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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

DVY vs DYNF: how they differ

DVY and DYNF hold 6% of their weight in the same names, and DYNF returned more over the year.

iShares Select Dividend ETF and iShares U.S. Equity Factor Rotation Active ETF.

What they hold in common

By the books each fund has filed, DVY and DYNF hold 6% of their money in the same securities at the same weight.

Positions DVY and DYNF both hold, largest shared weight first
HoldingDVYDYNF
AT&T INC1.23%1.03%
EXXON MOBIL CORP0.99%1.93%
VERIZON COMMUNICATIONS INC1.85%0.87%
NEXTERA ENERGY INC0.98%0.63%
GILEAD SCIENCES INC0.66%0.42%
PHILIP MORRIS INTERNATIONAL INC1.02%0.39%
MCDONALD'S CORP0.69%0.32%
EXELON CORP1.13%0.24%
PFIZER INC2.22%0.24%
COMCAST CORP1.22%0.14%
CVS HEALTH CORP1.23%0.12%
LOCKHEED MARTIN CORP0.57%0.09%
Largest positions each one holds and the other does not
Only in DVYOnly in DYNF
T. ROWE PRICE GROUP INC 2.03%NVIDIA Corp 8.62%
PRUDENTIAL FINANCIAL INC 1.85%Apple Inc 7.75%
ONEOK INC 1.84%Microsoft Corp 5.35%
HP INC 1.61%Amazon.com Inc 4.42%
LYONDELLBASELL INDUSTRIES NV 1.53%JPMorgan Chase & Co 3.59%
GENERAL MILLS INC 1.52%Broadcom Inc 3.25%
KIMBERLY CLARK CORP 1.52%Alphabet Inc 2.87%
TARGET CORP 1.45%Cisco Systems Inc 2.76%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Apr 30, 2026.

DVY and DYNF on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
DVY
iShares Select Dividend ETF
DYNF
iShares U.S. Equity Factor Rotation Active ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isUS dividendU.S. Equity Factor Rotation Active
Total return, 1 year+18.0%+20.8%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+0.5 pts+3.3 pts
Expense ratio0.38%0.26%
Already in the S&P 50080.5%98.8%
Holdings100187

DVY in plain words

DVY is an index equity fund tracking the US dividend. Over the year to Sep 11, 2026 it returned +18.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.38% a year. By its holdings filed for Apr 30, 2026, 80% of the fund by weight is stocks the S&P 500 also holds, across 100 positions, with the top ten at 18.3%.

DYNF in plain words

DYNF is an index equity fund tracking the U.S. Equity Factor Rotation Active. Over the year to Sep 11, 2026 it returned +20.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.26% a year. By its holdings filed for Apr 30, 2026, 99% of the fund by weight is stocks the S&P 500 also holds, across 187 positions, with the top ten at 43.8%.

Questions people ask

Which returned more over the last year, DVY or DYNF?
In the year to Sep 12, 2026, with distributions reinvested, DVY returned +18.0% and DYNF returned +20.8%, so DYNF returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DVY or DYNF?
DVY charges 0.38% a year and DYNF charges 0.26%, so DYNF is cheaper. Fees come from each fund's prospectus.
How much do DVY and DYNF overlap with the S&P 500?
By their latest filed holdings, 80% of DVY and 99% of DYNF by weight is stocks the S&P 500 already holds. Between the two funds, 6% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

DVY against DYNF, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, DVY against DYNF, data as of Sep 12, 2026. https://etfiq.com/compare/any/DVY-DYNF Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources