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DDXX vs DFVX

Defined Duration 20 ETF vs Dimensional US Large Cap Vector ETF

DDXX

Defined Duration 20 ETF

Annual cost

0.25%

Fund size

$16M

DFVX

Dimensional US Large Cap Vector ETF

Annual cost

0.19%

Fund size

$517M

Key differences

Both DDXX and DFVX are equity ETFs. DDXX charges 0.25% a year and DFVX 0.19%. The main difference: DFVX costs 0.06% less per year.

  • DFVX costs 0.06% less per year.
  • DFVX is much larger than DDXX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DDXXDFVX
Annual cost (TER)0.25%0.19%
Fund size (AUM)$16M$517M
Since20252023
Dividend yield1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+21.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.02%
Max drawdown-9.30%-16.71%

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

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