ETF comparison
DYNF vs IWD
Multi-Factor vs US Value.
iShares U.S. Equity Factor Rotation Active ETF · iShares Russell 1000 Value ETF
Holdings overlap
158 positions appear in both funds. Buying equal dollars of DYNF and IWD would leave roughly 39.2% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
IWD is 8 bps cheaper than DYNF. On a $100,000 position that's about $80/yr more in fees for DYNF.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with DYNF vs IWD.
Top shared holdings
158 shared in total| # | Holding | In DYNF | In IWD | Overlap |
|---|---|---|---|---|
| 1 | Apple Inc | 7.47% | 5.37% | 5.37% |
| 2 | Amazon.com Inc | 4.41% | 5.93% | 4.41% |
| 3 | Microsoft Corp | 5.06% | 3.88% | 3.88% |
| 4 | JPMorgan Chase & Co | 3.85% | 2.45% | 2.45% |
| 5 | Johnson & Johnson | 2.04% | 1.71% | 1.71% |
| 6 | Cisco Systems Inc | 2.01% | 1.30% | 1.30% |
| 7 | Walmart Inc | 1.11% | 1.27% | 1.11% |
| 8 | Bank of America Corp | 2.21% | 0.98% | 0.98% |
| 9 | Chevron Corp | 1.59% | 0.86% | 0.86% |
| 10 | Goldman Sachs Group Inc/The | 1.31% | 0.82% | 0.82% |
| 11 | RTX Corp | 1.31% | 0.72% | 0.72% |
| 12 | Meta Platforms Inc | 2.14% | 0.63% | 0.63% |
Only in DYNF
69 total- NVIDIA Corp 7.94%
- ExxonMobil Holdings Corp 2.96%
- Broadcom Inc 2.86%
- Alphabet Inc 2.63%
- Alphabet Inc 2.19%
- Lam Research Corp 1.74%
- Caterpillar Inc 1.72%
- Micron Technology Inc 1.58%
- Applied Materials Inc 1.54%
- Advanced Micro Devices Inc 1.45%
Only in IWD
712 total- EXXON MOBIL CORPORATION 1.59%
- THE PROCTER & GAMBLE COMPANY 0.96%
- MERCK & CO., INC. 0.89%
- THE COCA-COLA COMPANY 0.78%
- LINDE PUBLIC LIMITED COMPANY 0.67%
- QUALCOMM INCORPORATED 0.55%
- ANALOG DEVICES, INC. 0.50%
- ABBOTT LABORATORIES 0.44%
- BLACKROCK, INC. 0.41%
- CONOCOPHILLIPS 0.36%
Related comparisons
More comparisons with DYNF
- DYNF vs VIG · Vanguard Dividend Appreciation Index Fund ETF Shares 38.4%
- DYNF vs DGRO · iShares Core Dividend Growth ETF 35.2%
- DYNF vs VTV · Vanguard Morningstar Value ETF 33.0%
- DYNF vs VYM · Vanguard High Dividend Yield Index Fund ETF Shares 32.6%
- DYNF vs VO · Vanguard Morningstar Mid-Cap ETF 8.3%
- DYNF vs SCHD · Schwab U.S. Dividend Equity ETF 3.1%
More comparisons with IWD
- IWD vs XLG · Invesco S&P 500 Top 50 ETF 38.3%
- IWD vs DGRW · WisdomTree U.S. Quality Dividend Growth Fund 35.8%
- IWD vs OMFL · Invesco Russell 1000 Dynamic Multifactor ETF 35.1%
- IWD vs ONEQ · Fidelity Nasdaq Composite Index ETF 32.6%
- IWD vs JQUA · JPMorgan U.S. Quality Factor ETF 32.6%
- IWD vs IUSG · iShares Core S&P U.S. Growth ETF 32.1%
Percentages are holdings overlap with the named fund.
Open DYNF or IWD at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.