DYNF vs. IBIT
DYNF (iShares U.S. Equity Factor Rotation Active ETF) and IBIT (iShares Bitcoin Trust ETF) are both exchange-traded funds - DYNF is a Large Cap Blend Equities fund actively managed by iShares, while IBIT is a Cryptocurrency fund tracking the CME CF Bitcoin Reference Rate - New York Variant. DYNF is actively managed, while IBIT is passively managed. Over the past year, DYNF returned 23.65% vs -44.50% for IBIT. Their 0.38 correlation means their historical movements had little consistent relationship. DYNF charges 0.26%/yr vs 0.25%/yr for IBIT.
Performance
DYNF vs. IBIT - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DYNF achieves a 11.42% return, which is significantly higher than IBIT's -28.22% return.
DYNF
- 1D
- 0.79%
- 1M
- 0.48%
- 6M
- 10.16%
- YTD
- 11.42%
- 1Y
- 23.65%
- 3Y*
- 22.89%
- 5Y*
- 14.43%
- 10Y*
- —
- ALL TIME*
- 16.14%
IBIT
- 1D
- -2.89%
- 1M
- 2.21%
- 6M
- -24.95%
- YTD
- -28.22%
- 1Y
- -44.50%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $128.49M | $134.27M | $165.92M | |
| $1.30B | $1.34B | $1.68B |
DYNF vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DYNF iShares U.S. Equity Factor Rotation Active ETF | 11.42% | 20.00% | 30.18% |
IBIT iShares Bitcoin Trust ETF | -28.22% | -6.41% | 89.87% |
Correlation
The correlation between DYNF and IBIT is 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.38 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DYNF vs. IBIT — Risk / Return Rank
DYNF
IBIT
DYNF vs. IBIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Equity Factor Rotation Active ETF (DYNF) and iShares Bitcoin Trust ETF (IBIT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DYNF | IBIT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.61 | ||
| Sortino ratioReturn per unit of downside risk | +3.77 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 0.83 | +0.45 |
| Calmar ratioReturn relative to maximum drawdown | 2.50 | -0.87 | +3.37 |
| Martin ratioReturn relative to average drawdown | 11.36 | -1.34 | +12.69 |
Loading charts...
Drawdowns
DYNF vs. IBIT - Drawdown Comparison
The maximum DYNF drawdown since its inception was -34.72%, smaller than the maximum IBIT drawdown of -53.30%. Use the drawdown chart below to compare losses from any high point for DYNF and IBIT.
Loading charts...
Drawdown Indicators
| DYNF | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.72% | -53.30% | +18.58% |
Max Drawdown (1Y)Largest decline over 1 year | -8.67% | -53.30% | +44.63% |
Max Drawdown (3Y)Largest decline over 3 years | -18.70% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -28.65% | — | — |
Current DrawdownCurrent decline from peak | -1.01% | -50.01% | +49.00% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -18.24% | +12.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 34.66% | -32.76% |
Volatility
DYNF vs. IBIT - Volatility Comparison
The current volatility for iShares U.S. Equity Factor Rotation Active ETF (DYNF) is 4.03%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 9.21%. This indicates that DYNF experiences smaller price fluctuations and is considered to be less risky than IBIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| DYNF | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.03% | 9.21% | -5.18% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 33.74% | -22.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 44.46% | -30.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.64% | 49.60% | -31.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.84% | 49.60% | -29.76% |
DYNF vs. IBIT - Expense Ratio Comparison
DYNF has a 0.26% expense ratio, which is higher than IBIT's 0.25% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
DYNF vs. IBIT - Dividend Comparison
DYNF's dividend yield for the trailing twelve months is around 0.80%, while IBIT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
DYNF iShares U.S. Equity Factor Rotation Active ETF | 0.80% | 1.01% | 0.65% | 1.11% | 1.66% | 2.89% | 1.52% | 1.22% |
IBIT iShares Bitcoin Trust ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DYNF and IBIT have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (9.21%) compared to DYNF (4.03%). In terms of maximum drawdown, DYNF dropped -34.72% vs IBIT's -53.30%.
On 1-year performance, DYNF leads with 23.65% vs -44.50% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, DYNF has been the lower-risk option at 4.03%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, DYNF has performed better with a 23.65% return vs -44.50%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIT is cheaper with a 0.25% expense ratio, compared with 0.26% for DYNF.
DYNF has the higher dividend yield at 0.80%, compared with 0.00% for IBIT.
DYNF is categorized as Large Cap Blend Equities, while IBIT is Cryptocurrency. Their fees differ too: 0.26% for DYNF and 0.25% for IBIT.
DYNF currently has the higher Sharpe Ratio (1.57 vs -1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for DYNF and IBIT
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer