UITB vs. DDV
UITB (VictoryShares Core Intermediate Bond ETF) and DDV (Defined Duration 5 ETF) are both Intermediate Core Bond funds. Both are actively managed. A 0.71 correlation means they provide meaningful diversification when combined. UITB charges 0.38%/yr vs 0.25%/yr for DDV.
Performance
UITB vs. DDV - Performance Comparison
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Returns By Period
In the year-to-date period, UITB achieves a 0.17% return, which is significantly lower than DDV's 2.23% return.
UITB
- 1D
- -0.19%
- 1M
- 0.24%
- YTD
- 0.17%
- 6M
- 0.03%
- 1Y
- 5.06%
- 3Y*
- 4.33%
- 5Y*
- 0.56%
- 10Y*
- —
DDV
- 1D
- -0.02%
- 1M
- 0.73%
- YTD
- 2.23%
- 6M
- 2.65%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UITB vs. DDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UITB VictoryShares Core Intermediate Bond ETF | 0.17% | 0.41% |
DDV Defined Duration 5 ETF | 2.23% | 0.71% |
Correlation
The correlation between UITB 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
UITB vs. DDV — Risk / Return Rank
UITB
DDV
UITB vs. DDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares Core Intermediate Bond ETF (UITB) 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.
| UITB | DDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.25 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | — | — |
| Martin ratioReturn relative to average drawdown | 5.57 | — | — |
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
| UITB | DDV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 2.06 | -1.60 |
Drawdowns
UITB vs. DDV - Drawdown Comparison
The maximum UITB drawdown since its inception was -17.02%, which is greater than DDV's maximum drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for UITB and DDV.
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Drawdown Indicators
| UITB | DDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.02% | -1.92% | -15.10% |
Max Drawdown (1Y)Largest decline over 1 year | -2.80% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.44% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.02% | — | — |
Current DrawdownCurrent decline from peak | -1.61% | -0.12% | -1.49% |
Average DrawdownAverage peak-to-trough decline | -4.35% | -0.35% | -4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | — | — |
Volatility
UITB vs. DDV - Volatility Comparison
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Volatility by Period
| UITB | DDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.58% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.66% | 2.68% | +0.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.64% | 2.68% | +2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.98% | 2.68% | +2.30% |
UITB vs. DDV - Expense Ratio Comparison
UITB has a 0.38% expense ratio, which is higher than DDV's 0.25% expense ratio.
Dividends
UITB vs. DDV - Dividend Comparison
UITB's dividend yield for the trailing twelve months is around 4.17%, 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% |
UITB VictoryShares Core Intermediate Bond ETF | 4.17% | 4.04% | 3.89% | 3.14% | 2.32% | 1.95% | 2.79% | 3.01% | 2.99% | 0.50% |
Frequently Asked Questions
UITB 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, DDV is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DDV is cheaper with a 0.25% expense ratio, compared with 0.38% for UITB.
UITB has the higher dividend yield at 4.17%, compared with 1.21% for DDV.
They also come from different issuers: Victory Capital and Discipline Funds. Their fees differ too: 0.38% for UITB and 0.25% for DDV.
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