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DYNF vs FTCS

iShares U.S. Equity Factor Rotation Active ETF vs First Trust Capital Strength ETF

DYNF

iShares U.S. Equity Factor Rotation Active ETF

Annual cost

0.26%

Fund size

$36.7B

FTCS

First Trust Capital Strength ETF

Annual cost

0.53%

Fund size

$7.7B

Key differences

Both DYNF and FTCS are equity ETFs. DYNF charges 0.26% a year and FTCS 0.53%. The main difference: DYNF follows a active selection strategy; FTCS uses index tracking.

  • DYNF follows a active selection strategy; FTCS uses index tracking.
  • DYNF costs 0.27% less per year.
  • DYNF is much larger than FTCS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, DYNF has delivered higher annualized returns.
  • FTCS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DYNFFTCS
Annual cost (TER)0.26%0.53%
Fund size (AUM)$36.7B$7.7B
Since20192006
Dividend yield0.89%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+24.4%+4.3%
CAGR 3Y+24.6%+10.0%
CAGR 5Y+14.8%+5.8%
Sharpe 3Y1.250.59
Volatility 1Y12.87%9.96%
Max drawdown-34.72%-31.93%

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

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