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DDXX vs DFUV

Defined Duration 20 ETF vs Dimensional US Marketwide Value ETF

DDXX

Defined Duration 20 ETF

Annual cost

0.25%

Fund size

$16M

DFUV

Dimensional US Marketwide Value ETF

Annual cost

0.21%

Fund size

$14.9B

Key differences

Both DDXX and DFUV are equity ETFs. DDXX charges 0.25% a year and DFUV 0.21%. The main difference: DFUV is much larger than DDXX. Larger funds are usually more liquid and less likely to close.

  • DFUV is much larger than DDXX. Larger funds are usually more liquid and less likely to close.
  • DFUV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DDXXDFUV
Annual cost (TER)0.25%0.21%
Fund size (AUM)$16M$14.9B
Since20251998
Dividend yield1.36%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+31.3%
CAGR 3YN/A+19.2%
CAGR 5YN/AN/A
Sharpe 3YN/A1.04
Volatility 1Y11.99%
Max drawdown-9.30%-17.60%

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

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