DDV vs. LVIG

Last updated Jun 4, 2026

DDV (Defined Duration 5 ETF) and LVIG (Longview Advantage Fixed Income ETF) are both Intermediate Core Bond funds. Both are actively managed. Their correlation of 0.87 suggests significant overlap in exposure. DDV charges 0.25%/yr vs 0.34%/yr for LVIG.

Performance

DDV vs. LVIG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Defined Duration 5 ETF (DDV) and Longview Advantage Fixed Income ETF (LVIG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

DDV

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

LVIG

• 1D: -0.12%
• 1M: -0.30%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

DDV vs. LVIG - Yearly Performance Comparison

	2026 (YTD)
DDV Defined Duration 5 ETF	1.13%
LVIG Longview Advantage Fixed Income ETF	-1.22%

Correlation

The correlation between DDV and LVIG is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 11, 2026	0.87

Return for Risk

DDV vs. LVIG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defined Duration 5 ETF (DDV) and Longview Advantage Fixed Income ETF (LVIG). 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	LVIG	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	2.06	-1.03	+3.09

Drawdowns

DDV vs. LVIG - Drawdown Comparison

The maximum DDV drawdown since its inception was -1.92%, smaller than the maximum LVIG drawdown of -2.59%. Use the drawdown chart below to compare losses from any high point for DDV and LVIG.

Drawdown Indicators

	DDV	LVIG	Difference
Max Drawdown Largest peak-to-trough decline	-1.92%	-2.59%	+0.67%
Current Drawdown Current decline from peak	-0.12%	-1.32%	+1.20%
Average Drawdown Average peak-to-trough decline	-0.35%	-1.00%	+0.65%

Volatility

Volatility by Period

	DDV	LVIG	Difference
Volatility (1Y) Calculated over the trailing 1-year period	2.68%	5.01%	-2.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.68%	5.01%	-2.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.68%	5.01%	-2.33%

DDV vs. LVIG - Expense Ratio Comparison

DDV has a 0.25% expense ratio, which is lower than LVIG's 0.34% expense ratio.

Dividends

DDV vs. LVIG - Dividend Comparison

DDV's dividend yield for the trailing twelve months is around 1.21%, while LVIG has not paid dividends to shareholders.

Position	TTM	2025
DDV Defined Duration 5 ETF	1.21%	0.42%
LVIG Longview Advantage Fixed Income ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both DDV and LVIG in my portfolio?

DDV and LVIG have a correlation of 0.87, 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 LVIG?

On fees, DDV is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DDV or LVIG?

DDV is cheaper with a 0.25% expense ratio, compared with 0.34% for LVIG.

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

DDV has the higher dividend yield at 1.21%, compared with 0.00% for LVIG.

What is the main difference between DDV and LVIG?

They also come from different issuers: Discipline Funds and Longview. Their fees differ too: 0.25% for DDV and 0.34% for LVIG.