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DYTA vs BSR

SGI Dynamic Tactical ETF vs Beacon Selective Risk ETF

DYTA

SGI Dynamic Tactical ETF

Annual cost

1.32%

Fund size

$101M

BSR

Beacon Selective Risk ETF

Annual cost

1.09%

Fund size

$37M

Key differences

Both DYTA and BSR are fixed income ETFs. DYTA charges 1.32% a year and BSR 1.09%. The main difference: BSR costs 0.23% less per year.

  • BSR costs 0.23% less per year.
  • Over the last three years, DYTA has delivered higher annualized returns.

Side-by-side comparison

DYTABSR
Annual cost (TER)1.32%1.09%
Fund size (AUM)$101M$37M
Since20232023
Dividend yield1.52%1.02%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+15.0%+11.6%
CAGR 3Y+11.8%+7.8%
CAGR 5YN/AN/A
Sharpe 3Y0.740.32
Volatility 1Y10.12%8.78%
Max drawdown-9.41%-15.68%

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

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