DYTA vs JHCP
Comparison between SGI DYNAMIC TACTICAL ETF (DYTA, ETF) and JOHN HANCOCK CORE PLUS BOND ETF (JHCP, ETF).
DYTA vs JHCP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DYTA
$96M
Winner
JHCP
$96M
Expense Ratio
DYTA
1.32%
Winner
JHCP
0.36%
Max Drawdown
DYTA
18.18%
Winner
JHCP
4.37%
Sharpe Ratio
Winner
DYTA
0.96
JHCP
0.37
5Y Beta
DYTA
0.53
Winner
JHCP
0.06
DYTA vs JHCP - Holdings Comparison
DYTA and JHCP have 0 common holdings. Overlap is 0.00%
DYTA's top 25 holdings weight is 103.84%. JHCP's top 25 holdings weight is 38.95%.
| Rank | DYTA | JHCP |
|---|---|---|
| #1 | SGI U.S. LARGE CAP CORE ETF (SGLC) - 32.06% | UNITED STATES TREASURY BONDS 4.75% (n/a) - 5.05% |
| #2 | ISHARES US REAL ESTATE ETF (IYR) - 14.60% | UNITED STATES TREASURY BONDS 4.625% (n/a) - 3.33% |
| #3 | ISHARES CORE S&P MID-CAP ETF (IJH) - 14.50% | n/a (n/a) - 2.46% |
| #4 | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 14.00% | FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 2.26% |
| #5 | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 13.87% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 2.05% |
| #6 | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 5.20% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 1.96% |
| #7 | ISHARES MSCI ACWI EX US ETF (ACWX) - 4.81% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 1.85% |
| #8 | SCHWAB INTERNATIONAL EQUITY ETF„¢ (SCHF) - 4.80% | n/a (n/a) - 1.84% |
| #9 | N/A | n/a (n/a) - 1.69% |
| #10 | N/A | UNITED STATES TREASURY BONDS 4.875% (n/a) - 1.67% |
| #11 | N/A | UNITED STATES TREASURY BONDS 1.625% (n/a) - 1.60% |
| #12 | N/A | UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.38% |
| #13 | N/A | FEDERAL HOME LOAN MORTGAGE CORP. 3.5% (n/a) - 1.28% |
| #14 | N/A | n/a (n/a) - 1.10% |
| #15 | N/A | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 1.09% |
| #16 | N/A | JH CTF (n/a) - 1.02% |
| #17 | N/A | FNMA PASS-THRU I 4.5% (n/a) - 1.01% |
| #18 | N/A | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 0.94% |
| #19 | N/A | FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 0.93% |
| #20 | N/A | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 0.92% |
| #21 | N/A | FNMA PASS-THRU I 5% (n/a) - 0.86% |
| #22 | N/A | UNITED STATES TREASURY NOTES 4.375% (n/a) - 0.73% |
| #23 | N/A | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 0.93871% (n/a) - 0.71% |
| #24 | N/A | AMGEN INC. 5.25% (n/a) - 0.69% |
| #25 | N/A | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 0.53% |
| Total Holdings | 8 | 481 |
DYTA vs JHCP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DYTA
+1.94%
JHCP
-0.19%
3M
Winner
DYTA
+6.72%
JHCP
-1.17%
6M
Winner
DYTA
+7.16%
JHCP
+0.21%
1Y
Winner
DYTA
+13.61%
JHCP
+5.47%
Max(CAGR)
Winner
DYTA
+11.25%
JHCP
+4.97%
DYTA vs JHCP - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | DYTA | JHCP |
|---|---|---|
| 2026 | +6.45% | +0.13% |
| 2025 | +7.06% | +7.65% |
| 2024 | +14.22% | -0.30% |
| 2023 | +8.72% | N/A |
DYTA vs JHCP Drawdown Comparison
The maximum drawdown for DYTA was -9.38%, occurring on Apr 8, 2025. Recovery took 208 trading sessions.
The maximum drawdown for JHCP was -3.06%, occurring on Apr 11, 2025. Recovery took 55 trading sessions.
The current DYTA drawdown is -2.30%. The current JHCP drawdown is -1.82%.
| Rank | DYTA | JHCP |
|---|---|---|
| #1 | -9.38% Dec 4, 2024 - Oct 6, 2025 | -3.06% Apr 3, 2025 - Jun 24, 2025 |
| #2 | -9.33% Feb 25, 2026 - Apr 17, 2026 | -2.82% Feb 27, 2026 - May 19, 2026 |
| #3 | -9.32% Jul 31, 2023 - Dec 13, 2023 | -1.61% Oct 27, 2025 - Jan 12, 2026 |
| #4 | -7.79% Jul 16, 2024 - Oct 11, 2024 | -1.58% Dec 18, 2024 - Jan 21, 2025 |
| #5 | -5.30% Mar 27, 2024 - May 15, 2024 | -1.16% Feb 5, 2025 - Feb 21, 2025 |
| #6 | -3.13% Jan 29, 2026 - Feb 9, 2026 | -1.13% Mar 3, 2025 - Apr 3, 2025 |
| #7 | -3.05% Nov 11, 2024 - Nov 25, 2024 | -1.05% Jun 30, 2025 - Jul 28, 2025 |
| #8 | -2.71% Oct 14, 2024 - Nov 6, 2024 | -0.71% Sep 15, 2025 - Oct 14, 2025 |
| #9 | -2.30% Jun 2, 2026 - Jun 5, 2026 | -0.68% Jan 12, 2026 - Feb 10, 2026 |
| #10 | -2.29% Jan 12, 2026 - Jan 27, 2026 | -0.51% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -2.21% Dec 27, 2023 - Jan 19, 2024 | -0.48% Aug 28, 2025 - Sep 4, 2025 |
| #12 | -2.00% Apr 17, 2023 - Jun 2, 2023 | -0.38% Jul 28, 2025 - Aug 1, 2025 |
| #13 | -1.80% May 14, 2026 - May 26, 2026 | -0.36% Jan 21, 2025 - Jan 27, 2025 |
| #14 | -1.80% Feb 9, 2026 - Feb 25, 2026 | -0.32% Aug 4, 2025 - Aug 13, 2025 |
| #15 | -1.63% May 21, 2024 - Jun 5, 2024 | -0.23% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between DYTA and JHCP is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2023 - 2026)
DYTA vs JHCP dividend yield comparison.
| Year | DYTA | JHCP |
|---|---|---|
| 2026 | 0.00% | 1.56% |
| 2025 | 1.64% | 4.79% |
| 2024 | 10.80% | 0.20% |
| 2023 | 0.89% | 0.00% |
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