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DDV vs DUSB

Defined Duration 5 ETF vs Dimensional Ultrashort Fixed Income ETF

DDV

Defined Duration 5 ETF

Annual cost

0.25%

Fund size

$15M

DUSB

Dimensional Ultrashort Fixed Income ETF

Annual cost

0.15%

Fund size

$2.1B

Key differences

Both DDV and DUSB are fixed income ETFs. DDV charges 0.25% a year and DUSB 0.15%. The main difference: DUSB costs 0.10% less per year.

  • DUSB costs 0.10% less per year.
  • DUSB is much larger than DDV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DDVDUSB
Annual cost (TER)0.25%0.15%
Fund size (AUM)$15M$2.1B
Since20252023
Dividend yield4.06%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+4.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y0.43%
Max drawdown-1.92%-0.29%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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