DYNF vs EAGL

DYNFAiShares U.S. Equity Factor Rotation Active ETF

EAGLCEagle Capital Select Equity ETF

In short

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.

EAGL Eagle Capital has run one strategy since 1988: own 20 to 35 undervalued businesses and hold them. EAGL is that boutique portfolio, opened up in an ETF wrapper in 2024.

Stated mandate

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

EAGL The Fund seeks to generate investment returns superior to U.S. equity markets.

Why people hold it

• 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.

• EAGL One firm, one strategy: Eagle Capital has run the same concentrated, valuation-driven approach since 1988, and in 2024 it put that portfolio into an exchange-traded wrapper.businesswire.com
• Concentration by design: generally 20 to 35 stocks chosen on valuation discount, resilience, growth opportunity and management quality, not on index weight.eaglecap.com
• It has grown into a multi-billion-dollar fund and sits near the top of its active US equity peer group for ease of trading.

Worth knowing

• 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.

• EAGL 0.81% a year runs above the typical active US equity ETF, and the systematic names at the top of this group (DFAU, AVLC, FELC) charge a fraction of that.
• Fewer than three dozen names means every pick carries weight. A single stock can move this fund in ways a broad index would shrug off.eaglecap.com
• The underlying approach is decades old, but the ETF itself launched in 2024, so fund-level history is still short. Income arrives once or twice a year, not monthly.

Full DYNF profile⁠

Full EAGL profile⁠