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DYNF vs SURE

iShares U.S. Equity Factor Rotation Active ETF

DYNFANYSE Arca

AdvisorShares Insider Advantage ETF

SURECNYSE Arca

Overlap

Expense ratio

DYNF −0.64pt a year

DYNF0.26%SURE0.90%

Avg volume · 30D

DYNF 3767.1×the volume

DYNF2.28MSURE606

5Y return · a year

DYNF +2.7pt

DYNF+13.2%SURE+10.5%

DYNF vs SURE Performance

Nov 9, 2021 – Nov 9, 2026

+86.1%DYNF+65.0%SURE

Nov 9, 2021 to Nov 9, 2026. DYNF +86.1%. SURE +65.0%. Use the arrow keys to read each point.−25%0%25%50%100%Nov 2021May 2024Nov 2026
Expense ratio
DYNF 0.26%, better
SURE 0.90%
Fund size
DYNF $40.6B
SURE $58M
1Y total return
DYNF +12.4%
SURE +29.2%, better
Yield (12M)
DYNF 0.84%, better
SURE 0.82%
Holdings
DYNF 275
SURE 101
Avg volume (30D)
DYNF 2.28M sh, better
SURE 606 sh
NAV per share
DYNF $64.97
SURE $153.58
52W range

ETF.net Grade

DYNF: Cost 86, Risk 68, Mission not scored, Tradability 98, Holdings 70, Durability 97. SURE: Cost 23, Risk 67, Mission 78, Tradability 36, Holdings 89, Durability 67.
Pillar letters and Scores for DYNF, SURE, with each pillar’s weight
PillarDYNFSURE
Cost30% weightA86HigherF23
Mission25% weightNot scoredA78
Risk15% weightB68HigherB67
Tradability15% weightA98HigherD36
Holdings10% weightA70A89Higher
Durability5% weightA97HigherB67

Rank among US Active Equity funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. DYNF and SURE are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.

US Active Equity⁠

Category · 121 funds
See all 121 ›

DYNF ranks 4th and SURE 70th of 121 funds in the US Active Equity Category.

  1. Rank 1AAVLCAvantis U.S. Large Cap Equity ETFScore 87
  2. Rank 2ADFAUDimensional US Core Equity Market ETFScore 86
  3. Rank 3ADFACDimensional US Core Equity 2 ETFScore 85
  4. Rank 4ADYNFiShares U.S. Equity Factor Rotation Active ETFScore 83
  5. Rank 4ALCTUiShares U.S. Carbon Transition Readiness Aware Active ETFScore 83
  6. Rank 67CHGROHedgeye Quality Growth ETFScore 47
  7. Rank 70CSUREAdvisorShares Insider Advantage ETFScore 46
  8. Rank 71CBEEZHoneytree U.S. Equity ETFScore 45

Our read on each fund

ETF.net Research

DYNFAiShares U.S. Equity Factor Rotation Active ETF

SURECAdvisorShares Insider Advantage 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.

SURE An actively managed, roughly 100-stock US portfolio that weights every holding the same and screens for profitability. A 2011-vintage boutique in a corner of the market now ruled by ultra-cheap quant giants.

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.

SURE 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.
  • SURE Equal weight across about 100 US names, so no single mega-cap dominates the portfolio, with profitability built into the selection screen rather than bolted on afterward.
  • Live since 2011, which means the strategy has run through real market cycles rather than arriving as a fresh backtest.
  • The stock book is the strongest part of the package: a diversified, all-US equity sleeve under a plain 1940 Act fund wrapper with a single mandate, long-term capital appreciation.

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.
  • SURE Cost is the trade-off: 1.00% a year against a 0.65% median for active US equity funds, while systematic rivals like DFAU (0.12%) and AVLC (0.15%) charge a sliver of that.
  • Thinly traded for its category, so limit orders matter and spreads can widen when markets get jumpy.
  • Distributions land once or twice a year, not monthly. The mandate is capital appreciation, not an income stream.

Full DYNF profile⁠

Full SURE profile⁠

DYNF vs SURE Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

DYNF vs SURE Cost

Overpaying SURE vs DYNF

$11,682

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • DYNF 0.26%

    $5,358

  • SURE 0.90%

    $17,040

$10,000
30 years

Cost over time

  • DYNF 0.26%
  • SURE 0.90%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K$20K051015202530SURE $17,040DYNF $5,358

Year by year

YearDYNFSUREOverpaying
10$473$1,593$1,120
20$1,838$6,015$4,177
30$5,358$17,040$11,682

Expense ratio

  • 0.26%DYNF, cheaper
  • 0.90%SURE
  • Middle half of US Active Equity funds
  • Median 0.68%

DYNF 18th cheapest of 121 funds

SURE 94th cheapest of 121 funds

DYNF vs SURE Dividends

Last 12 months to Nov 9, 2026
Yield (12M)
DYNF 0.84%, better
SURE 0.82%
Payout (12M)
DYNF $0.56
SURE $1.29
Last payment
DYNF $0.14
SURE $1.29
Ex-dividend
DYNF Sep 15, 2026
SURE Dec 22, 2025
Paid on
DYNF Sep 18, 2026
SURE Dec 29, 2025
Frequency
DYNF Quarterly
SURE Annual

Distribution history

Per share, 2017 to 2026, same scale for both

DYNFQuarterly · 30 paymentsAll DYNF payments⁠
One bar per payment. 30 payments from 2017 to 2026 YTD. Jun 17, 2019 $0.12; Sep 24, 2019 $0.07; Dec 16, 2019 $0.15; Mar 25, 2020 $0.11; Jun 15, 2020 $0.10; Sep 23, 2020 $0.13; Dec 14, 2020 $0.13; Mar 25, 2021 $0.11; Jun 10, 2021 $0.09; Sep 24, 2021 $0.10; Dec 13, 2021 $1.66; Mar 24, 2022 $0.11; Jun 9, 2022 $0.12; Sep 26, 2022 $0.13; Dec 13, 2022 $0.12; Mar 23, 2023 $0.17; Jun 7, 2023 $0.10; Sep 26, 2023 $0.08; Dec 20, 2023 $0.09; Mar 21, 2024 $0.04; Jun 11, 2024 $0.06; Sep 25, 2024 $0.10; Dec 17, 2024 $0.13; Mar 18, 2025 $0.17; Jun 16, 2025 $0.18; Sep 16, 2025 $0.12; Dec 16, 2025 $0.14; Mar 17, 2026 $0.16; Jun 15, 2026 $0.12; Sep 15, 2026 $0.14. Use the arrow keys to read each point.$0$12017202020232026YTD
SUREAnnual · 9 paymentsAll SURE payments⁠
One bar per payment. 9 payments from 2017 to 2026 YTD. Dec 27, 2017 $0.47; Dec 27, 2018 $0.74; Dec 27, 2019 $0.82; Dec 24, 2020 $1.02; Dec 23, 2021 $1.06; Dec 23, 2022 $1.48; Dec 26, 2023 $1.16; Dec 23, 2024 $0.79; Dec 22, 2025 $1.29. Use the arrow keys to read each point.$0$12017202020232026YTD

DYNF vs SURE Risk

Fall from peak · 5 years

  • DYNF
  • SURE
Nov 9, 2021 to Nov 9, 2026. Worst fall: DYNF −26.9% · Sep 2022. Use the arrow keys to read each point.−25%−20%−15%−10%−5%0%Nov 2021May 2024Nov 2026

Risk facts

VolatilityStd dev, 3 years
DYNF 13.1%, betterSURE 13.9%
Return per unit of riskSharpe ratio, 3 years
DYNF 1.55, betterSURE 1.09
Worst fallMax drawdown, 5 years
DYNF −26.9%SURE −23.7%, better
Market sensitivityBeta, 5 years
DYNF 1.02SURE 0.92

DYNF and SURE in the news

All news⁠

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