BCHP vs DYNF

BCHPCPrincipal Focused Blue Chip ETF

DYNFAiShares U.S. Equity Factor Rotation Active ETF

In short

BCHP Principal's stock-picker take on the blue chips: a focused, actively run basket of big US companies the manager thinks can keep compounding, priced below what the average active US equity ETF charges.

DYNF Most factor funds make you pick a lane: value, momentum, quality. DYNF rotates across five styles instead, letting a factor model decide which one leads, and charges an index-fund-ish 0.26% to do it.

Stated mandate

BCHP The Fund seeks long-term growth of capital. It normally invests at least 80% of assets in large-capitalization equity securities that the adviser considers blue-chip companies, with an emphasis on capital-growth potential.

DYNF The Fund seeks to outperform the U.S. equity market through diversified, tactical exposure to style factors using a factor rotation model.

Why people hold it

• BCHP Charges 0.58% a year, under the median for actively managed US equity ETFs. Active stock picking without the premium price tag that usually comes with it.
• The mandate is specific, not mush: normally at least 80% of assets in large-cap names the adviser considers blue chip, with the emphasis on capital-growth potential rather than income.
• Lands in the upper half of a peer group of a couple hundred active US equity ETFs, and the data behind that read is complete rather than patchy.
• Backed by Principal, a long-established fund manager, with the fund itself trading since 2023.

• DYNF Five style factors in one ticket (value, quality, momentum, growth, low volatility), reweighted by a rotation model rather than locked to a single tilt.
• 0.26% is well under half the median fee in its active US equity peer group, which is unusual pricing for a strategy with a human-supervised model behind it.
• A multi-billion-dollar fund and one of the more actively traded names in its category, so getting in and out rarely becomes the hard part. Pays quarterly.
• Running since 2019 under one of the biggest ETF shops, and it stands among the strongest overall implementations in the active US equity group we track.

Worth knowing

• BCHP Trading is light compared with the giants of the category, so bid-ask spreads can be wider and bigger orders can nudge the price.
• A focused book of large-cap growth names concentrates both the wins and the drawdowns. Expect a bumpier path than a whole-market index fund.
• You are paying up for the manager's judgment: broad-market rivals like DFAU (0.12%) and AVLC (0.15%) run at a fraction of the cost.

• DYNF The yardstick isn't the S&P 500: it's a custom blend of 80% MSCI USA and 20% MSCI USA Minimum Volatility, so a low-vol tilt is baked into the benchmark itself.
• Active by design. The factor mix shifts, the book runs to a couple hundred stocks, and a rotation call can leave it out of step with a plain US market index fund.
• Cheap for active, not the cheapest shelf: systematic peers DFAU (0.12%), AVLC (0.15%), DFAC (0.17%) and FELC (0.18%) all undercut it on fee.

Full BCHP profile⁠

Full DYNF profile⁠