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ANEW vs DYNF

ProShares MSCI Transformational Changes ETF vs iShares U.S. Equity Factor Rotation Active ETF

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

DYNF

iShares U.S. Equity Factor Rotation Active ETF

Annual cost

0.26%

Fund size

$36.7B

Key differences

Both ANEW and DYNF are equity ETFs. ANEW charges 0.45% a year and DYNF 0.26%. The main difference: ANEW follows a index tracking strategy; DYNF uses active selection.

  • ANEW follows a index tracking strategy; DYNF uses active selection.
  • ANEW covers global markets; DYNF covers North America.
  • DYNF costs 0.19% less per year.
  • DYNF is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DYNF has delivered higher annualized returns.

Side-by-side comparison

ANEWDYNF
Annual cost (TER)0.45%0.26%
Fund size (AUM)$8M$36.7B
Since20202019
Dividend yield0.61%0.89%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+2.6%+27.5%
CAGR 3Y+13.1%+25.8%
CAGR 5Y+3.3%+15.2%
Sharpe 3Y0.641.31
Volatility 1Y13.62%13.01%
Max drawdown-39.87%-34.72%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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