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DDXX vs ESN

Defined Duration 20 ETF vs Essential 40 Stock ETF

DDXX

Defined Duration 20 ETF

Annual cost

0.25%

Fund size

$16M

ESN

Essential 40 Stock ETF

Annual cost

0.70%

Fund size

$279M

Key differences

Both DDXX and ESN are equity ETFs. DDXX charges 0.25% a year and ESN 0.70%. The main difference: DDXX costs 0.45% less per year.

  • DDXX costs 0.45% less per year.
  • ESN is much larger than DDXX. Larger funds are usually more liquid and less likely to close.
  • ESN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DDXXESN
Annual cost (TER)0.25%0.70%
Fund size (AUM)$16M$279M
Since20252014
Dividend yield0.78%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+24.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.87%
Max drawdown-9.30%-13.59%

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

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