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FTCS vs DYNF

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

FTCS

First Trust Capital Strength ETF

Annual cost

0.53%

Fund size

$7.7B

DYNF

iShares U.S. Equity Factor Rotation Active ETF

Annual cost

0.26%

Fund size

$36.7B

Key differences

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

  • FTCS follows a index tracking strategy; DYNF uses active selection.
  • 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

FTCSDYNF
Annual cost (TER)0.53%0.26%
Fund size (AUM)$7.7B$36.7B
Since20062019
Dividend yield1.11%0.89%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+4.3%+24.4%
CAGR 3Y+10.0%+24.6%
CAGR 5Y+5.8%+14.8%
Sharpe 3Y0.591.25
Volatility 1Y9.96%12.87%
Max drawdown-31.93%-34.72%

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

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