DYTA ETF

DYTA ETF
$31.88
See how much of DYTA you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Sep 16, 2026

Net Assets
$109M
Expense Ratio
1.32%
Dividend Yield (Current)
1.51%
Holdings
16
Inception Date
Mar 30, 2023
Fund Family
Summit Global Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+8.47%
1 Year+12.85%
3 Year+11.43%

Asset Allocation

Other: 100.00%
See how much of DYTA you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
SGLCSGI U.S. Large Cap Core ETF32.10%
VGTVanguard Information Technology ETF15.46%
MTUMIshares Edge Msci Usa Momen. Fac. Etf14.17%
IJHIshares Core S&P Mid-cap ETF12.83%
IYRIshares U.S. Real Estate ETF11.95%
Top 10 Concentration: 100.00%Report Date: Sep 16, 2026
Download all 16 holdings for DYTA
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
1.51%
Frequency
Annually
Latest Distribution
$0.48
Dec 30, 2025
12M Distributions
1 payment
Total: $0.48

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

DYTA ETF Overview

DYTA ETF (SGI Dynamic Tactical ETF) is managed by Summit Global Investments with $108.5M in net assets. DYTA expense ratio is 1.32%, holding 16 positions across sectors including Financials. Inception date: 2023-03-30.

DYTA performance shows a YTD return of 8.47%. The 1-year return is 12.85%. DYTA dividend yield stands at 1.51%, paid annually.

DYTA top holdings include SGI U.S. Large Cap Core ETF (32.1%), Vanguard Information Technology ETF (15.5%), Ishares Edge Msci Usa Momen. Fac. Etf (14.2%), Ishares Core S&P Mid-cap ETF (12.8%), Ishares U.S. Real Estate ETF (11.9%). Go to all DYTA holdings, DYTA sectors, or DYTA dividends.

DYTA can be compared against other funds. Use DYTA overlap to find shared positions, or DYTA vs another fund for a side-by-side view. DYTA alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+1.30%
YTD
+8.47%
1 Year
+12.85%
3 Year
+11.43%

Top 10 Holdings (100.0% of portfolio)

#TickerNameSectorWeight
1SGLCSGI U.S. Large Cap Core ETFUnknown32.10%
2VGTVanguard Information Technology ETFFinancials15.46%
3MTUMIshares Edge Msci Usa Momen. Fac. EtfFinancials14.17%
4IJHIshares Core S&P Mid-cap ETFFinancials12.83%
5IYRIshares U.S. Real Estate ETFUnknown11.95%
6VXUSVanguard Total Intl Stock Mutual FundUnknown4.71%
7ACWXIshares Msci Acwi Ex US ETFFinancials4.40%
8SCHFSchwab International Equity ETFFinancials4.38%