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DYTA vs RULE
SGI Dynamic Tactical ETF vs Adaptive Core ETF
Key differences
- DYTA costs 0.52% less per year.
- DYTA is significantly larger than RULE — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, RULE has delivered higher annualized returns.
Side-by-side comparison
| DYTA | RULE | |
|---|---|---|
| Annual cost (TER) | 1.32% | 1.84% |
| Fund size (AUM) | $96M | $14M |
| Since | 2023 | 2021 |
| Dividend yield | 1.59% | 0.00% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.4% | +41.5% |
| CAGR 3Y | +11.7% | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.74 | 0.81 |
| Volatility 1Y | 9.63% | 19.69% |
| Max drawdown | -9.41% | -30.48% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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