DUSA vs. EBI

Last updated Jun 6, 2026

DUSA (Davis Select U.S. Equity ETF) and EBI (Longview Advantage ETF) are both Large Cap Blend Equities funds. Both are actively managed. Over the past year, DUSA returned 27.31% vs 34.11% for EBI. Their correlation of 0.83 suggests significant overlap in exposure. DUSA charges 0.62%/yr vs 0.24%/yr for EBI.

Performance

DUSA vs. EBI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Davis Select U.S. Equity ETF (DUSA) and Longview Advantage ETF (EBI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DUSA achieves a 7.98% return, which is significantly lower than EBI's 14.86% return.

DUSA

• 1D: -1.15%
• 1M: -1.02%
• YTD: 7.98%
• 6M: 9.26%
• 1Y: 27.31%
• 3Y*: 23.11%
• 5Y*: 10.73%
• 10Y*: —

EBI

• 1D: 0.21%
• 1M: 3.43%
• YTD: 14.86%
• 6M: 15.24%
• 1Y: 34.11%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

DUSA vs. EBI - Yearly Performance Comparison

	2026 (YTD)	2025
DUSA Davis Select U.S. Equity ETF	7.98%	16.51%
EBI Longview Advantage ETF	14.86%	15.82%

Correlation

The correlation between DUSA and EBI is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.79
Correlation (All Time) Calculated using the full available price history since Feb 28, 2025	0.83

The correlation between DUSA and EBI has been stable across timeframes, ranging from 0.79 to 0.83 - a consistent structural relationship.

Return for Risk

DUSA vs. EBI — Risk / Return Rank

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

DUSA

DUSA Risk / Return Rank: 69
DUSA Sharpe Ratio Rank: 69
DUSA Sortino Ratio Rank: 67
DUSA Omega Ratio Rank: 65
DUSA Calmar Ratio Rank: 75
DUSA Martin Ratio Rank: 70

EBI

EBI Risk / Return Rank: 87
EBI Sharpe Ratio Rank: 87
EBI Sortino Ratio Rank: 87
EBI Omega Ratio Rank: 85
EBI Calmar Ratio Rank: 87
EBI Martin Ratio Rank: 89

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.

DUSA vs. EBI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Davis Select U.S. Equity ETF (DUSA) and Longview Advantage ETF (EBI). 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.

	DUSA	EBI	Difference
Sharpe ratio: Return per unit of total volatility	2.12	2.83	-0.70
Sortino ratio: Return per unit of downside risk	2.93	3.87	-0.94
Omega ratio: Gain probability vs. loss probability	1.37	1.50	-0.13
Calmar ratio: Return relative to maximum drawdown	3.61	4.83	-1.22
Martin ratio: Return relative to average drawdown	12.33	19.92	-7.59
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DUSA vs. EBI - Sharpe Ratio Comparison

The current DUSA Sharpe Ratio is 2.12, which is comparable to the EBI Sharpe Ratio of 2.83. The chart below compares the historical Sharpe Ratios of DUSA and EBI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	DUSA	EBI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.12	2.83	-0.70
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.58	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.65	1.42	-0.77

Drawdowns

DUSA vs. EBI - Drawdown Comparison

The maximum DUSA drawdown since its inception was -36.71%, which is greater than EBI's maximum drawdown of -17.05%. Use the drawdown chart below to compare losses from any high point for DUSA and EBI.

Drawdown Indicators

	DUSA	EBI	Difference
Max Drawdown Largest peak-to-trough decline	-36.71%	-17.05%	-19.66%
Max Drawdown (1Y) Largest decline over 1 year	-7.59%	-7.09%	-0.50%
Max Drawdown (3Y) Largest decline over 3 years	-16.82%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-30.48%	—	—
Current Drawdown Current decline from peak	-1.92%	-0.24%	-1.68%
Average Drawdown Average peak-to-trough decline	-6.72%	-2.06%	-4.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.22%	1.72%	+0.50%

Volatility

DUSA vs. EBI - Volatility Comparison

Davis Select U.S. Equity ETF (DUSA) and Longview Advantage ETF (EBI) have volatilities of 2.79% and 2.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DUSA	EBI	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.79%	2.85%	-0.06%
Volatility (6M) Calculated over the trailing 6-month period	8.50%	8.80%	-0.30%
Volatility (1Y) Calculated over the trailing 1-year period	12.93%	12.13%	+0.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.63%	17.93%	+0.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.85%	17.93%	+1.92%

DUSA vs. EBI - Expense Ratio Comparison

DUSA has a 0.62% expense ratio, which is higher than EBI's 0.24% expense ratio.

Dividends

DUSA vs. EBI - Dividend Comparison

DUSA's dividend yield for the trailing twelve months is around 0.89%, less than EBI's 0.92% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
DUSA Davis Select U.S. Equity ETF	0.89%	0.96%	0.85%	3.38%	1.21%	1.12%	0.51%	1.12%	2.77%	0.68%
EBI Longview Advantage ETF	0.92%	1.05%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DUSA and EBI in my portfolio?

DUSA and EBI have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DUSA or EBI?

EBI has higher volatility (2.85%) compared to DUSA (2.79%). In terms of maximum drawdown, DUSA dropped -36.71% vs EBI's -17.05%.

Which ETF is better, DUSA or EBI?

On 1-year performance, EBI leads with 34.11% vs 27.31% for DUSA. On fees, EBI is cheaper at 0.24% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, DUSA or EBI?

Over the 1-year period, EBI has performed better with a 34.11% return vs 27.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, DUSA or EBI?

EBI is cheaper with a 0.24% expense ratio, compared with 0.62% for DUSA.

Which ETF pays a higher dividend yield, DUSA or EBI?

EBI has the higher dividend yield at 0.92%, compared with 0.89% for DUSA.

What is the main difference between DUSA and EBI?

They also come from different issuers: Davis Advisers and Longview. Their fees differ too: 0.62% for DUSA and 0.24% for EBI.

Which has better risk-adjusted returns?

EBI currently has the higher Sharpe Ratio (2.83 vs 2.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.