Skip to content
Beacon
Screener

SPDF vs DUSA

Defender Risk Adaptive 500 ETF vs Davis Select U.S. Equity ETF

SPDF

Defender Risk Adaptive 500 ETF

Tamarisk Capital Management LLC

Annual cost

0.69%

Fund size

$5M

DUSA

Davis Select U.S. Equity ETF

Davis ETFs

Annual cost

0.59%

Fund size

$1.2B

Key differences

  • DUSA costs 0.10% less per year.
  • DUSA is significantly larger than SPDF — larger funds tend to be more liquid and less likely to close.
  • DUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPDFDUSA
Annual cost (TER)0.69%0.59%
Fund size (AUM)$5M$1.2B
Since20262017
Dividend yield0.89%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+30.7%
CAGR 3YN/A+25.9%
CAGR 5YN/A+11.0%
Sharpe 3YN/A1.28
Volatility 1Y13.03%
Max drawdown-1.90%-36.71%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SPDF and DUSA