AVIG vs. DDV
AVIG (Avantis Core Fixed Income ETF) and DDV (Defined Duration 5 ETF) are both Intermediate Core Bond funds. Both are actively managed. A 0.74 correlation means they provide meaningful diversification when combined. AVIG charges 0.15%/yr vs 0.25%/yr for DDV.
Performance
AVIG vs. DDV - Performance Comparison
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Returns By Period
In the year-to-date period, AVIG achieves a 0.08% return, which is significantly lower than DDV's 2.23% return.
AVIG
- 1D
- -0.21%
- 1M
- 0.11%
- YTD
- 0.08%
- 6M
- 0.01%
- 1Y
- 5.39%
- 3Y*
- 4.44%
- 5Y*
- 0.13%
- 10Y*
- —
DDV
- 1D
- -0.02%
- 1M
- 0.73%
- YTD
- 2.23%
- 6M
- 2.65%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
AVIG vs. DDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
AVIG Avantis Core Fixed Income ETF | 0.08% | 0.67% |
DDV Defined Duration 5 ETF | 2.23% | 0.71% |
Correlation
The correlation between AVIG and DDV is 0.74, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 14, 2025 | 0.74 |
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Return for Risk
AVIG vs. DDV — Risk / Return Rank
AVIG
DDV
AVIG vs. DDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Core Fixed Income ETF (AVIG) and Defined Duration 5 ETF (DDV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AVIG | DDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | — | — |
| Martin ratioReturn relative to average drawdown | 5.85 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVIG | DDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.02 | 2.06 | -2.08 |
Drawdowns
AVIG vs. DDV - Drawdown Comparison
The maximum AVIG drawdown since its inception was -19.64%, which is greater than DDV's maximum drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for AVIG and DDV.
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Drawdown Indicators
| AVIG | DDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.64% | -1.92% | -17.72% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -6.03% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -19.47% | — | — |
Current DrawdownCurrent decline from peak | -1.66% | -0.12% | -1.54% |
Average DrawdownAverage peak-to-trough decline | -7.75% | -0.35% | -7.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | — | — |
Volatility
AVIG vs. DDV - Volatility Comparison
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Volatility by Period
| AVIG | DDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.32% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.85% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.85% | 2.68% | +1.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.23% | 2.68% | +3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.01% | 2.68% | +3.33% |
AVIG vs. DDV - Expense Ratio Comparison
AVIG has a 0.15% expense ratio, which is lower than DDV's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AVIG vs. DDV - Dividend Comparison
AVIG's dividend yield for the trailing twelve months is around 4.04%, more than DDV's 1.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
AVIG Avantis Core Fixed Income ETF | 4.04% | 4.36% | 4.66% | 4.06% | 2.53% | 1.12% | 0.22% |
DDV Defined Duration 5 ETF | 1.21% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AVIG and DDV have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVIG is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVIG is cheaper with a 0.15% expense ratio, compared with 0.25% for DDV.
AVIG has the higher dividend yield at 4.04%, compared with 1.21% for DDV.
They also come from different issuers: Avantis and Discipline Funds. Their fees differ too: 0.15% for AVIG and 0.25% for DDV.
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