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

DYNF and VV share 61.7% of their weight across 132 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 VV

61.7%

132 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

VV

VANGUARD LARGE-CAP INDEX FUND

Reported positions cover 100% of the fund, 426 positions · Jun 30, 2026

Top 10: 38.3%·Holdings of VV

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

VV vs DYNF side by side

DYNFiShares U.S. Equity Factor Rotation Active ETF

164

stock positions reported to the SEC

2.6% of its weight is in 32 names VV does not hold

VVVANGUARD LARGE-CAP INDEX FUND

426

stock positions reported to the SEC

27.6% of its weight is in 294 names DYNF does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
49.8%
49.3%
Financial Services
11.1%
9.7%
Consumer Cyclical
7.7%
9.7%
Healthcare
6.8%
9.2%
Industrials
0.0%
4.0%
Communication Services
3.4%
0.0%

The widest gap is Industrials: VV has 4.0 points more of it.

The figures side by side

DYNFVV
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported164426
Weight of the ten largest45.7%38.3%
Largest positionNVDA 8.6%NVDA 7.3%
Held alone32 positions, 2.6%294 positions, 27.6%
Covered by stock positions99%100%

Holdings they share

StockIn DYNFIn VVCounted
NVDANVIDIA Corp8.57%7.28%7.28%
AAPLApple Inc7.71%6.72%6.72%
GOOGLAlphabet Inc4.93%5.92%4.93%
MSFTMicrosoft Corp5.32%4.38%4.38%
AMZNAmazon.com Inc4.40%3.65%3.65%
AVGOBroadcom Inc3.24%2.83%2.83%
METAMeta Platforms Inc2.48%1.96%1.96%
TSLATesla Inc1.72%1.87%1.72%
BRK.ABerkshire Hathaway Inc2.37%1.47%1.47%
MUMicron Technology Inc1.35%2.06%1.35%

What each holds alone

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

Only in DYNF

HIGHartford Insurance Group Inc/The1.47%
PENPenumbra Inc0.14%
SANDISK CORP/DE0.12%
CASEY'S GENERAL STORES INC0.08%
ATIATI Inc0.06%
WWDWoodward Inc0.06%
AUAnglogold Ashanti Plc0.05%
SOFISoFi Technologies Inc0.05%
CRSCarpenter Technology Corp0.04%
FTAIFTAI Aviation Ltd0.04%

Only in VV

MAMastercard Inc0.64%
KLACKLA Corp0.62%
PGProcter & Gamble Co/The0.54%
SNDKSandisk Corp0.53%
CVXChevron Corp0.50%
MRKMerck & Co Inc0.50%
KOCoca-Cola Co/The0.44%
PANWPalo Alto Networks Inc0.44%
MRVLMarvell Technology Inc0.42%
LINLinde PLC0.38%

Questions people ask

Is DYNF the same as VV?

61.7% of their weight sits in the same 132 holdings. DYNF also reports HIG, PEN, SANDISK CORP/DE, which the other does not. VV also reports MA, KLAC, PG, which the other does not.

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

Which holds more, VV or DYNF?

DYNF reports 164 stock positions and VV reports 426. 2.6% of DYNF's weight sits in names VV does not hold, and 27.6% of VV's weight in names DYNF does not hold. The ten largest positions are 45.7% of DYNF and 38.3% of VV.

How do DYNF and VV differ by sector?

The widest gap is Industrials: VV has 4.0 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.

Other pairs with these funds

VV against other funds in the table

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.