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 27.42% vs -39.82% for IBIT. At a 0.39 correlation, their price movements are largely independent. DYNF charges 0.26%/yr vs 0.25%/yr for IBIT.
Performance
DYNF vs. IBIT - Performance Comparison
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Returns By Period
In the year-to-date period, DYNF achieves a 10.04% return, which is significantly higher than IBIT's -28.88% return.
DYNF
- 1D
- -1.62%
- 1M
- 0.13%
- YTD
- 10.04%
- 6M
- 8.91%
- 1Y
- 27.42%
- 3Y*
- 25.19%
- 5Y*
- 14.71%
- 10Y*
- —
IBIT
- 1D
- -3.26%
- 1M
- -17.81%
- YTD
- -28.88%
- 6M
- -28.88%
- 1Y
- -39.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DYNF vs. IBIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
DYNF iShares U.S. Equity Factor Rotation Active ETF | 10.04% | 20.00% | 30.18% |
IBIT iShares Bitcoin Trust ETF | -28.88% | -6.41% | 89.87% |
Correlation
The correlation between DYNF and IBIT is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.39 |
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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 | +2.99 | ||
| Sortino ratioReturn per unit of downside risk | +4.07 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 0.86 | +0.51 |
| Calmar ratioReturn relative to maximum drawdown | 3.18 | -0.77 | +3.94 |
| Martin ratioReturn relative to average drawdown | 14.86 | -1.30 | +16.17 |
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Drawdowns
DYNF vs. IBIT - Drawdown Comparison
The maximum DYNF drawdown since its inception was -34.72%, smaller than the maximum IBIT drawdown of -52.11%. Use the drawdown chart below to compare losses from any high point for DYNF and IBIT.
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Drawdown Indicators
| DYNF | IBIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.72% | -52.11% | +17.39% |
Max Drawdown (1Y)Largest decline over 1 year | -8.67% | -52.11% | +43.44% |
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 | -1.97% | -50.47% | +48.50% |
Average DrawdownAverage peak-to-trough decline | -5.94% | -16.85% | +10.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 30.58% | -28.73% |
Volatility
DYNF vs. IBIT - Volatility Comparison
The current volatility for iShares U.S. Equity Factor Rotation Active ETF (DYNF) is 5.38%, while iShares Bitcoin Trust ETF (IBIT) has a volatility of 13.18%. 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.
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Volatility by Period
| DYNF | IBIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 13.18% | -7.80% |
Volatility (6M)Calculated over the trailing 6-month period | 10.64% | 34.64% | -24.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.24% | 44.31% | -31.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.62% | 50.22% | -32.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.91% | 50.22% | -30.31% |
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 0.81%, 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 | 0.81% | 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 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBIT has higher volatility (13.18%) compared to DYNF (5.38%). In terms of maximum drawdown, DYNF dropped -34.72% vs IBIT's -52.11%.
On 1-year performance, DYNF leads with 27.42% vs -39.82% for IBIT. On fees, IBIT is cheaper at 0.25% per year. On volatility, DYNF has been the lower-risk option at 5.38%. 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 27.42% return vs -39.82%. 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 0.81%, 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 (2.09 vs -0.90), 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.
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