NUBD vs. DDV
NUBD (Nuveen ESG U.S. Aggregate Bond ETF) and DDV (Defined Duration 5 ETF) are both Intermediate Core Bond funds. NUBD is passively managed, while DDV is actively managed. A 0.71 correlation means they provide meaningful diversification when combined. NUBD charges 0.15%/yr vs 0.25%/yr for DDV.
Performance
NUBD vs. DDV - Performance Comparison
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Returns By Period
In the year-to-date period, NUBD achieves a 0.20% return, which is significantly lower than DDV's 2.23% return.
NUBD
- 1D
- -0.18%
- 1M
- 0.31%
- YTD
- 0.20%
- 6M
- 0.09%
- 1Y
- 4.97%
- 3Y*
- 3.77%
- 5Y*
- -0.06%
- 10Y*
- —
DDV
- 1D
- -0.02%
- 1M
- 0.73%
- YTD
- 2.23%
- 6M
- 2.65%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NUBD vs. DDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NUBD Nuveen ESG U.S. Aggregate Bond ETF | 0.20% | 0.44% |
DDV Defined Duration 5 ETF | 2.23% | 0.71% |
Correlation
The correlation between NUBD and DDV is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 14, 2025 | 0.71 |
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Return for Risk
NUBD vs. DDV — Risk / Return Rank
NUBD
DDV
NUBD vs. DDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG U.S. Aggregate Bond ETF (NUBD) and Defined Duration 5 ETF (DDV). 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.
| NUBD | DDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | — | — |
| Martin ratioReturn relative to average drawdown | 5.38 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NUBD | DDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 2.06 | -1.77 |
Drawdowns
NUBD vs. DDV - Drawdown Comparison
The maximum NUBD drawdown since its inception was -19.45%, which is greater than DDV's maximum drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for NUBD and DDV.
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Drawdown Indicators
| NUBD | DDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.45% | -1.92% | -17.53% |
Max Drawdown (1Y)Largest decline over 1 year | -2.76% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.94% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.90% | — | — |
Current DrawdownCurrent decline from peak | -3.93% | -0.12% | -3.81% |
Average DrawdownAverage peak-to-trough decline | -6.05% | -0.35% | -5.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | — | — |
Volatility
NUBD vs. DDV - Volatility Comparison
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Volatility by Period
| NUBD | DDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.23% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.61% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.79% | 2.68% | +1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 2.68% | +3.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.12% | 2.68% | +2.44% |
NUBD vs. DDV - Expense Ratio Comparison
NUBD has a 0.15% expense ratio, which is lower than DDV's 0.25% 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
NUBD vs. DDV - Dividend Comparison
NUBD's dividend yield for the trailing twelve months is around 3.99%, more than DDV's 1.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
DDV Defined Duration 5 ETF | 1.21% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NUBD Nuveen ESG U.S. Aggregate Bond ETF | 3.99% | 3.90% | 3.51% | 2.99% | 2.83% | 2.05% | 2.21% | 2.66% | 3.08% | 0.58% |
Frequently Asked Questions
NUBD and DDV have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, NUBD is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
NUBD is cheaper with a 0.15% expense ratio, compared with 0.25% for DDV.
NUBD has the higher dividend yield at 3.99%, compared with 1.21% for DDV.
They also come from different issuers: Nuveen and Discipline Funds. Their fees differ too: 0.15% for NUBD and 0.25% for DDV.
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