BDYN - ETF AI Analysis
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iShares Dynamic Equity Active ETF (BDYN)
BDYN’s rating reflects a portfolio led by high-quality tech and AI-focused giants like Alphabet, Microsoft, and Apple, whose strong financial performance and growth in cloud, services, and AI provide a solid foundation for the fund. Some holdings such as Eli Lilly and Amazon introduce risks around leverage, cash flow management, and premium valuations, which can weigh on the overall score. The main risk factor is the fund’s heavy concentration in large technology and semiconductor names, making it more sensitive to shifts in tech sector sentiment and valuation.
BDYN vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.12B
- Region
- Global
- Expense Ratio
- 0.39%
- Beta
- 1.03
- Issuer
- iShares
- Inception Date
- Sep 12, 2025
- Dividend Yield
- 2.03%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
BDYN Summary
BDYN is the iShares Dynamic Equity Active ETF, a fund that invests mainly in U.S. stocks across the whole market, with a strong tilt toward technology and other major sectors. It doesn’t track a fixed index; instead, managers actively pick companies and can also add bonds, real estate, and commodities for extra diversification. Well-known holdings include Apple and Alphabet (Google), along with other large tech and financial names. Someone might invest in BDYN for broad growth potential and built-in diversification in one fund. A key risk is that it can still rise and fall with the stock market, especially tech stocks.
How much will it cost me?
The iShares Dynamic Equity Active ETF (BDYN) has an expense ratio of 0.4%, meaning you’ll pay $4 per year for every $1,000 invested. This is higher than average because it’s actively managed, which involves more research and trading compared to passively managed funds that track an index.
What would affect this ETF?
The iShares Dynamic Equity Active ETF (BDYN) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, as well as global economic expansion that supports its diversified portfolio. However, rising interest rates or regulatory changes affecting major companies like Nvidia, Microsoft, and Apple could negatively impact performance, along with potential slowdowns in key sectors such as financials or healthcare. Its global exposure also means it could be influenced by geopolitical events or currency fluctuations.
BDYN Top 10 Holdings
BDYN is leaning heavily on Big Tech and chipmakers, with Apple and Nvidia doing much of the heavy lifting as their shares keep rising on the back of AI and services growth. Meta has turned into a surprise engine of momentum, adding extra fuel to recent returns. On the flip side, Alphabet and Amazon have been more mixed, occasionally losing steam and tempering the fund’s upside, while Broadcom and Bank of America are lagging. Overall, it’s a globally focused ETF, but the story is dominated by U.S. tech and semiconductor strength.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 6.05% | $185.27M | $5.01T | 38.80% | 79Outperform |
 NVDA | Nvidia | 4.27% | $130.77M | $5.16T | 17.78% | 76Outperform |
 MSFT | Microsoft | 3.84% | $117.62M | $3.93T | 3.41% | 79Outperform |
 GOOG | Alphabet Class C | 3.51% | $107.27M | $4.15T | 33.76% | 82Outperform |
 AMZN | Amazon | 2.80% | $85.62M | $2.70T | 16.57% | 71Outperform |
 LLY | Eli Lilly & Co | 2.17% | $66.28M | $1.18T | 53.41% | 72Outperform |
 META | Meta Platforms | 1.90% | $58.08M | $1.81T | -0.39% | 76Outperform |
 MU | Micron | 1.78% | $54.47M | $994.34B | 333.93% | 79Outperform |
 AVGO | Broadcom | 1.77% | $54.18M | $1.57T | -7.17% | 76Outperform |
 ASML | ASML Holding | 1.29% | $39.51M | $633.67B | 61.00% | 81Outperform |
BDYN Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BDYN, the sentiment is Negative. The current price of 27.46 is below the 20-day moving average (MA) of 27.99, below the 50-day MA of 28.08, and above the 200-day MA of 26.85, indicating a neutral trend. The MACD of -0.07 indicates Positive momentum. The RSI at 39.18 is Neutral, neither overbought nor oversold. The STOCH value of 16.77 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BDYN.
BDYN Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BDYN | $27.46 | $30.00(9.25% Upside) | $3.12B | 0.39% | 66Neutral |
 JGLO | $71.85 | $88.99(23.85% Upside) | $6.35B | 0.47% | 72Outperform |
 CGDG | $37.81 | $44.07(16.55% Upside) | $5.75B | 0.47% | 68Neutral |
 CGGE | $34.33 | $42.48(23.75% Upside) | $3.25B | 0.47% | 68Neutral |
 BFLX | $25.72 | $30.36(18.06% Upside) | $2.19B | 0.40% | 69Neutral |
 BDVL | $26.55 | $31.18(17.42% Upside) | $1.78B | 0.39% | 64Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BDYN | iShares Dynamic Equity Active ETF | 27.46 | 2.33 | 9.28% | |
| JGLO | JPMorgan Global Select Equity ETF | 71.85 | 4.36 | 6.45% | |
| CGDG | Capital Group Dividend Growers ETF | 37.81 | 3.56 | 10.39% | |
| CGGE | Capital Group Global Equity ETF | 34.33 | 3.21 | 10.33% | |
| BFLX | iShares Flexible Equity Active ETF | 25.72 | 0.44 | 1.75% | |
| BDVL | iShares Disciplined Volatility Equity Active ETF Trust Unit | 26.55 | 2.27 | 9.34% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.