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DDXX vs SSPY

Defined Duration 20 ETF vs Stratified LargeCap Index ETF

DDXX

Defined Duration 20 ETF

Annual cost

0.25%

Fund size

$16M

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

Key differences

Both DDXX and SSPY are equity ETFs. DDXX charges 0.25% a year and SSPY 0.45%. The main difference: DDXX follows a active selection strategy; SSPY uses index tracking.

  • DDXX follows a active selection strategy; SSPY uses index tracking.
  • DDXX costs 0.20% less per year.
  • SSPY is much larger than DDXX. Larger funds are usually more liquid and less likely to close.
  • SSPY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DDXXSSPY
Annual cost (TER)0.25%0.45%
Fund size (AUM)$16M$125M
Since20252019
Dividend yield1.26%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+21.3%
CAGR 3YN/A+14.9%
CAGR 5YN/A+9.2%
Sharpe 3YN/A0.84
Volatility 1Y10.78%
Max drawdown-9.30%-36.67%

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

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