Get the weekly note

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

ETFIQetfiq.com · independent ETF data

DYNF vs USMV: how they differ

DYNF and USMV hold 30% of their weight in the same names, and DYNF returned more over the year.

iShares U.S. Equity Factor Rotation Active ETF and iShares MSCI USA Min Vol Factor ETF.

What they hold in common

By the books each fund has filed, DYNF and USMV hold 30% of their money in the same securities at the same weight.

Positions DYNF and USMV both hold, largest shared weight first
HoldingDYNFUSMV
Cisco Systems Inc2.76%1.81%
NVIDIA Corp8.62%1.64%
Exxon Mobil Corp1.93%1.60%
Microsoft Corp5.35%1.56%
Duke Energy Corp1.63%1.55%
Johnson & Johnson1.92%1.44%
Berkshire Hathaway Inc2.38%1.42%
Travelers Cos Inc/The1.35%1.09%
AT&T Inc1.03%0.99%
Walmart Inc1.42%0.88%
Verizon Communications Inc0.87%1.49%
Salesforce Inc0.86%0.88%
Largest positions each one holds and the other does not
Only in DYNFOnly in USMV
JPMorgan Chase & Co 3.59%Chubb Limited 1.50%
Alphabet Inc 2.87%MOTOROLA SOLUTIONS, INC. 1.46%
Lam Research Corp 2.71%VERTEX PHARMACEUTICALS INCORPORATED 1.36%
Tesla Inc 1.74%CONSOLIDATED EDISON, INC. 1.35%
Bank of America Corp 1.59%CENCORA, INC. 1.28%
Parker-Hannifin Corp 1.50%WASTE CONNECTIONS, INC. 1.28%
Caterpillar Inc 1.28%REPUBLIC SERVICES, INC. 1.26%
Citigroup Inc 1.27%THE COCA-COLA COMPANY 1.20%

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.

DYNF and USMV on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
DYNF
iShares U.S. Equity Factor Rotation Active ETF
USMV
iShares MSCI USA Min Vol Factor ETF
Where it sitsCore index fundCore index fund
IssueriSharesiShares
What it isU.S. Equity Factor Rotation ActiveMSCI USA Min Vol Factor
Total return, 1 year+20.8%+6.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+3.3 pts−10.9 pts
Expense ratio0.26%0.15%
Already in the S&P 50098.8%94.8%
Holdings187170

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%.

USMV in plain words

USMV is an index equity fund tracking the MSCI USA Min Vol Factor. Over the year to Sep 11, 2026 it returned +6.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Apr 30, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 170 positions, with the top ten at 15.7%.

Questions people ask

Which returned more over the last year, DYNF or USMV?
In the year to Sep 12, 2026, with distributions reinvested, DYNF returned +20.8% and USMV returned +6.6%, so DYNF returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DYNF or USMV?
DYNF charges 0.26% a year and USMV charges 0.15%, so USMV is cheaper. Fees come from each fund's prospectus.
How much do DYNF and USMV overlap with the S&P 500?
By their latest filed holdings, 99% of DYNF and 95% of USMV by weight is stocks the S&P 500 already holds. Between the two funds, 30% of their books are the same securities at the same weight.

Other comparisons

Where to next

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.

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

A comparison is not a recommendation. Standards and sources