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UFOX vs DDV

Defiance Connective Technologies ETF vs Defined Duration 5 ETF

UFOX

Defiance Connective Technologies ETF

Annual cost

0.30%

Fund size

$1.1B

DDV

Defined Duration 5 ETF

Annual cost

0.25%

Fund size

$15M

Key differences

UFOX is an equity ETF, while DDV is a fixed income ETF. UFOX charges 0.30% a year and DDV 0.25%.

  • UFOX is an equity fund, while DDV is a fixed income fund. They carry different risk/return profiles.
  • UFOX follows a index tracking strategy; DDV uses active selection.
  • UFOX is much larger than DDV. Larger funds are usually more liquid and less likely to close.
  • UFOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

UFOXDDV
Annual cost (TER)0.30%0.25%
Fund size (AUM)$1.1B$15M
Since20192025
Dividend yield0.36%
Asset classequityfixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+96.7%N/A
CAGR 3Y+44.5%N/A
CAGR 5Y+21.8%N/A
Sharpe 3Y1.43N/A
Volatility 1Y27.78%
Max drawdown-33.90%-1.92%

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

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