Screener
DYTA vs CGCP
SGI Dynamic Tactical ETF vs Capital Group Core Plus Income ETF
Key differences
Both DYTA and CGCP are fixed income ETFs. DYTA charges 1.32% a year and CGCP 0.34%. The main difference: CGCP costs 0.98% less per year.
- CGCP costs 0.98% less per year.
- CGCP is much larger than DYTA. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DYTA has delivered higher annualized returns.
Side-by-side comparison
| DYTA | CGCP | |
|---|---|---|
| Annual cost (TER) | 1.32% | 0.34% |
| Fund size (AUM) | $101M | $7.9B |
| Since | 2023 | 2022 |
| Dividend yield | 1.52% | 5.14% |
| Asset class | fixed income | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.0% | +5.5% |
| CAGR 3Y | +11.8% | +5.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.74 | 0.34 |
| Volatility 1Y | 10.12% | 3.66% |
| Max drawdown | -9.41% | -15.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.