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Compare Mackenzie Cyclical Tilt ETF (MCYC) vs Desjardins RI USA Multifactor - Net-Zero Emissions Pathway ETF (DRFU) to find the best fit for your portfolio. MCYC provides Information Technology, Industrials, and Financials exposures, while DRFU is primarily weighted in Information Technology, Financials, and Communication Services. When evaluating costs, MCYC features a management fee (MER) of 0.55%, compared to 0.5% for DRFU. Performance-wise, MCYC has returned 13.66% year-to-date with +$1 M in net flows, whereas DRFU is at 12.54% with -$1 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
MCYC
DRFU
| AuM | $3.67 M | $231.27 M |
| Management Fees | 0.55% | 0.50% |
| Exp. ratio | 0.55% | 0.46% |
| Tracking Difference | - | - |
Historical performance and flows
As of June 10, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | MCYC | +2.48% | +16.55% | +13.66% | - | - |
DRFU | +3.80% | +13.11% | +12.54% | +29.96% | +81.78% | |
| Flows | MCYC | +$0 M | +$1 M | +$1 M | - | - |
DRFU | +$0 M | -$2 M | -$1 M | -$2 M | -$10 M |
MCYC vs DRFU exposure
Countries
MCYC
USA
92.06%
Other
7.94%
DRFU
USA
96.04%
Sectors
MCYC
Information Technology
29.52%
Industrials
19.93%
Financials
14.78%
Consumer Discretionary
10.79%
Other
24.98%
DRFU
Information Technology
32.86%
Financials
13.83%
Communication Services
12.83%
Consumer Discretionary
10.26%
Health Care
8.44%
Industrials
7.91%
Other
13.87%
As of June 10, 2026
Top 10 Holdings
MCYC
NVIDIA
4.40%
APPLE
3.30%
MICROSOFT-T
2.44%
BROADCOM LIMITED
2.13%
ALPHABET INC-CL
1.89%
ADVANCED MICRO DEVICES
1.17%
MICRON TECHNOLOGY
0.82%
MORGAN STANLEY
0.79%
JPMORGAN CHASE
0.79%
JOHNSON&JOHNSON
0.76%
DRFU
NVIDIA
6.86%
APPLE
5.52%
MICROSOFT-T
3.71%
ALPHABET INC-CL
3.26%
AMAZON.COM INC
2.88%
ALPHABET INC-CL
2.18%
BROADCOM LIMITED
1.85%
US36828A1016
1.78%
CISCO-T
1.76%
JPMORGAN CHASE
1.69%
Diversification
MCYC
Total weight of top 10 holdings out of 238 total
18.49%
DRFU
Total weight of top 10 holdings out of 101 total
31.48%
Characteristics
Compare
MCYC
DRFU
| Provider | Mackenzie Investments | Desjardins Investments |
| Management | Actively managed | Actively managed |
| Benchmark | - | - |
| Replication Method | ||
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | - | 0.88% |
| Meets ESG criteria | No | Yes |
| Inception Date | September 3, 2025 | September 27, 2018 |
Frequently asked questions about MCYC and DRFU
Which ETF has performed better year to date: MCYC or DRFU?
As of June 10, 2026, MCYC has returned 13.66% year to date, while DRFU has returned 12.54%. MCYC is ahead on YTD performance.
Which ETF is larger by assets under management: MCYC or DRFU?
As of June 10, 2026, MCYC manages $3.67 M in assets, while DRFU manages $231.27 M. DRFU is the larger fund by AUM.
How are MCYC and DRFU managed?
MCYC is actively managed by Mackenzie Investments. It does not track an index. DRFU is actively managed by Desjardins Investments. It does not track an index.
What sectors do MCYC and DRFU emphasize?
MCYC is most exposed to Information Technology, Industrials, and Financials. DRFU is most exposed to Information Technology, Financials, and Communication Services.
Which ETF is attracting more investor flows: MCYC or DRFU?
Year to date, MCYC has seen +$1.09 M in net flows, compared with -$1.07 M for DRFU. MCYC has attracted more net investor money so far.
How do the fees of MCYC and DRFU compare?
MCYC has an expense ratio of 0.55%, while DRFU has an expense ratio of 0.46%.
What are the top holdings of MCYC and DRFU?
MCYC's largest holdings include NVIDIA, APPLE, and MICROSOFT-T. DRFU's top holdings include NVIDIA and APPLE.
Which ETF is more diversified: MCYC or DRFU?
MCYC holds 235 securities, while DRFU holds 94. On holdings count, MCYC is the more diversified portfolio.
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