DDV vs. BDBT

Last updated Jun 4, 2026

DDV (Defined Duration 5 ETF) and BDBT (Bluemonte Core Bond ETF) are both Intermediate Core Bond funds. A 0.71 correlation means they provide meaningful diversification when combined. DDV charges 0.25%/yr vs 0.23%/yr for BDBT.

Performance

DDV vs. BDBT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Defined Duration 5 ETF (DDV) and Bluemonte Core Bond ETF (BDBT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DDV achieves a 2.23% return, which is significantly higher than BDBT's 0.09% return.

DDV

• 1D: -0.02%
• 1M: 0.73%
• YTD: 2.23%
• 6M: 2.65%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BDBT

• 1D: -0.20%
• 1M: 0.20%
• YTD: 0.09%
• 6M: -0.04%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

DDV vs. BDBT - Yearly Performance Comparison

	2026 (YTD)	2025
DDV Defined Duration 5 ETF	2.23%	0.71%
BDBT Bluemonte Core Bond ETF	0.09%	0.45%

Correlation

The correlation between DDV and BDBT is 0.71, 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	0.71

Return for Risk

DDV vs. BDBT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defined Duration 5 ETF (DDV) and Bluemonte Core Bond ETF (BDBT). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	DDV	BDBT	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.06	1.05	+1.02

Drawdowns

DDV vs. BDBT - Drawdown Comparison

The maximum DDV drawdown since its inception was -1.92%, smaller than the maximum BDBT drawdown of -2.88%. Use the drawdown chart below to compare losses from any high point for DDV and BDBT.

Drawdown Indicators

	DDV	BDBT	Difference
Max Drawdown Largest peak-to-trough decline	-1.92%	-2.88%	+0.96%
Current Drawdown Current decline from peak	-0.12%	-1.71%	+1.59%
Average Drawdown Average peak-to-trough decline	-0.35%	-0.70%	+0.35%

Volatility

Volatility by Period

	DDV	BDBT	Difference
Volatility (1Y) Calculated over the trailing 1-year period	2.68%	3.83%	-1.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.68%	3.83%	-1.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.68%	3.83%	-1.15%

DDV vs. BDBT - Expense Ratio Comparison

DDV has a 0.25% expense ratio, which is higher than BDBT's 0.23% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

DDV vs. BDBT - Dividend Comparison

DDV's dividend yield for the trailing twelve months is around 1.21%, less than BDBT's 3.53% yield.

Position	TTM	2025
BDBT Bluemonte Core Bond ETF	3.53%	2.21%
DDV Defined Duration 5 ETF	1.21%	0.42%

Frequently Asked Questions

Can I hold both DDV and BDBT in my portfolio?

DDV and BDBT have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, DDV or BDBT?

On fees, BDBT is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DDV or BDBT?

BDBT is cheaper with a 0.23% expense ratio, compared with 0.25% for DDV.

Which ETF pays a higher dividend yield, DDV or BDBT?

BDBT has the higher dividend yield at 3.53%, compared with 1.21% for DDV.

What is the main difference between DDV and BDBT?

They also come from different issuers: Discipline Funds and Bluemonte. Their fees differ too: 0.25% for DDV and 0.23% for BDBT.