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DDVDefined Duration 5 ETF

Grow my money#1895 of 2944 for Grow my money

Seeks long-term growth of capital.

Discipline Funds · Since 2025 (6 months)

Annual Cost

0.25%

#1062 out of 5,332 ETFs

Fund Size

$12M

#4439 out of 5,332 ETFs

Dividend Yield

Track Record

6 months

#4949 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
86.5%
Stocks
13.2%
Cash
0.3%

Sector breakdown

Financial Services
21.4%
Industrials
16.9%
Technology
13.9%
Healthcare
10.8%
Consumer Cyclical
7.4%
Consumer Defensive
7.0%
Energy
6.0%
Basic Materials
5.6%
Other
10.9%

Top holdings

Vanguard Short-Term Treasury ETFVGSH27.8%
Vanguard Intmdt-Term Trs ETFVGIT20.8%
State Street® SPDR® Ptf Dev Wld exUS ETFSPDW8.3%
Vanguard Value ETFVTV3.6%
Vanguard Total Stock Market ETFVTI1.4%
First American Government Obligs XFGXXX0.1%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-1.9%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

3.2 years

Avg maturity

9.8 years

Credit ratings

US Government
86.5%
AAA
100.1%

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Data updated on 2026-05-05