Screener
DDXX vs PY
Defined Duration 20 ETF vs Principal Value ETF
Key differences
Both DDXX and PY are equity ETFs. DDXX charges 0.25% a year and PY 0.15%. The main difference: PY costs 0.10% less per year.
- PY costs 0.10% less per year.
- PY is much larger than DDXX. Larger funds are usually more liquid and less likely to close.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DDXX | PY | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.15% |
| Fund size (AUM) | $16M | $220M |
| Since | 2025 | 2016 |
| Dividend yield | — | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +14.5% |
| CAGR 3Y | N/A | +12.9% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | N/A | 0.69 |
| Volatility 1Y | — | 10.51% |
| Max drawdown | -9.30% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.