CGUS vs DYNF

CGUSACapital Group Core Equity ETF

DYNFAiShares U.S. Equity Factor Rotation Active ETF

In short

CGUS Capital Group's low-key answer to the index fund: an actively managed US core portfolio of roughly 70 stocks chasing both appreciation and dividends, priced at 0.33% while the typical active US equity ETF charges about double.

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

CGUS The fund seeks long-term capital growth and income by investing mainly in common stocks that the adviser believes offer appreciation potential or dividends. It is actively managed and emphasizes companies viewed as attractively valued long-term opportunities.

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

• CGUS Charges 0.33% a year against a roughly 0.65% median for active US equity ETFs. Rare pricing for a stock-picking mandate rather than an index tracker.
• Real active management, not closet indexing: about 70 names selected for appreciation potential or dividends, with a stated tilt toward companies the adviser views as attractively valued.
• A multi-billion-dollar fund that trades actively, so getting in and out is straightforward rather than a limit-order science project.
• Ranks among the strongest implementations in a crowded active US equity field on our review, and pays out quarterly.

• 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

• CGUS Cheap for active, not cheap outright. Systematic peers like DFAU (0.12%) and AVLC (0.15%) undercut it if you want core US equity at the lowest possible fee.
• A roughly 70-stock book means individual picks carry real weight, and the portfolio can look meaningfully different from the broad US market in either direction.
• Launched in 2022, so the ETF's own track record is short even though the manager behind it is not new to US equities.

• 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 CGUS profile⁠

Full DYNF profile⁠