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BlackRock US Equity Factor Rotation (DYNF)
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Upturn Advisory Summary
08/29/2025: DYNF (4-star) is a STRONG-BUY. BUY since 77 days. Profits (12.19%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 50.15% | Avg. Invested days 66 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 41.95 - 54.28 | Updated Date 06/30/2025 |
52 Weeks Range 41.95 - 54.28 | Updated Date 06/30/2025 |
Upturn AI SWOT
BlackRock US Equity Factor Rotation
ETF Overview
Overview
The BlackRock US Equity Factor Rotation ETF (DYNF) seeks to provide exposure to US equities while dynamically rotating across different investment factors based on macroeconomic conditions. It aims to outperform a broad market capitalization-weighted benchmark by strategically allocating to factors like value, momentum, quality, and size.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation and a long track record of providing reliable ETF products.
Management Expertise
BlackRock has a dedicated team of investment professionals with extensive experience in quantitative investing and factor-based strategies.
Investment Objective
Goal
To seek long-term capital appreciation by dynamically allocating across US equity factors.
Investment Approach and Strategy
Strategy: The ETF employs a quantitative, rules-based approach to rotate investments among factors based on macroeconomic indicators and market signals.
Composition The ETF primarily holds US equity securities, with allocations dynamically shifting between value, momentum, quality, and size factors.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 112713944
Competitors
Key Competitors
- IVV
- SPY
- MTUM
- QUAL
- SIZE
Competitive Landscape
The ETF industry is very competitive, with many broad market ETFs such as IVV and SPY having a significant amount of market share. DYNF's advantage comes from its factor rotation strategy, potentially outperforming the market in certain environments. A disadvantage is the active management expense that IVV and SPY do not have.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.30
Liquidity
Average Trading Volume
The average trading volume of DYNF indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread of DYNF can vary, reflecting market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment influence the relative performance of different factors and therefore impact DYNF.
Growth Trajectory
DYNF's growth depends on its ability to effectively rotate among factors and deliver risk-adjusted returns that beat its benchmark. Changes to strategy and holdings will be based on market conditions.
Moat and Competitive Advantages
Competitive Edge
DYNFu2019s factor rotation strategy is its key advantage, allowing it to adapt to changing market conditions. BlackRock's expertise and resources contribute to the ETF's credibility and potentially better management. However, the fund's performance depends on the efficacy of the factor rotation model. If the model fails to capture changing market dynamics effectively, the ETF may underperform.
Risk Analysis
Volatility
DYNF's volatility is driven by the inherent volatility of the underlying equities and the factor exposures it takes.
Market Risk
DYNF is exposed to market risk, meaning that the value of the ETF can decline due to overall market downturns, sector-specific issues, or macroeconomic events.
Investor Profile
Ideal Investor Profile
DYNF is suitable for investors seeking long-term capital appreciation with a willingness to accept moderate risk, and who believe that factor rotation can enhance returns.
Market Risk
DYNF may be suitable for long-term investors who want to actively manage risk by dynamically shifting exposure to factors.
Summary
The BlackRock US Equity Factor Rotation ETF (DYNF) provides access to US equities with dynamic factor rotation. The ETF aims to deliver long-term capital appreciation and is managed by BlackRock's skilled investment professionals. It is suitable for investors who believe in factor-based investing and can tolerate moderate risk. Its performance depends on the efficacy of the underlying factor rotation strategy, and can adapt to changing market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Official Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BlackRock US Equity Factor Rotation
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets plus the amount of any borrowings for investment purposes in U.S. listed common stock of large- and mid-capitalization companies selected based on a proprietary Factor Rotation model developed by BFA and its affiliates.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.