DYTA vs IBIF
Comparison between SGI DYNAMIC TACTICAL ETF (DYTA, ETF) and ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF, ETF).
DYTA vs IBIF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DYTA
$104M
Winner
IBIF
$104M
Expense Ratio
DYTA
1.32%
Winner
IBIF
0.10%
Max Drawdown
DYTA
18.18%
Winner
IBIF
3.94%
Sharpe Ratio
Winner
DYTA
0.94
IBIF
-0.37
5Y Beta
DYTA
0.53
Winner
IBIF
-0.00
DYTA vs IBIF - Historical Returns
Returns include dividend reinvestment.
1M
DYTA
-1.10%
Winner
IBIF
+0.45%
3M
Winner
DYTA
+5.59%
IBIF
+0.15%
6M
Winner
DYTA
+7.55%
IBIF
+1.44%
1Y
Winner
DYTA
+13.67%
IBIF
+2.91%
Max(CAGR)
Winner
DYTA
+11.27%
IBIF
+5.64%
DYTA vs IBIF - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | DYTA | IBIF |
|---|---|---|
| 2026 | +7.96% | +1.58% |
| 2025 | +7.06% | +7.18% |
| 2024 | +14.22% | +3.30% |
| 2023 | +8.72% | +3.95% |
DYTA vs IBIF Drawdown Comparison
The maximum drawdown for DYTA was -9.38%, occurring on Apr 8, 2025. Recovery took 208 trading sessions.
The maximum drawdown for IBIF was -2.50%, occurring on Dec 19, 2024. Recovery took 104 trading sessions.
The current DYTA drawdown is -1.10%. The current IBIF drawdown is -0.43%.
| Rank | DYTA | IBIF |
|---|---|---|
| #1 | -9.38% Dec 4, 2024 - Oct 6, 2025 | -2.50% Sep 24, 2024 - Feb 25, 2025 |
| #2 | -9.33% Feb 25, 2026 - Apr 17, 2026 | -1.87% Apr 3, 2025 - Apr 28, 2025 |
| #3 | -9.32% Jul 31, 2023 - Dec 13, 2023 | -1.81% Jan 12, 2024 - Jun 3, 2024 |
| #4 | -7.79% Jul 16, 2024 - Oct 11, 2024 | -1.56% Sep 22, 2023 - Nov 2, 2023 |
| #5 | -5.30% Mar 27, 2024 - May 15, 2024 | -1.38% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -3.13% Jan 29, 2026 - Feb 9, 2026 | -0.95% Mar 17, 2026 - Apr 13, 2026 |
| #7 | -3.05% Nov 11, 2024 - Nov 25, 2024 | -0.94% May 4, 2026 - Jun 17, 2026 |
| #8 | -3.04% Jun 2, 2026 - Jun 22, 2026 | -0.89% Nov 3, 2023 - Nov 14, 2023 |
| #9 | -2.71% Oct 14, 2024 - Nov 6, 2024 | -0.82% Dec 27, 2023 - Jan 12, 2024 |
| #10 | -2.29% Jan 12, 2026 - Jan 27, 2026 | -0.74% Jun 5, 2024 - Jun 18, 2024 |
| #11 | -2.21% Dec 27, 2023 - Jan 19, 2024 | -0.71% Mar 3, 2025 - Mar 21, 2025 |
| #12 | -2.07% Jun 22, 2026 - Jul 17, 2026 | -0.66% Oct 22, 2025 - Jan 28, 2026 |
| #13 | -2.00% Apr 17, 2023 - Jun 2, 2023 | -0.59% Aug 5, 2024 - Aug 21, 2024 |
| #14 | -1.80% May 14, 2026 - May 26, 2026 | -0.54% Sep 8, 2025 - Oct 21, 2025 |
| #15 | -1.80% Feb 9, 2026 - Feb 25, 2026 | -0.52% Dec 1, 2023 - Dec 13, 2023 |
Correlation
Correlation between DYTA and IBIF is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2023 - 2026)
DYTA vs IBIF dividend yield comparison.
| Year | DYTA | IBIF |
|---|---|---|
| 2026 | 0.00% | 2.79% |
| 2025 | 1.64% | 4.51% |
| 2024 | 10.80% | 4.05% |
| 2023 | 0.89% | 0.96% |
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