DDXX vs. VT

Last updated Jun 25, 2026

DDXX (Defined Duration 20 ETF) and VT (Vanguard Total World Stock ETF) are both Global Equities funds. DDXX is actively managed, while VT is passively managed. With a 0.97 correlation, they move nearly in lockstep. DDXX charges 0.25%/yr vs 0.06%/yr for VT.

Performance

DDXX vs. VT - Performance Comparison

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

Returns By Period

The year-to-date returns for both stocks are quite close, with DDXX having a 10.19% return and VT slightly lower at 10.01%.

DDXX

• 1D: -0.07%
• 1M: 0.00%
• YTD: 10.19%
• 6M: 9.52%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VT

• 1D: -0.05%
• 1M: -0.48%
• YTD: 10.01%
• 6M: 9.01%
• 1Y: 24.09%
• 3Y*: 19.90%
• 5Y*: 10.41%
• 10Y*: 12.96%

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

DDXX vs. VT - Yearly Performance Comparison

	2026 (YTD)	2025
DDXX Defined Duration 20 ETF	10.19%	1.35%
VT Vanguard Total World Stock ETF	10.01%	0.49%

Correlation

The correlation between DDXX and VT is 0.97 - 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 13, 2025	0.97

Return for Risk

DDXX vs. VT — Risk / Return Rank

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

DDXX

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

VT

VT Risk / Return Rank: 60
VT Sharpe Ratio Rank: 59
VT Sortino Ratio Rank: 58
VT Omega Ratio Rank: 59
VT Calmar Ratio Rank: 56
VT Martin Ratio Rank: 66

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. VT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Defined Duration 20 ETF (DDXX) and Vanguard Total World Stock ETF (VT). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DDXX	VT	Difference
Sharpe ratio: Return per unit of total volatility	—	1.79	—
Sortino ratio: Return per unit of downside risk	—	2.48	—
Omega ratio: Gain probability vs. loss probability	—	1.33	—
Calmar ratio: Return relative to maximum drawdown	—	2.50	—
Martin ratio: Return relative to average drawdown	—	10.81	—

Drawdowns

DDXX vs. VT - Drawdown Comparison

The maximum DDXX drawdown since its inception was -9.30%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for DDXX and VT.

Drawdown Indicators

	DDXX	VT	Difference
Max Drawdown Largest peak-to-trough decline	-9.30%	-50.27%	+40.97%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.67%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-16.51%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-26.38%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-34.24%	—
Current Drawdown Current decline from peak	-2.02%	-2.84%	+0.82%
Average Drawdown Average peak-to-trough decline	-1.68%	-7.00%	+5.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.23%	—

Volatility

Volatility by Period

	DDXX	VT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.65%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.29%	—
Volatility (1Y) Calculated over the trailing 1-year period	14.52%	13.56%	+0.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.52%	16.19%	-1.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.52%	17.20%	-2.68%

DDXX vs. VT - Expense Ratio Comparison

DDXX has a 0.25% expense ratio, which is higher than VT's 0.06% 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

DDXX vs. VT - Dividend Comparison

DDXX's dividend yield for the trailing twelve months is around 1.15%, less than VT's 1.61% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DDXX Defined Duration 20 ETF	1.15%	1.20%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VT Vanguard Total World Stock ETF	1.61%	1.82%	1.95%	2.08%	2.20%	1.82%	1.66%	2.32%	2.53%	2.11%	2.39%	2.45%

Frequently Asked Questions

Can I hold both DDXX and VT in my portfolio?

With a correlation of 0.97, DDXX and VT 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 VT?

On fees, VT is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DDXX or VT?

VT is cheaper with a 0.06% expense ratio, compared with 0.25% for DDXX.

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

VT has the higher dividend yield at 1.61%, compared with 1.15% for DDXX.

What is the main difference between DDXX and VT?

They also come from different issuers: Discipline Funds and Vanguard. Their fees differ too: 0.25% for DDXX and 0.06% for VT.