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DYTA vs XFLX

SGI Dynamic Tactical ETF vs FundX Flexible ETF

DYTA

SGI Dynamic Tactical ETF

Annual cost

1.32%

Fund size

$101M

XFLX

FundX Flexible ETF

Annual cost

0.97%

Fund size

$50M

Key differences

Both DYTA and XFLX are fixed income ETFs. DYTA charges 1.32% a year and XFLX 0.97%. The main difference: XFLX costs 0.35% less per year.

  • XFLX costs 0.35% less per year.
  • XFLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DYTAXFLX
Annual cost (TER)1.32%0.97%
Fund size (AUM)$101M$50M
Since20232002
Dividend yield1.52%9.67%
Asset classfixed incomefixed income
Region
Strategyactive selectionactive selection
CAGR 1Y+15.0%+4.8%
CAGR 3Y+11.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.74N/A
Volatility 1Y10.12%3.62%
Max drawdown-9.41%-6.54%

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

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