DYNF vs GRNY

DYNFAiShares U.S. Equity Factor Rotation Active ETF

GRNYCFundstrat Granny Shots US Large Cap 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.

GRNY Tom Lee's research desk in a ticker. A stock only gets in if it lines up with at least two of Fundstrat's seven long-run themes, then takes an equal slice of a roughly 40-name US large-cap book that is re-checked quarterly.

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.

GRNY The Fund seeks long-term 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.

• GRNY One admission rule does the work: a name must sit inside at least two of Fundstrat's seven themes. Everything else stays out. Equal weights, quarterly rebalance, roughly 40 stocks.prnewswire.com
• Equal weighting kills mega-cap gravity. Every pick pulls the same oar, so the thematic calls actually show up in the portfolio instead of being swamped by the biggest names.prnewswire.com
• Trades like a veteran: a multi-billion-dollar asset base and steady volume put it among the easier active US equity ETFs to get in and out of.

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.

• GRNY 0.75% a year runs above the roughly 0.65% typical for active US equity funds and several times systematic peers like DFAU (0.12%) or AVLC (0.15%).
• Roughly 40 equal-weight names with heavy theme tilts is a concentrated book. It can behave very differently from the broad US large-cap market in either direction.prnewswire.com
• Young strategy, thin sample. Its live record is short next to peers with decades of data, and the mandate targets capital appreciation, with payouts only annual or semiannual.

Full DYNF profile⁠

Full GRNY profile⁠