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DYTA vs MOOD

SGI Dynamic Tactical ETF vs Relative Sentiment Tactical Allocation ETF

DYTA

SGI Dynamic Tactical ETF

Summit Global Investments

Annual cost

1.32%

Fund size

$96M

MOOD

Relative Sentiment Tactical Allocation ETF

Relative Sentiment

Annual cost

0.73%

Fund size

$116M

Key differences

  • MOOD costs 0.59% less per year.
  • Over the last 3 years, MOOD has delivered higher annualized returns.

Side-by-side comparison

DYTAMOOD
Annual cost (TER)1.32%0.73%
Fund size (AUM)$96M$116M
Since20232022
Dividend yield1.59%0.36%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+14.4%+36.9%
CAGR 3Y+11.7%+20.3%
CAGR 5YN/AN/A
Sharpe 3Y0.741.43
Volatility 1Y9.63%14.13%
Max drawdown-9.41%-14.34%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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