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DYNF - ETF AI Analysis

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DYNF

BlackRock U.S. Equity Factor Rotation ETF (DYNF)

Rating:74Outperform
Price Target:
DYNF’s rating reflects a portfolio led by high‑quality tech giants like Alphabet, Microsoft, Apple, and Nvidia, whose strong financial performance, positive earnings outlooks, and leadership in AI and cloud services provide a solid foundation for the fund. However, several of these key holdings trade at premium valuations and show some mixed or bearish technical signals, and the ETF’s heavy tilt toward technology and AI-related names means investors face concentration risk if that sector weakens.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and quarter, indicating positive recent momentum.
Leading Technology and Growth Holdings
Several major positions in well-known technology and growth companies have delivered strong year-to-date results, helping drive returns.
Broad Sector Diversification
Holdings spread across technology, financials, communication services, industrials, and other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
With almost all assets invested in U.S. stocks, the fund offers very limited geographic diversification and is highly tied to the U.S. market.
Tech-Heavy Portfolio
A large tilt toward technology stocks means the ETF can be more sensitive to downturns in the tech sector.
Mixed Performance Among Top Holdings
Some of the largest positions, including major technology and financial names, have shown weak or negative year-to-date performance, which can drag on overall returns.

DYNF vs. SPDR S&P 500 ETF (SPY)

DYNF Summary

The BlackRock U.S. Equity Factor Rotation ETF (DYNF) is a U.S. stock fund that actively shifts its focus among different types of companies to try to take advantage of changing market conditions. It invests across the whole U.S. market, with a big tilt toward technology and other major sectors. Well-known holdings include Nvidia, Apple, Microsoft, and Amazon. Someone might consider this ETF for broad diversification and the potential for growth from leading U.S. companies. A key risk is that it is heavily invested in stocks, especially tech, so its value can rise and fall sharply with the stock market.
How much will it cost me?The BlackRock U.S. Equity Factor Rotation ETF (DYNF) has an expense ratio of 0.27%, which means you’ll pay $2.70 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed, aiming to adapt to changing market conditions by rotating across various equity factors.
What would affect this ETF?The BlackRock U.S. Equity Factor Rotation ETF (DYNF) could benefit from continued growth in the technology sector, as it has significant exposure to companies like Nvidia, Apple, and Microsoft, which are leaders in innovation. However, rising interest rates or economic slowdowns could negatively impact its financial and consumer cyclical holdings, while regulatory changes in the tech industry might pose risks to its top holdings. The ETF's focus on the U.S. market means it is sensitive to domestic economic conditions and policy shifts.

DYNF Top 10 Holdings

DYNF is leaning hard into U.S. mega-cap tech, with Nvidia, Apple, Microsoft, and Amazon steering the ship and giving the fund a clear growth-and-AI flavor. Nvidia and Broadcom are doing the heavy lifting as AI enthusiasm keeps those chip names rising, while Amazon and Alphabet add steady support from e-commerce and digital ads. Apple has perked up recently after a softer stretch, but Microsoft’s more mixed pattern and a sluggish Berkshire Hathaway are tapping the brakes a bit. Overall, this is a U.S.-only fund riding the Big Tech and semiconductor wave.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia8.91%$3.11B$5.23T84.48%
76
Outperform
Apple8.01%$2.79B$4.31T47.74%
79
Outperform
Microsoft5.38%$1.88B$3.08T-5.38%
79
Outperform
Amazon4.42%$1.54B$2.93T41.24%
71
Outperform
JPMorgan Chase3.42%$1.19B$809.48B19.37%
72
Outperform
Broadcom3.14%$1.09B$2.04T106.53%
76
Outperform
Lam Research2.94%$1.02B$367.73B290.19%
77
Outperform
Cisco Systems2.71%$946.25M$381.44B61.57%
77
Outperform
Alphabet Class A2.64%$920.52M$4.84T162.39%
85
Outperform
Meta Platforms2.46%$856.93M$1.55T2.89%
76
Outperform

DYNF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
61.18
Positive
100DMA
61.08
Positive
200DMA
59.72
Positive
Market Momentum
MACD
1.20
Negative
RSI
72.26
Negative
STOCH
91.54
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DYNF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 63.80, equal to the 50-day MA of 61.18, and equal to the 200-day MA of 59.72, indicating a bullish trend. The MACD of 1.20 indicates Negative momentum. The RSI at 72.26 is Negative, neither overbought nor oversold. The STOCH value of 91.54 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DYNF.

DYNF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$34.98B0.26%
74
Outperform
$45.16B0.17%
73
Outperform
$20.04B0.09%
74
Outperform
$12.47B0.15%
74
Outperform
$11.70B0.12%
73
Outperform
$10.42B0.33%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DYNF
BlackRock U.S. Equity Factor Rotation ETF
65.77
15.09
29.78%
DFAC
Dimensional U.S. Core Equity 2 ETF
DFUS
Dimensional U.S. Equity ETF
AVUS
Avantis U.S. Equity ETF
DFAU
Dimensional US Core Equity Market ETF
CGUS
Capital Group 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.
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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