DYNF vs VTI

Quick Verdict

VTI has a lower expense ratio. DYNF delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: DYNFMore Diversified: VTI

Side-by-Side Comparison

MetricDYNFVTIWinner
Expense Ratio0.26%0.03%
AUM$38.2B$663.5B
Dividend Yield0.79%1.07%
Holdings1893,543
YTD Return+15.55%+14.22%
1Y Return+23.75%+22.19%
3Y Return (annualized)+25.51%+21.27%
5Y Return (annualized)+15.39%+12.23%
Volatility (annualized)16.8%15.3%
Max Drawdown-34.7%-56.6%
Fund FamilyBlackRock, Inc. (US)Vanguard (US)
CategoryEquityEquity
InceptionMar 19, 2019May 24, 2001

DYNF vs VTI Performance

iShares US Equity Factor Rotation Active ETF (DYNF) is a ETF from BlackRock, Inc. (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DYNF returned +23.75% while VTI returned +22.19%. Year to date, DYNF is up 15.55% versus a gain of 14.22% for VTI.

Over three years, DYNF compounded at +25.51% per year against +21.27% for VTI; over five years the annualized figures are +15.39% and +12.23% respectively. Across the full 7-year window we track, DYNF has the edge at +16.44% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

DYNF has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.3% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -34.7% for DYNF and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

DYNF charges 0.26% per year while VTI charges 0.03%. On a $10,000 position that is $26 vs $3 annually, a gap of $23 per year that compounds over a long holding period. On income, DYNF currently yields 0.79% against 1.07% for VTI.

Holdings Overlap

55.7%overlap

DYNF and VTI share 170 holdings out of 2801 unique holdings combined, representing a 55.7% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in DYNFWeight in VTIDifference
NVDA8.49%6.32%2.17%
AAPL7.93%5.84%2.09%
MSFT5.38%3.81%1.57%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
JPM:USProProPro
GOOGProProPro
METAProProPro
BRK.BProProPro
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Frequently Asked Questions

Which is cheaper, DYNF or VTI?

DYNF has an expense ratio of 0.26% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $23 per year of difference.

Which performed better, DYNF or VTI?

Over the past year DYNF returned +23.75% vs +22.19% for VTI, so DYNF leads on 1-year performance. Over the longest common window we track (7 years), DYNF annualized +16.44% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, DYNF or VTI?

DYNF has been the more volatile fund at 16.8% annualized versus 15.3% for VTI. Worst drawdown: DYNF -34.7% vs VTI -56.6%.

Should I hold both DYNF and VTI?

DYNF and VTI have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between DYNF and VTI?

DYNF and VTI share 170 common holdings with a 55.7% weight overlap. Combined, they hold 2801 unique securities.

Which pays a higher dividend, DYNF or VTI?

DYNF yields 0.79% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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