DYTA vs JLS
Comparison between SGI DYNAMIC TACTICAL ETF (DYTA, ETF) and Nuveen Mortgage and Income Fund (JLS, ETF).
DYTA vs JLS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DYTA
$104M
JLS
$103M
Expense Ratio
DYTA
1.32%
JLS
N/A
Max Drawdown
Winner
DYTA
18.18%
JLS
51.18%
Sharpe Ratio
Winner
DYTA
0.94
JLS
-0.13
5Y Beta
DYTA
0.53
Winner
JLS
0.16
5Y Dividends CAGR
DYTA
N/A
JLS
17.50%
DYTA vs JLS - Historical Returns
Returns include dividend reinvestment.
1M
DYTA
-1.10%
Winner
JLS
+2.22%
3M
Winner
DYTA
+5.59%
JLS
-1.76%
6M
Winner
DYTA
+7.55%
JLS
+1.04%
1Y
Winner
DYTA
+13.67%
JLS
+2.76%
5Y(CAGR)
DYTA
N/A
JLS
+5.40%
10Y(CAGR)
DYTA
N/A
JLS
+5.57%
Max(CAGR)
Winner
DYTA
+11.27%
JLS
+6.24%
DYTA vs JLS - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | DYTA | JLS |
|---|---|---|
| 2026 | +7.96% | +2.73% |
| 2025 | +7.06% | +10.68% |
| 2024 | +14.22% | +17.77% |
| 2023 | +8.72% | +15.34% |
| 2022 | N/A | -17.75% |
| 2021 | N/A | +12.20% |
| 2020 | N/A | -5.36% |
| 2019 | N/A | +4.30% |
| 2018 | N/A | -0.52% |
| 2017 | N/A | +17.60% |
| 2016 | N/A | +13.96% |
| 2015 | N/A | +4.93% |
| 2014 | N/A | +6.40% |
| 2013 | N/A | -7.06% |
| 2012 | N/A | +42.96% |
| 2011 | N/A | -11.61% |
| 2010 | N/A | +10.36% |
| 2009 | N/A | -0.04% |
DYTA vs JLS Drawdown Comparison
The maximum drawdown for DYTA was -9.38%, occurring on Apr 8, 2025. Recovery took 208 trading sessions.
The maximum drawdown for JLS was -35.17%, occurring on Mar 26, 2020. Recovery took 390 trading sessions.
The current DYTA drawdown is -1.10%. The current JLS drawdown is -3.30%.
| Rank | DYTA | JLS |
|---|---|---|
| #1 | -9.38% Dec 4, 2024 - Oct 6, 2025 | -35.17% Jan 24, 2020 - Aug 11, 2021 |
| #2 | -9.33% Feb 25, 2026 - Apr 17, 2026 | -23.51% Oct 28, 2021 - Mar 11, 2024 |
| #3 | -9.32% Jul 31, 2023 - Dec 13, 2023 | -20.88% Apr 1, 2013 - Jul 6, 2016 |
| #4 | -7.79% Jul 16, 2024 - Oct 11, 2024 | -17.47% Mar 4, 2011 - Feb 17, 2012 |
| #5 | -5.30% Mar 27, 2024 - May 15, 2024 | -9.28% Mar 10, 2025 - Jun 24, 2025 |
| #6 | -3.13% Jan 29, 2026 - Feb 9, 2026 | -7.28% Oct 3, 2012 - Dec 6, 2012 |
| #7 | -3.05% Nov 11, 2024 - Nov 25, 2024 | -6.69% Dec 21, 2009 - Sep 8, 2010 |
| #8 | -3.04% Jun 2, 2026 - Jun 22, 2026 | -5.40% May 15, 2026 - Jun 22, 2026 |
| #9 | -2.71% Oct 14, 2024 - Nov 6, 2024 | -5.33% Feb 13, 2026 - Apr 8, 2026 |
| #10 | -2.29% Jan 12, 2026 - Jan 27, 2026 | -5.25% Nov 27, 2018 - Feb 13, 2019 |
| #11 | -2.21% Dec 27, 2023 - Jan 19, 2024 | -4.91% Dec 12, 2024 - Feb 4, 2025 |
| #12 | -2.07% Jun 22, 2026 - Jul 17, 2026 | -4.01% Nov 12, 2010 - Dec 23, 2010 |
| #13 | -2.00% Apr 17, 2023 - Jun 2, 2023 | -3.98% Sep 30, 2019 - Jan 24, 2020 |
| #14 | -1.80% May 14, 2026 - May 26, 2026 | -3.95% Dec 29, 2017 - Aug 14, 2018 |
| #15 | -1.80% Feb 9, 2026 - Feb 25, 2026 | -3.88% Dec 7, 2012 - Jan 4, 2013 |
Correlation
Correlation between DYTA and JLS is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2010 - 2026)
DYTA vs JLS dividend yield comparison.
| Year | DYTA | JLS |
|---|---|---|
| 2026 | 0.00% | 6.11% |
| 2025 | 1.64% | 10.13% |
| 2024 | 10.80% | 9.91% |
| 2023 | 0.89% | 9.29% |
| 2022 | 0.00% | 6.56% |
| 2021 | 0.00% | 4.61% |
| 2020 | 0.00% | 4.94% |
| 2019 | 0.00% | 6.20% |
| 2018 | 0.00% | 9.31% |
| 2017 | 0.00% | 13.44% |
| 2016 | 0.00% | 7.11% |
| 2015 | 0.00% | 6.68% |
| 2014 | 0.00% | 6.68% |
| 2013 | 0.00% | 12.20% |
| 2012 | 0.00% | 7.60% |
| 2011 | 0.00% | 10.17% |
| 2010 | 0.00% | 7.70% |
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