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DDXX vs IYC

Defined Duration 20 ETF vs iShares US Consumer Discretionary ETF

DDXX

Defined Duration 20 ETF

Annual cost

0.25%

Fund size

$16M

IYC

iShares US Consumer Discretionary ETF

Annual cost

0.38%

Fund size

$1.2B

Key differences

Both DDXX and IYC are equity ETFs. DDXX charges 0.25% a year and IYC 0.38%. The main difference: DDXX follows a active selection strategy; IYC uses index tracking.

  • DDXX follows a active selection strategy; IYC uses index tracking.
  • DDXX costs 0.13% less per year.
  • IYC is much larger than DDXX. Larger funds are usually more liquid and less likely to close.
  • IYC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DDXXIYC
Annual cost (TER)0.25%0.38%
Fund size (AUM)$16M$1.2B
Since20252000
Dividend yield0.50%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.7%
CAGR 3YN/A+15.7%
CAGR 5YN/A+6.6%
Sharpe 3YN/A0.72
Volatility 1Y14.44%
Max drawdown-9.30%-35.90%

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

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