DYNF vs FFF

DYNFAiShares U.S. Equity Factor Rotation Active ETF

FFFDFounders 100 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.

FFF FFF buys one idea: companies still run by the people who built them. It fishes in a pool of the 200 largest US founder-led firms, holds 100 of them, and keeps room to add founder-led IPOs between rebalances.

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.

FFF The Fund is intended for investors with a generally five-year-or-longer horizon seeking capital appreciation.

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.

• FFF A single-idea portfolio with no drift: at least 90% of assets sit in founder-led US common stocks and REITs, and at least 80% in the 100 biggest names from the founder-led 200.sec.gov
• Up to 20% of assets can go to founder-led IPOs and founder-run companies outside the top 100, so a newly public founder story can be added without waiting on an index reshuffle.sec.gov
• The prospectus is upfront about the shape of the bet: a growth style, capital appreciation as the goal, and a stated five-year-or-longer horizon. Mandate and pitch line up.

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.

• FFF 0.75% a year is toward the pricey end for US equity. The broad core funds sitting at the top of this category (DFAU at 0.12%, AVLC at 0.15%) charge a fraction of it.
• Non-diversified by design, and the premise leans on specific people staying in the chair. Founder exits and single-company news land harder here than in a broad index fund.sec.gov
• It launched in December 2025, so the track record is thin, and the fund is small and lightly traded. Spreads at the point of trade can be wider than with category heavyweights.

Full DYNF profile⁠

Full FFF profile⁠