BDYN - ETF AI Analysis
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iShares Dynamic Equity Active ETF (BDYN)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Growth-Oriented Top Holdings
Several of the largest positions, especially in chipmakers and major internet platforms, have shown strong recent performance, helping support the ETF’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, with meaningful exposure to technology, financials, communication services, industrials, consumer, health care, and energy, which helps reduce reliance on any single industry.
Solid Asset Base
The ETF manages a large pool of assets, which can support trading liquidity and signal that many investors are comfortable with the strategy.
Negative Factors
Heavy U.S. Concentration
With the vast majority of its holdings in U.S. companies and very little abroad, the fund is highly tied to the direction of the U.S. market.
Mixed Performance Among Top Holdings
Some major positions, including well-known technology and health care names, have shown weak or negative performance this year, which can drag on overall returns.
Moderate Expense Ratio
The fund’s fee is higher than many low-cost index ETFs, which slightly reduces the net return investors keep over time.
BDYN vs. SPDR S&P 500 ETF (SPY)
AUM3.01B
RegionGlobal
Expense Ratio0.40%
Beta1.03
IssueriShares
Inception DateSep 12, 2025
Dividend Yield2%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume288,295
30 Day Avg. Volume358,178
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
32.39Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering192
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BDYN Summary
The iShares Dynamic Equity Active ETF (BDYN) is an actively managed fund that aims to give you broad stock market exposure with a flexible, “go-anywhere” approach instead of tracking a fixed index. It mainly holds U.S. stocks across many sectors, with a big tilt toward technology and communication services. Well-known holdings include Nvidia, Apple, Microsoft, and Alphabet (Google). Investors might consider BDYN for long-term growth and built-in diversification, since it also mixes in bonds, real estate, and commodities. A key risk is that it’s heavily influenced by large U.S. tech-related stocks, so its price can rise and fall sharply with that part of the market.
How much will it cost me?The iShares Dynamic Equity Active ETF (BDYN) has an expense ratio of 0.4%, meaning you’ll pay $4 per year for every $1,000 invested. This is higher than average because it’s actively managed, which involves more research and trading compared to passively managed funds that track an index.
What would affect this ETF?The iShares Dynamic Equity Active ETF (BDYN) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, as well as global economic expansion that supports its diversified portfolio. However, rising interest rates or regulatory changes affecting major companies like Nvidia, Microsoft, and Apple could negatively impact performance, along with potential slowdowns in key sectors such as financials or healthcare. Its global exposure also means it could be influenced by geopolitical events or currency fluctuations.
BDYN Top 10 Holdings
BDYN is leaning hard into global Big Tech and AI, with Nvidia, Apple, Alphabet, and Broadcom steering the ship. Micron and ASML are the real engines right now, rising on the back of AI and chip demand, while Microsoft and Meta feel more like dead weight in the short term, with performance stuck in reverse. Amazon has been choppy, adding some drama rather than clear upside. Overall, the fund’s story is a tech-heavy, semiconductor-flavored global bet, where a few high-octane winners are pulling along some tired mega-cap giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 5.45% | $159.46M | $4.53T | 47.93% | 79 Outperform | |
| Alphabet Class C | 4.86% | $142.12M | $4.34T | 105.51% | 82 Outperform | |
| Nvidia | 4.75% | $138.99M | $4.71T | 22.22% | 76 Outperform | |
| Amazon | 2.67% | $78.20M | $2.61T | 12.14% | 71 Outperform | |
| Micron | 2.43% | $71.06M | $1.10T | 654.20% | 79 Outperform | |
| Eli Lilly & Co | 2.28% | $66.74M | $1.14T | 58.88% | 72 Outperform | |
| Microsoft | 2.18% | $63.87M | $2.90T | -22.12% | 79 Outperform | |
| Broadcom | 1.94% | $56.71M | $1.71T | 36.42% | 76 Outperform | |
| Boeing | 1.59% | $46.40M | $178.54B | 6.02% | 54 Neutral | |
| Meta Platforms | 1.45% | $42.43M | $1.48T | -14.58% | 76 Outperform |
BDYN Technical Analysis
Positive
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Price Trends
27.33
Positive
26.33
Positive
25.87
Positive
Market Momentum
0.15
Negative
57.25
Neutral
82.01
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BDYN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.55, equal to the 50-day MA of 27.33, and equal to the 200-day MA of 25.87, indicating a bullish trend. The MACD of 0.15 indicates Negative momentum. The RSI at 57.25 is Neutral, neither overbought nor oversold. The STOCH value of 82.01 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BDYN.
BDYN Peer Comparison
Comparison Results
Performance Comparison
BDYN
iShares Dynamic Equity Active ETF
27.87
3.14
12.70%
JGLO
JPMorgan Global Select Equity ETF
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CGDG
Capital Group Dividend Growers ETF
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CGGE
Capital Group Global Equity ETF
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BDVL
iShares Disciplined Volatility Equity Active ETF Trust Unit
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INFL
Horizon Kinetics Inflation Beneficiaries ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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