Compare ETFs
Side by side
| BDYN | SPY | |
|---|---|---|
| Name | iShares Dynamic Equity Active ETF | State Street® SPDR® S&P 500® ETF Trust |
| Assets | $3.09B | $809.77B |
| Fee | 0.41% | 0.09% |
| Yield | 0.3% | 1.0% |
| Components | 131 | 502 |
| Top 10 weight | 29% | 39% |
| This year | +7.4% | +12.5% |
| 1 year | +11.0% | +17.4% |
| 3 years, yearly | +18.3% | +21.8% |
| 5 years, yearly | +9.1% | +12.4% |
| 10 years, yearly | – | +15.2% |
| Volatility, 3 years | 12.2% | 12.7% |
| Sharpe ratio, 3 years | 1.13 | 1.38 |
Green: the lowest fee and the best return in each row.
Returns
Total return; over three years and longer, a year on average.
This year
1 year
3 years
5 years
10 years
How much they overlap
For every company two funds both hold, the smaller of its two weights, added up: 100% would be the same portfolio.
50% BDYN and SPY
95 companies in both: 73% of BDYN's holdings, 19% of SPY's.
AAPL 6.2%NVDA 4.1%MSFT 3.7%AMZN 2.7%GOOG 2.5%META 1.9%AVGO 1.7%MU 1.6%LLY 1.5%XOM 1.2%
Sectors
| BDYN | SPY | |
|---|---|---|
| Technology | 33.5% | 41.1% |
| Financial Services | 14.6% | 11.4% |
| Industrials | 13.4% | 7.7% |
| Healthcare | 10.7% | 9.7% |
| Communication Services | 9.2% | 10.3% |
| Consumer Cyclicals | 7.7% | 8.6% |
| Energy | 5.6% | 3.8% |
| Consumer Defensive | 3.1% | 4.7% |
| Utilities | 1.7% | 2.0% |
| Real Estate | 0.1% | 1.8% |
| Basic Materials | 0.9% | 1.5% |
From the market data provider's fund data. Returns are the funds' own and say nothing certain about future ones. None of this is advice.