Screener
DYTA vs DFSD
SGI Dynamic Tactical ETF vs Dimensional Short-Duration Fixed Income ETF
Key differences
Both DYTA and DFSD are fixed income ETFs. DYTA charges 1.32% a year and DFSD 0.16%. The main difference: DFSD costs 1.16% less per year.
- DFSD costs 1.16% less per year.
- DFSD 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 | DFSD | |
|---|---|---|
| Annual cost (TER) | 1.32% | 0.16% |
| Fund size (AUM) | $101M | $6.8B |
| Since | 2023 | 2021 |
| Dividend yield | 1.52% | 3.97% |
| Asset class | fixed income | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.0% | +4.3% |
| CAGR 3Y | +11.8% | +5.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.74 | 0.86 |
| Volatility 1Y | 10.12% | 1.90% |
| Max drawdown | -9.41% | -8.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.