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

DYNF and RDVY share 22.3% of their weight across 28 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 RDVY

22.3%

28 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

RDVY

First Trust Rising Dividend Achievers ETF

Reported positions cover 100% of the fund, 71 positions · Jun 30, 2026

Top 10: 28.6%·Holdings of RDVY

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

RDVY vs DYNF side by side

DYNFiShares U.S. Equity Factor Rotation Active ETF

164

stock positions reported to the SEC

55.6% of its weight is in 136 names RDVY does not hold

RDVYFirst Trust Rising Dividend Achievers ETF

71

stock positions reported to the SEC

56.8% of its weight is in 43 names DYNF does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
49.8%
39.3%
Financial Services
11.1%
33.9%
Consumer Cyclical
7.7%
7.3%
Healthcare
6.8%
6.2%
Industrials
0.0%
5.2%
Communication Services
3.4%
0.0%

The widest gap is Financial Services: RDVY has 22.7 points more of it.

The figures side by side

DYNFRDVY
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported16471
Weight of the ten largest45.7%28.6%
Largest positionNVDA 8.6%AMAT 4.7%
Held alone136 positions, 55.6%43 positions, 56.8%
Covered by stock positions99%100%

Holdings they share

StockIn DYNFIn RDVYCounted
LRCXLam Research Corp2.69%4.42%2.69%
GOOGLAlphabet Inc4.93%2.12%2.12%
NVDANVIDIA Corp8.57%1.91%1.91%
BACBank of America Corp1.58%1.96%1.58%
METAMeta Platforms Inc2.48%1.50%1.50%
HIGHartford Insurance Group Inc/The1.47%1.75%1.47%
MSFTMicrosoft Corp5.32%1.45%1.45%
AAPLApple Inc7.71%1.44%1.44%
AMATApplied Materials Inc1.40%4.68%1.40%
MUMicron Technology Inc1.35%1.83%1.35%

What each holds alone

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

Only in DYNF

AMZNAmazon.com Inc4.40%
JPMORGAN CHASE & CO3.57%
AVGOBroadcom Inc3.24%
CSCOCisco Systems Inc2.75%
BRK.ABerkshire Hathaway Inc2.37%
EXXON MOBIL CORP1.92%
JNJJohnson & Johnson1.91%
TSLATesla Inc1.72%
DUKDuke Energy Corp1.62%
PHParker-Hannifin Corp1.50%

Only in RDVY

KLACKLA CORP4.14%
BNYBANK OF NEW YORK MELLON CORP (THE)2.15%
GEGE AEROSPACE2.13%
WSMWILLIAMS SONOMA INC2.12%
ROSTROSS STORES INC2.01%
SNASNAP-ON INC2.00%
TRVTRAVELERS COMPANIES INC (THE)2.00%
CBCHUBB LTD (SWITZERLAND)1.97%
MLIMUELLER INDUSTRIES INC1.93%
JPMJP MORGAN CHASE & COMPANY1.90%

Questions people ask

Is DYNF the same as RDVY?

22.3% of their weight sits in the same 28 holdings. DYNF also reports AMZN, JPMORGAN CHASE & CO, AVGO, which the other does not. RDVY also reports KLAC, BNY, GE, which the other does not.

How is the overlap between DYNF and RDVY 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 RDVY, so the number cannot exceed the smaller coverage.

Which holds more, RDVY or DYNF?

DYNF reports 164 stock positions and RDVY reports 71. 55.6% of DYNF's weight sits in names RDVY does not hold, and 56.8% of RDVY's weight in names DYNF does not hold. The ten largest positions are 45.7% of DYNF and 28.6% of RDVY.

How do DYNF and RDVY differ by sector?

The widest gap is Financial Services: RDVY has 22.7 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.

Add a third fund in the tool·All fund pairs

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.