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DYTA vs BTR

SGI Dynamic Tactical ETF vs Beacon Tactical Risk ETF

DYTA

SGI Dynamic Tactical ETF

Annual cost

1.32%

Fund size

$101M

BTR

Beacon Tactical Risk ETF

Annual cost

1.08%

Fund size

$35M

Key differences

DYTA is a fixed income ETF, while BTR is a mixed asset ETF. DYTA charges 1.32% a year and BTR 1.08%.

  • DYTA is a fixed income fund, while BTR is a mixed asset fund. They carry different risk/return profiles.
  • BTR costs 0.24% less per year.
  • Over the last three years, DYTA has delivered higher annualized returns.

Side-by-side comparison

DYTABTR
Annual cost (TER)1.32%1.08%
Fund size (AUM)$101M$35M
Since20232023
Dividend yield1.52%1.19%
Asset classfixed incomemixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+15.0%+18.8%
CAGR 3Y+11.8%+4.5%
CAGR 5YN/AN/A
Sharpe 3Y0.740.14
Volatility 1Y10.12%9.95%
Max drawdown-9.41%-16.67%

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

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