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BDYN - ETF AI Analysis
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iShares Dynamic Equity Active ETF (BDYN)
Rating:61Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several major positions, like Nvidia and Broadcom, have delivered strong year-to-date performance, boosting the fund’s returns.
Sector Diversification
The ETF invests across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Moderate Expense Ratio
The fund’s expense ratio is reasonable compared to actively managed ETFs, helping investors retain more of their gains.
Negative Factors
High U.S. Concentration
Over 82% of the fund’s assets are invested in U.S. companies, limiting exposure to international markets.
Underperforming Holdings
Some top holdings, like Amazon and Eli Lilly, have shown weak year-to-date performance, dragging on overall returns.
Technology Overweight
With over 26% of the portfolio in Technology, the ETF is heavily exposed to potential volatility in this sector.
BDYN vs. SPDR S&P 500 ETF (SPY)
AUM2.28B
RegionGlobal
Expense Ratio0.40%
Beta1.05
IssueriShares
Inception DateSep 12, 2025
Dividend Yield2.22%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume333,965
30 Day Avg. Volume452,238
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
28.74Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering127
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 invests in a wide range of companies across different industries, primarily in the U.S. It includes well-known names like Nvidia and Microsoft, and focuses on providing broad market exposure while balancing growth and stability. BDYN also diversifies its portfolio with fixed income, real estate, and commodities, making it appealing for investors seeking a mix of growth and risk management. However, since it heavily invests in technology stocks, its performance can be impacted by fluctuations in the tech sector.
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
The iShares Dynamic Equity Active ETF (BDYN) leans heavily into technology, with names like Apple and Nvidia driving much of its performance. Apple has been steady, benefiting from strong revenue growth, while Nvidia’s focus on AI keeps it positioned for long-term gains despite recent mixed momentum. Alphabet is rising fast, fueled by growth in cloud services and AI, while Microsoft has been lagging, facing valuation concerns. The fund’s global exposure adds diversity, but its tech-heavy tilt means performance hinges on the sector’s ups and downs, making it a dynamic yet concentrated play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 5.10% | $113.01M | $4.06T | 9.59% | 79 Outperform | |
| Nvidia | 4.99% | $110.65M | $4.32T | 32.60% | 76 Outperform | |
| Alphabet Class C | 4.59% | $101.64M | $3.71T | 56.75% | 82 Outperform | |
| Microsoft | 4.33% | $95.98M | $3.54T | 8.85% | 79 Outperform | |
| Amazon | 2.94% | $65.04M | $2.38T | 0.34% | 71 Outperform | |
| Meta Platforms | 2.01% | $44.50M | $1.66T | 8.76% | 76 Outperform | |
| Eli Lilly & Co | 1.94% | $43.01M | $996.71B | 36.23% | 72 Outperform | |
| Broadcom | 1.82% | $40.21M | $1.61T | 45.79% | 76 Outperform | |
| Tesla | 1.66% | $36.68M | $1.63T | 6.16% | 73 Outperform | |
| Bank of America | 1.52% | $33.60M | $400.25B | 25.40% | 72 Outperform |
BDYN Technical Analysis
Negative
―
Price Trends
25.10
Negative
Market Momentum
0.10
Positive
45.03
Neutral
-18.15
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BDYN, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 25.19, equal to the 50-day MA of 25.10, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.10 indicates Positive momentum. The RSI at 45.03 is Neutral, neither overbought nor oversold. The STOCH value of -18.15 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BDYN.
BDYN Peer Comparison
Comparison Results
Performance Comparison
BDYN
iShares Dynamic Equity Active ETF
25.06
0.33
1.33%
JGLO
JPMorgan Global Select Equity ETF
―
―
―
CGDG
Capital Group Dividend Growers ETF
―
―
―
CGGE
Capital Group Global Equity ETF
―
―
―
BDVL
iShares Disciplined Volatility Equity Active ETF Trust Unit
―
―
―
EQTY
Kovitz Core Equity ETF
―
―
―
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.
Disclaimer
This 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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