WTBN vs. DDV

Last updated Jun 4, 2026

WTBN (WisdomTree Bianco Total Return Fund) and DDV (Defined Duration 5 ETF) are both Intermediate Core Bond funds. WTBN is passively managed, while DDV is actively managed. A 0.69 correlation means they provide meaningful diversification when combined. WTBN charges 0.59%/yr vs 0.25%/yr for DDV.

Performance

WTBN vs. DDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Bianco Total Return Fund (WTBN) and Defined Duration 5 ETF (DDV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, WTBN achieves a -0.10% return, which is significantly lower than DDV's 2.23% return.

WTBN

• 1D: -0.24%
• 1M: 0.26%
• YTD: -0.10%
• 6M: -0.24%
• 1Y: 4.29%
• 3Y*: —
• 5Y*: —
• 10Y*: —

DDV

• 1D: -0.02%
• 1M: 0.73%
• YTD: 2.23%
• 6M: 2.65%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

WTBN vs. DDV - Yearly Performance Comparison

	2026 (YTD)	2025
WTBN WisdomTree Bianco Total Return Fund	-0.10%	0.32%
DDV Defined Duration 5 ETF	2.23%	0.71%

Correlation

The correlation between WTBN and DDV is 0.69, 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	0.69

Return for Risk

WTBN vs. DDV — Risk / Return Rank

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

WTBN

WTBN Risk / Return Rank: 32
WTBN Sharpe Ratio Rank: 33
WTBN Sortino Ratio Rank: 33
WTBN Omega Ratio Rank: 31
WTBN Calmar Ratio Rank: 31
WTBN Martin Ratio Rank: 32

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.

WTBN vs. DDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Bianco Total Return Fund (WTBN) 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.

	WTBN	DDV	Difference
Sharpe ratio: Return per unit of total volatility	1.18	—	—
Sortino ratio: Return per unit of downside risk	1.73	—	—
Omega ratio: Gain probability vs. loss probability	1.20	—	—
Calmar ratio: Return relative to maximum drawdown	1.51	—	—
Martin ratio: Return relative to average drawdown	4.71	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	WTBN	DDV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.18	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.82	2.06	-1.24

Drawdowns

WTBN vs. DDV - Drawdown Comparison

The maximum WTBN drawdown since its inception was -4.08%, which is greater than DDV's maximum drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for WTBN and DDV.

Drawdown Indicators

	WTBN	DDV	Difference
Max Drawdown Largest peak-to-trough decline	-4.08%	-1.92%	-2.16%
Max Drawdown (1Y) Largest decline over 1 year	-2.86%	—	—
Current Drawdown Current decline from peak	-1.59%	-0.12%	-1.47%
Average Drawdown Average peak-to-trough decline	-1.14%	-0.35%	-0.79%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.91%	—	—

Volatility

Volatility by Period

	WTBN	DDV	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.37%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.62%	—	—
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	4.53%	2.68%	+1.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.53%	2.68%	+1.85%

WTBN vs. DDV - Expense Ratio Comparison

WTBN has a 0.59% expense ratio, which is higher than DDV's 0.25% expense ratio.

Dividends

WTBN vs. DDV - Dividend Comparison

WTBN's dividend yield for the trailing twelve months is around 3.98%, more than DDV's 1.21% yield.

Position	TTM	2025	2024	2023
DDV Defined Duration 5 ETF	1.21%	0.42%	0.00%	0.00%
WTBN WisdomTree Bianco Total Return Fund	3.98%	4.13%	3.47%	0.03%

Frequently Asked Questions

Can I hold both WTBN and DDV in my portfolio?

WTBN and DDV have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, WTBN or DDV?

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.

Which ETF is cheaper, WTBN or DDV?

DDV is cheaper with a 0.25% expense ratio, compared with 0.59% for WTBN.

Which ETF pays a higher dividend yield, WTBN or DDV?

WTBN has the higher dividend yield at 3.98%, compared with 1.21% for DDV.

What is the main difference between WTBN and DDV?

They also come from different issuers: WisdomTree and Discipline Funds. Their fees differ too: 0.59% for WTBN and 0.25% for DDV.