DYTA vs SCHD
SGI Dynamic Tactical ETF vs Schwab US Dividend Equity ETF
Which is better, DYTA or SCHD?
All Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DYTA | SCHD |
|---|---|---|
| Expense Ratio | 1.32% | 0.06%Best |
| AUM | $108M | $112.1B |
| Dividend Yield | 1.53% | 3.00% |
| Holdings | 8 | 103 |
| YTD Return | +7.96% | +24.59%Best |
| 1Y Return | +11.49% | +28.14%Best |
| 3Y Return (annualized) | +11.36% | +15.58%Best |
| 5Y Return (annualized) | - | +9.90% |
| Volatility (annualized) | 10.1%Best | 13.3% |
| Max Drawdown | -9.7%Best | -16.1% |
| $10,000 over 3.4 years | $14,116 | $15,790Best |
| Top 10 Weight | - | 41.8% |
| Fund Family | Summit Global Investments | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Value |
| Inception | Mar 30, 2023 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Mar 30, 2023 to Sep 10, 2026 (3.4 years).
DYTA vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.4 years both funds cover.
DYTA vs SCHD Performance
SGI Dynamic Tactical ETF (DYTA) is an ETF from Summit Global Investments and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year DYTA returned +11.49% while SCHD returned +28.14%. Year to date, DYTA is up 7.96% versus a gain of 24.59% for SCHD.
Over three years, DYTA compounded at +11.36% per year against +15.58% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 10.1% for DYTA. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -9.7% for DYTA and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DYTA charges 1.32% per year while SCHD charges 0.06%. On a $10,000 position that is $132 vs $6 annually, a gap of $126 per year that compounds over a long holding period. On income, DYTA currently yields 1.53% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 8 holdings in DYTA and 100 in SCHD, totalling 100.0% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 8 positions we hold weights for in DYTA and 100 in SCHD, against full books of 8 and 103.
What only one of them owns
Measured across the 8 and 100 positions we hold weights for.
SCHD holds 99 positions DYTA does not, 99.9% of the fund.
Largest: MRK 4.77%, AMGN 4.70%, ABT 4.69%, KO 4.17%, CVX 4.02%
You are not choosing between two funds in isolation.
Whichever of DYTA and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DYTA or SCHD?
DYTA has an expense ratio of 1.32% while SCHD charges 0.06%. SCHD is the cheaper option, by $126 a year on a $10,000 investment.
Which performed better, DYTA or SCHD?
Over the past year DYTA returned +11.49% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DYTA or SCHD?
SCHD has been the more volatile fund at 13.3% annualized versus 10.1% for DYTA. Worst drawdown: DYTA -9.7% vs SCHD -16.1%.
Should I hold both DYTA and SCHD?
DYTA and SCHD have a monthly-return correlation of 0.64, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, DYTA or SCHD?
DYTA yields 1.53% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than DYTA?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.