$101M

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

Key differences

Both DYTA and BRTR are fixed income ETFs. DYTA charges 1.32% a year and BRTR 0.38%. The main difference: BRTR costs 0.94% less per year.

  • BRTR costs 0.94% less per year.
  • BRTR is much larger than DYTA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DYTABRTR
Annual cost (TER)1.32%0.38%
Fund size (AUM)$101M$663M
Since20232023
Dividend yield1.52%4.65%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+15.0%+5.6%
CAGR 3Y+11.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.74N/A
Volatility 1Y10.12%3.64%
Max drawdown-9.41%-5.07%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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