DDXX vs. DDX

Last updated Jun 5, 2026

DDXX (Defined Duration 20 ETF) and DDX (Defined Duration 10 ETF) are both exchange-traded funds - DDXX is a Global Equities fund actively managed by Discipline Funds, while DDX is a Diversified Portfolio fund actively managed by Discipline Funds. Both are actively managed. With a 0.96 correlation, they move nearly in lockstep. Both charge a 0.25% expense ratio.

Performance

DDXX vs. DDX - Performance Comparison

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

Returns By Period

In the year-to-date period, DDXX achieves a 11.88% return, which is significantly higher than DDX's 4.93% return.

DDXX

• 1D: 0.42%
• 1M: 3.40%
• YTD: 11.88%
• 6M: 13.38%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DDX

• 1D: 0.07%
• 1M: 1.48%
• YTD: 4.93%
• 6M: 5.53%
• 1Y: 12.38%
• 3Y*: 8.29%
• 5Y*: —
• 10Y*: —

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

DDXX vs. DDX - Yearly Performance Comparison

	2026 (YTD)	2025
DDXX Defined Duration 20 ETF	11.88%	2.51%
DDX Defined Duration 10 ETF	4.93%	1.06%

Correlation

The correlation between DDXX and DDX is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 14, 2025	0.96

Return for Risk

DDXX vs. DDX — Risk / Return Rank

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

DDX

DDX Risk / Return Rank: 69
DDX Sharpe Ratio Rank: 71
DDX Sortino Ratio Rank: 77
DDX Omega Ratio Rank: 74
DDX Calmar Ratio Rank: 57
DDX Martin Ratio Rank: 63

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. DDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defined Duration 20 ETF (DDXX) and Defined Duration 10 ETF (DDX). 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	DDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.28	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.06	0.37	+1.69

Drawdowns

DDXX vs. DDX - Drawdown Comparison

The maximum DDXX drawdown since its inception was -9.30%, smaller than the maximum DDX drawdown of -21.27%. Use the drawdown chart below to compare losses from any high point for DDXX and DDX.

Drawdown Indicators

	DDXX	DDX	Difference
Max Drawdown Largest peak-to-trough decline	-9.30%	-21.27%	+11.97%
Max Drawdown (1Y) Largest decline over 1 year	—	-4.41%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-6.17%	—
Current Drawdown Current decline from peak	-0.37%	-0.17%	-0.20%
Average Drawdown Average peak-to-trough decline	-1.62%	-7.12%	+5.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.09%	—

Volatility

Volatility by Period

	DDXX	DDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.96%	—
Volatility (6M) Calculated over the trailing 6-month period	—	4.46%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.85%	5.47%	+8.38%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.85%	7.48%	+6.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.85%	7.48%	+6.37%

DDXX vs. DDX - Expense Ratio Comparison

Both DDXX and DDX have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

DDXX vs. DDX - Dividend Comparison

DDXX's dividend yield for the trailing twelve months is around 1.13%, less than DDX's 3.39% yield.

Position	TTM	2025	2024	2023	2022	2021
DDX Defined Duration 10 ETF	3.39%	3.17%	3.11%	2.41%	1.38%	1.14%
DDXX Defined Duration 20 ETF	1.13%	1.20%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DDXX and DDX in my portfolio?

With a correlation of 0.96, DDXX and DDX 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 DDX?

Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DDXX or DDX?

DDXX and DDX have the same expense ratio: 0.25% per year.

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

DDX has the higher dividend yield at 3.39%, compared with 1.13% for DDXX.

What is the main difference between DDXX and DDX?

DDXX is categorized as Global Equities, while DDX is Diversified Portfolio.