DYTASGI Dynamic Tactical ETF
Diversifier#144 of 228 for Diversifier
Seeks long-term capital appreciation.
Summit Global Investments · Since 2023 (3 years)
Annual Cost
1.32%
#5144 out of 5,332 ETFs
Fund Size
$87M
#2864 out of 5,332 ETFs
Dividend Yield
1.71%
Track Record
3 years
#3062 out of 5,332 ETFs
Performance
1 Year
+12.3%
3 Years
+11.1%
5 Years
N/A
What's inside
Asset class
Strategy
active selection
Asset allocation
Stocks
103.9%
Other
0.0%
Sector breakdown
Technology
32.6%
Real Estate
16.3%
Financial Services
11.5%
Industrials
10.0%
Healthcare
6.6%
Consumer Cyclical
6.5%
Communication
5.4%
Consumer Defensive
3.5%
Other
7.6%
Top holdings
SGI U.S. Large Cap Core ETFSGLC32.1%
iShares US Real Estate ETFIYR14.6%
iShares Core S&P Mid-Cap ETFIJH14.5%
iShares MSCI USA Momentum Factor ETFMTUM14.0%
Vanguard Information Technology ETFVGT13.9%
Vanguard Total International Stock ETFVXUS5.2%
iShares MSCI ACWI ex US ETFACWX4.8%
Schwab International Equity ETF™SCHF4.8%
Risk profile
Volatility (1Y)
9.3%
Moderate
Max drawdown
-9.4%
Worst peak-to-trough loss
Sharpe (3Y)
0.69
Decent risk-adjusted returns
Sortino (3Y)
0.98
Moderate downside risk
Bond profile
Credit ratings
AAA
2.0%
AA
77.8%
A
10.2%
BBB
10.1%
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Data updated on 2026-05-05