Screener
DYTA vs RFCI
SGI Dynamic Tactical ETF vs ALPS Dynamic Core Income ETF
Key differences
Both DYTA and RFCI are fixed income ETFs. DYTA charges 1.32% a year and RFCI 0.51%. The main difference: RFCI costs 0.81% less per year.
- RFCI costs 0.81% less per year.
- DYTA is much larger than RFCI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DYTA has delivered higher annualized returns.
- RFCI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DYTA | RFCI | |
|---|---|---|
| Annual cost (TER) | 1.32% | 0.51% |
| Fund size (AUM) | $101M | $16M |
| Since | 2023 | 2016 |
| Dividend yield | 1.52% | 4.53% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.0% | +4.5% |
| CAGR 3Y | +11.8% | +4.9% |
| CAGR 5Y | N/A | +1.2% |
| Sharpe 3Y | 0.74 | 0.28 |
| Volatility 1Y | 10.12% | 3.52% |
| Max drawdown | -9.41% | -14.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.