DYNF vs OEF overlap - what they share and where they differ

DYNF and OEF share 62.5% of their weight across 60 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

DYNF and OEF

62.5%

60 shared positions

DYNF

iShares U.S. Equity Factor Rotation Active ETF

Reported positions cover 99% of the fund, 164 positions · Apr 30, 2026

Top 10: 45.7%·Holdings of DYNF

OEF

iShares S&P 100 ETF

Reported positions cover 100% of the fund, 100 positions · Jun 30, 2026

Top 10: 52.8%·Holdings of OEF

Reported positions cover DYNF 99%, OEF 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

OEF vs DYNF side by side

DYNFiShares U.S. Equity Factor Rotation Active ETF

164

stock positions reported to the SEC

23.8% of its weight is in 104 names OEF does not hold

OEFiShares S&P 100 ETF

100

stock positions reported to the SEC

15.4% of its weight is in 40 names DYNF does not hold

Where each fund's weight sits

DYNF
OEF
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
49.8%
57.1%
Financial Services
11.1%
10.6%
Consumer Cyclical
7.7%
10.4%
Healthcare
6.8%
8.9%
Consumer Defensive
0.0%
4.4%
Communication Services
3.4%
0.0%

The widest gap is Technology: OEF has 7.4 points more of it.

The figures side by side

DYNFOEF
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported164100
Weight of the ten largest45.7%52.8%
Largest positionNVDA 8.6%NVDA 10.5%
Held alone104 positions, 23.8%40 positions, 15.4%
Covered by stock positions99%100%

Holdings they share

StockIn DYNFIn OEFCounted
NVDANVIDIA Corp8.57%10.47%8.57%
AAPLApple Inc7.71%9.18%7.71%
MSFTMicrosoft Corp5.32%5.99%5.32%
GOOGLAlphabet Inc4.93%8.14%4.93%
AMZNAmazon.com Inc4.40%5.04%4.40%
AVGOBroadcom Inc3.24%3.86%3.24%
METAMeta Platforms Inc2.48%2.67%2.48%
BRK.ABerkshire Hathaway Inc2.37%1.98%1.98%
TSLATesla Inc1.72%2.56%1.72%
MUMicron Technology Inc1.35%2.81%1.35%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in DYNF

JPMORGAN CHASE & CO3.57%
EXXON MOBIL CORP1.92%
PHParker-Hannifin Corp1.50%
HIGHartford Insurance Group Inc/The1.47%
TRAVELERS COS INC/THE1.35%
ORealty Income Corp0.93%
CMECME Group Inc0.81%
APHAmphenol Corp0.76%
EATON CORP PLC0.75%
TTTrane Technologies PLC0.71%

Only in OEF

JPMJP MORGAN CHASE & COMPANY1.89%
XOMEXXONMOBIL HOLDINGS CORP1.22%
MAMASTERCARD INC0.90%
GEGE AEROSPACE0.84%
PGPROCTER & GAMBLE COMPANY (THE)0.74%
MRKMERCK & COMPANY INC0.69%
KOCOCA-COLA COMPANY (THE)0.68%
CVXCHEVRON CORP0.67%
LINLINDE PLC0.52%
AMGNAMGEN INC0.42%

Questions people ask

Is DYNF the same as OEF?

62.5% of their weight sits in the same 60 holdings. DYNF also reports JPMORGAN CHASE & CO, EXXON MOBIL CORP, PH, which the other does not. OEF also reports JPM, XOM, MA, which the other does not.

How is the overlap between DYNF and OEF measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 99% of DYNF and 100% of OEF, so the number cannot exceed the smaller coverage.

Which holds more, OEF or DYNF?

DYNF reports 164 stock positions and OEF reports 100. 23.8% of DYNF's weight sits in names OEF does not hold, and 15.4% of OEF's weight in names DYNF does not hold. The ten largest positions are 45.7% of DYNF and 52.8% of OEF.

How do DYNF and OEF differ by sector?

The widest gap is Technology: OEF has 7.4 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

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Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.