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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

DYNF vs VO: how they differ

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

iShares U.S. Equity Factor Rotation Active ETF and Vanguard Mid-Cap Index Fund.

What they hold in common

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

Positions DYNF and VO both hold, largest shared weight first
HoldingDYNFVO
Realty Income Corp0.93%0.56%
Western Digital Corp0.56%1.07%
Newmont Corp0.50%0.48%
Electronic Arts Inc0.44%0.50%
American International Group Inc0.67%0.38%
Hartford Insurance Group Inc/The1.48%0.35%
Travelers Cos Inc/The1.35%0.34%
Exelon Corp0.24%0.46%
Cardinal Health Inc0.20%0.54%
Lumentum Holdings Inc0.16%0.65%
Howmet Aerospace Inc0.14%1.04%
Allstate Corp/The0.14%0.59%
Largest positions each one holds and the other does not
Only in DYNFOnly in VO
NVIDIA Corp 8.62%Seagate Technology Holdings PLC 1.05%
Apple Inc 7.75%Quanta Services Inc 1.05%
Microsoft Corp 5.35%Cummins Inc 0.95%
Amazon.com Inc 4.42%Datadog Inc 0.84%
JPMorgan Chase & Co 3.59%Constellation Energy Corp 0.78%
Broadcom Inc 3.25%Cloudflare Inc 0.76%
Alphabet Inc 2.87%Royal Caribbean Cruises Ltd 0.74%
Cisco Systems Inc 2.76%Marathon Petroleum Corp 0.72%

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 and Jun 30, 2026.

DYNF and VO on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
DYNF
iShares U.S. Equity Factor Rotation Active ETF
VO
Vanguard Mid-Cap Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isU.S. Equity Factor Rotation ActiveMid-Cap
Total return, 1 year+20.8%+12.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+3.3 pts−5.5 pts
Expense ratio0.26%0.03%
Already in the S&P 50098.8%91.4%
Holdings187282

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%.

VO in plain words

VO is an index equity fund tracking the Mid-Cap. Over the year to Sep 11, 2026 it returned +12.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.03% a year. By its holdings filed for Jun 30, 2026, 91% of the fund by weight is stocks the S&P 500 also holds, across 282 positions, with the top ten at 9.6%. It sat 4.1% below its high of Aug 14, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, DYNF or VO?
In the year to Sep 12, 2026, with distributions reinvested, DYNF returned +20.8% and VO returned +12.0%, so DYNF returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DYNF or VO?
DYNF charges 0.26% a year and VO charges 0.03%, so VO is cheaper. Fees come from each fund's prospectus.
How much do DYNF and VO overlap with the S&P 500?
By their latest filed holdings, 99% of DYNF and 91% of VO 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.

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

A comparison is not a recommendation. Standards and sources