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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 VOE: how they differ

DYNF and VOE hold 4% 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 Value Index Fund.

What they hold in common

By the books each fund has filed, DYNF and VOE hold 4% of their money in the same securities at the same weight.

Positions DYNF and VOE both hold, largest shared weight first
HoldingDYNFVOE
American International Group Inc0.67%0.69%
Hartford Insurance Group Inc/The1.48%0.63%
Travelers Cos Inc/The1.35%0.61%
Newmont Corp0.50%0.86%
Electronic Arts Inc0.44%0.45%
Exelon Corp0.24%0.83%
Cardinal Health Inc0.20%0.96%
Allstate Corp/The0.14%1.06%
Cboe Global Markets Inc0.14%0.44%
General Motors Co0.13%1.21%
Dollar General Corp0.10%0.44%
Sempra0.09%1.05%
Largest positions each one holds and the other does not
Only in DYNFOnly in VOE
NVIDIA Corp 8.62%Cummins Inc 1.71%
Apple Inc 7.75%Marathon Petroleum Corp 1.29%
Microsoft Corp 5.35%CRH PLC 1.24%
Amazon.com Inc 4.42%United Rentals Inc 1.23%
JPMorgan Chase & Co 3.59%SLB Ltd 1.21%
Broadcom Inc 3.25%Simon Property Group Inc 1.20%
Alphabet Inc 2.87%Phillips 66 1.18%
Cisco Systems Inc 2.76%Warner Bros Discovery Inc 1.10%

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 VOE on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
DYNF
iShares U.S. Equity Factor Rotation Active ETF
VOE
Vanguard Mid-Cap Value Index Fund
Where it sitsCore index fundCore index fund
IssueriSharesVanguard
What it isU.S. Equity Factor Rotation ActiveMid-Cap Value
Total return, 1 year+20.8%+20.2%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+3.3 pts+2.7 pts
Expense ratio0.26%0.05%
Already in the S&P 50098.8%96.6%
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%.

VOE in plain words

VOE is an index equity fund tracking the Mid-Cap Value. Over the year to Sep 11, 2026 it returned +20.2% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 97% of the fund by weight is stocks the S&P 500 also holds, across 170 positions, with the top ten at 12.7%.

Questions people ask

Which returned more over the last year, DYNF or VOE?
In the year to Sep 12, 2026, with distributions reinvested, DYNF returned +20.8% and VOE returned +20.2%, so DYNF returned more. One year is one year; the longer windows are in the table.
Which is cheaper, DYNF or VOE?
DYNF charges 0.26% a year and VOE charges 0.05%, so VOE is cheaper. Fees come from each fund's prospectus.
How much do DYNF and VOE overlap with the S&P 500?
By their latest filed holdings, 99% of DYNF and 97% of VOE by weight is stocks the S&P 500 already holds. Between the two funds, 4% 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 VOE, 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 VOE, data as of Sep 12, 2026. https://etfiq.com/compare/any/DYNF-VOE Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources