DDXX vs. AVGV

Last updated Jun 4, 2026

DDXX (Defined Duration 20 ETF) and AVGV (Avantis ALL Equity Markets Value ETF) are both Global Equities funds. Both are actively managed. Their correlation of 0.93 suggests significant overlap in exposure. DDXX charges 0.25%/yr vs 0.26%/yr for AVGV.

Performance

DDXX vs. AVGV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Defined Duration 20 ETF (DDXX) and Avantis ALL Equity Markets Value ETF (AVGV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DDXX achieves a 11.41% return, which is significantly lower than AVGV's 16.99% return.

DDXX

• 1D: -0.78%
• 1M: 4.11%
• YTD: 11.41%
• 6M: 13.05%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVGV

• 1D: -0.48%
• 1M: 4.06%
• YTD: 16.99%
• 6M: 18.62%
• 1Y: 36.52%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

DDXX vs. AVGV - Yearly Performance Comparison

	2026 (YTD)	2025
DDXX Defined Duration 20 ETF	11.41%	2.51%
AVGV Avantis ALL Equity Markets Value ETF	16.99%	4.38%

Correlation

The correlation between DDXX and AVGV is 0.93, 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 Nov 14, 2025	0.93

Return for Risk

DDXX vs. AVGV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVGV

AVGV Risk / Return Rank: 84
AVGV Sharpe Ratio Rank: 85
AVGV Sortino Ratio Rank: 86
AVGV Omega Ratio Rank: 82
AVGV Calmar Ratio Rank: 83
AVGV Martin Ratio Rank: 84

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DDXX vs. AVGV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defined Duration 20 ETF (DDXX) and Avantis ALL Equity Markets Value ETF (AVGV). 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

	DDXX	AVGV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.84	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.00	1.46	+0.54

Drawdowns

DDXX vs. AVGV - Drawdown Comparison

The maximum DDXX drawdown since its inception was -9.30%, smaller than the maximum AVGV drawdown of -17.03%. Use the drawdown chart below to compare losses from any high point for DDXX and AVGV.

Drawdown Indicators

	DDXX	AVGV	Difference
Max Drawdown Largest peak-to-trough decline	-9.30%	-17.03%	+7.73%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.12%	—
Current Drawdown Current decline from peak	-0.78%	-0.48%	-0.30%
Average Drawdown Average peak-to-trough decline	-1.63%	-2.30%	+0.67%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.07%	—

Volatility

Volatility by Period

	DDXX	AVGV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.66%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.86%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.89%	12.94%	+0.95%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.89%	14.97%	-1.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.89%	14.97%	-1.08%

DDXX vs. AVGV - Expense Ratio Comparison

DDXX has a 0.25% expense ratio, which is lower than AVGV's 0.26% 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

DDXX vs. AVGV - Dividend Comparison

DDXX's dividend yield for the trailing twelve months is around 1.14%, less than AVGV's 1.89% yield.

Position	TTM	2025	2024	2023
AVGV Avantis ALL Equity Markets Value ETF	1.89%	1.98%	2.32%	1.14%
DDXX Defined Duration 20 ETF	1.14%	1.20%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DDXX and AVGV in my portfolio?

With a correlation of 0.93, DDXX and AVGV move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, DDXX or AVGV?

On fees, DDXX 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, DDXX or AVGV?

DDXX is cheaper with a 0.25% expense ratio, compared with 0.26% for AVGV.

Which ETF pays a higher dividend yield, DDXX or AVGV?

AVGV has the higher dividend yield at 1.89%, compared with 1.14% for DDXX.

What is the main difference between DDXX and AVGV?

They also come from different issuers: Discipline Funds and Avantis. Their fees differ too: 0.25% for DDXX and 0.26% for AVGV.