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DYTA vs NDAA

SGI Dynamic Tactical ETF vs Ned Davis Research 360 Dynamic Allocation ETF

DYTA

SGI Dynamic Tactical ETF

Annual cost

1.32%

Fund size

$101M

NDAA

Ned Davis Research 360 Dynamic Allocation ETF

Annual cost

0.65%

Fund size

$5M

Key differences

DYTA is a fixed income ETF, while NDAA is an alternative ETF. DYTA charges 1.32% a year and NDAA 0.65%.

  • DYTA is a fixed income fund, while NDAA is an alternative fund. They carry different risk/return profiles.
  • DYTA follows a active selection strategy; NDAA uses tactical allocation.
  • NDAA costs 0.67% less per year.
  • DYTA is much larger than NDAA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DYTANDAA
Annual cost (TER)1.32%0.65%
Fund size (AUM)$101M$5M
Since20232024
Dividend yield1.52%2.44%
Asset classfixed incomealternative
Region
Strategyactive selectiontactical allocation
CAGR 1Y+15.0%+22.4%
CAGR 3Y+11.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.74N/A
Volatility 1Y10.12%11.20%
Max drawdown-9.41%-13.50%

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

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