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DYTA
+0.73 · +2.54%
$29.46 · NASDAQ

SGI Dynamic Tactical ETF (DYTA) ETF Analysis | Tactical Allocation

Summit Global Investments · USA
AUM:$71.7M
#– of – in Tactical Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 1.04% — above average for this category.

What is DYTA?

The fund is an actively-managed ETF and invests in securities of affiliated and unaffiliated ETFs and open-end mutual funds. The fund may allocate among major equity asset classes and sectors, within the underlying funds, of the U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
DYTA returned 5.3% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.04% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 71.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$71.7M
Expense Ratio1.04%
Dividend Yield1.63%
Holdings6
Inception DateMar 2023
Domicile–
Distribution–
Index–
ProviderSummit Global Investments
Beta–
CategoryTactical Allocation
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.4%
1Y
+13.3%
3Y
+39.3%
5Y
+43.7%
OpenBook InsightIf you had invested £10,000 in DYTA 5 years ago, it would have grown to £14,368 — a gain of £4,368.

Annual Returns

Calendar year performance

DYTA delivered positive returns in 4 of the last 4 calendar years.
YearDYTA
2026 YTD+9.0%
2025+7.1%
2024+14.2%
2023+8.7%
CAGR 3yr+10.0%
4/4 positive yearsAvg return: +9.7%Worst year: +7.1% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
9.7%
Low
Momentum
+1.9%
30-day change
Support Level
31.46
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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