BLUX vs DYNF

BLUXABluemonte Dynamic Total Market ETF

DYNFAiShares U.S. Equity Factor Rotation Active ETF

In short

BLUX An active fund that buys ETFs, not stocks: Bluemonte dials broad U.S. market exposure across large, mid and small caps, with an international slice, from a short list of building-block funds.

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

BLUX The Fund seeks capital growth through an actively managed portfolio of ETFs that provides broad market exposure, primarily to U.S. companies across market capitalizations.

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

• BLUX Cost is 0.23% net of a waiver running through August 31, 2027 (0.28% gross), below the median fee for active U.S. equity funds.
• Active without the stock picking: the manager shifts weights among broad ETFs, so no single company carries the portfolio.
• One ticker covers U.S. companies across market caps plus international exposure, per the prospectus.
• Sits in the upper tier of its active U.S. equity peer group, with cost a big part of why.

• 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

• BLUX Young fund, listed in June 2025, so the track record is short and the risk picture rests on about a year of data.
• A fund of ETFs adds a management layer on top of the funds it owns; cheaper core peers like DFAU (0.12%) and AVLC (0.15%) skip that layer.
• It trades lightly for its category, so spreads can be wider than its asset base suggests.

• 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 BLUX profile⁠

Full DYNF profile⁠