DYTA vs VOO
SGI Dynamic Tactical ETF vs Vanguard S&P 500 ETF
Which is better, DYTA or VOO?
All Cap Blend against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91.
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 | VOO |
|---|---|---|
| Expense Ratio | 1.32% | 0.03%Best |
| AUM | $108M | $997.4B |
| Dividend Yield | 1.53% | 1.04% |
| Holdings | 8 | 509 |
| YTD Return | +7.96% | +11.55%Best |
| 1Y Return | +11.49% | +17.54%Best |
| 3Y Return (annualized) | +11.36% | +20.71%Best |
| 5Y Return (annualized) | - | +12.80% |
| Volatility (annualized) | 10.1%Best | 12.5% |
| Max Drawdown | -9.7%Best | -18.7% |
| $10,000 over 3.4 years | $14,116 | $19,422Best |
| Top 10 Weight | - | 36.4% |
| Fund Family | Summit Global Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | All Cap Blend | Large Cap Blend |
| Inception | Mar 30, 2023 | Sep 7, 2010 |
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 VOO 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 VOO Performance
SGI Dynamic Tactical ETF (DYTA) is an ETF from Summit Global Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year DYTA returned +11.49% while VOO returned +17.54%. Year to date, DYTA is up 7.96% versus a gain of 11.55% for VOO.
Over three years, DYTA compounded at +11.36% per year against +20.71% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.5% 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DYTA charges 1.32% per year while VOO charges 0.03%. On a $10,000 position that is $132 vs $3 annually, a gap of $129 per year that compounds over a long holding period. On income, DYTA currently yields 1.53% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 8 holdings in DYTA and 505 in VOO, totalling 100.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 52 days apart, DYTA as of Aug 21, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 8 positions we hold weights for in DYTA and 505 in VOO, against full books of 8 and 509.
What only one of them owns
Our book lists 496 positions for VOO that do not appear in our book for DYTA (99.4% of the fund), and 8 for DYTA that do not appear in VOO (100.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of DYTA and VOO 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 VOO?
DYTA has an expense ratio of 1.32% while VOO charges 0.03%. VOO is the cheaper option, by $129 a year on a $10,000 investment.
Which performed better, DYTA or VOO?
Over the past year DYTA returned +11.49% vs +17.54% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DYTA or VOO?
VOO has been the more volatile fund at 12.5% annualized versus 10.1% for DYTA. Worst drawdown: DYTA -9.7% vs VOO -18.7%.
Should I hold both DYTA and VOO?
DYTA and VOO have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, DYTA or VOO?
DYTA yields 1.53% while VOO yields 1.04%, so DYTA currently pays the higher dividend yield.
Is VOO better than DYTA?
VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. Which one suits a particular account depends on what it is for. This is information, not a recommendation.