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DIVY vs DYNF

Sound Equity Income ETF vs iShares U.S. Equity Factor Rotation Active ETF

DIVY

Sound Equity Income ETF

Annual cost

0.45%

Fund size

$28M

DYNF

iShares U.S. Equity Factor Rotation Active ETF

Annual cost

0.26%

Fund size

$36.7B

Key differences

Both DIVY and DYNF are equity ETFs. DIVY charges 0.45% a year and DYNF 0.26%. The main difference: DYNF costs 0.19% less per year.

  • DYNF costs 0.19% less per year.
  • DYNF is much larger than DIVY. 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

DIVYDYNF
Annual cost (TER)0.45%0.26%
Fund size (AUM)$28M$36.7B
Since20202019
Dividend yield3.10%0.89%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+18.5%+24.4%
CAGR 3Y+9.7%+24.6%
CAGR 5Y+6.1%+14.8%
Sharpe 3Y0.461.25
Volatility 1Y13.03%12.87%
Max drawdown-18.23%-34.72%

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

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