CGGR vs DYNF

CGGRBCapital Group Growth ETF

DYNFAiShares U.S. Equity Factor Rotation Active ETF

In short

CGGR Old-line active stock picking, delivered in an ETF shell. It hunts capital appreciation across roughly a hundred companies and charges 0.39% a year, undercutting most active US equity ETFs. Live since 2022 and already a multi-billion-dollar fund.

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

CGGR The fund seeks growth of capital by investing in a broad group of companies that appear to offer opportunities for capital appreciation.

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

• CGGR 0.39% a year for active management, well under the typical active US equity ETF fee.
• Roughly a hundred holdings: real stock picking, not an index in disguise, without betting the farm on a handful of names.
• The portfolio matches its stated growth-of-capital mandate closely, and it stands in the upper tier of a crowded active US equity field.
• Multi-billion-dollar asset base and steady trading volume, so spreads tend to stay manageable for everyday orders.

• 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

• CGGR Growth mandates swing harder than the broad market. Drawdowns here have historically run deeper than a plain total-market fund.
• Cheap for active, not cheap outright: systematic peers like DFAU (0.12%) and AVLC (0.15%) cost a fraction of it.
• Distributions come annually or semiannually, and the mandate allows international names alongside US stocks.

• 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 CGGR profile⁠

Full DYNF profile⁠