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DYNFiShares U.S. Equity Factor Rotation Active ETF

Grow my money#194 of 2944 for Grow my money

Seeks to outperform the investment results of the large- and mid-capitalization U.S. equity markets by providing diversified exposure.

iShares · Since 2019 (7 years)

Annual Cost

0.26%

#1135 out of 5,332 ETFs

Fund Size

$30.0B

#92 out of 5,332 ETFs

Dividend Yield

1.03%

Track Record

7 years

#1915 out of 5,332 ETFs

Performance

1 Year

+33.5%

3 Years

+27.2%

5 Years

+14.8%

What's inside

Asset class
Strategy
active selection
Cap
multi cap
Factor
multifactor

Asset allocation

Stocks
99.2%
Cash
0.8%

Sector breakdown

Technology
37.1%
Financial Services
17.1%
Communication
11.7%
Industrials
8.5%
Consumer Cyclical
7.5%
Healthcare
7.5%
Utilities
3.0%
Consumer Defensive
2.6%
Other
5.0%

Top holdings

NVIDIA CorpNVDA8.2%
Apple IncAAPL7.9%
Microsoft CorpMSFT5.3%
Amazon.com IncAMZN3.8%
JPMorgan Chase & CoJPM3.7%
Broadcom IncAVGO2.6%
Berkshire Hathaway Inc Class BBRK-B2.6%
Alphabet Inc Class AGOOGL2.6%
Cisco Systems IncCSCO2.6%
Meta Platforms Inc Class AMETA2.6%

Risk profile

Volatility (1Y)

12.9%

Moderate

Max drawdown

-34.7%

Worst peak-to-trough loss

Sharpe (3Y)

1.39

Excellent risk-adjusted returns

Sortino (3Y)

2.05

Good downside protection

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Data updated on 2026-05-05