DUSA vs XTEN

Comparison between DAVIS SELECT U.S. EQUITY ETF (DUSA, ETF) and BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF (XTEN, ETF).

DUSA vs XTEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DUSA(ETF)	XTEN(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.59%	0.08%
Max Drawdown	36.71%	15.44%
Sharpe Ratio	1.91	0.06
5Y Beta	0.89	0.02
P/E Ratio	30.55	N/A
Forward P/E	14.06	N/A
PEG Ratio	0.36	N/A
5Y Dividends CAGR	26.88%	N/A
5Y EPS CAGR	9.62%	N/A
Debt to Equity	54.79%	N/A
P/S Ratio	1.08	N/A
P/B Ratio	1.93	N/A

Net Assets

DUSA

$1B

XTEN

$1B

Expense Ratio

DUSA

0.59%

Winner

XTEN

0.08%

Max Drawdown

DUSA

36.71%

Winner

XTEN

15.44%

Sharpe Ratio

Winner

DUSA

1.91

XTEN

0.06

5Y Beta

DUSA

0.89

Winner

XTEN

0.02

P/E Ratio

DUSA

30.55

XTEN

N/A

Forward P/E

DUSA

14.06

XTEN

N/A

PEG Ratio

DUSA

0.36

XTEN

N/A

5Y Dividends CAGR

DUSA

26.88%

XTEN

N/A

5Y EPS CAGR

DUSA

9.62%

XTEN

N/A

Debt to Equity

DUSA

54.79%

XTEN

N/A

P/S Ratio

DUSA

1.08

XTEN

N/A

P/B Ratio

DUSA

1.93

XTEN

N/A

DUSA vs XTEN - Historical Returns

Returns include dividend reinvestment.

Period	DUSA	XTEN
1 month	+6.84%	-0.23%
3 months	+4.24%	-0.33%
6 months	+17.52%	-0.24%
1 year	+32.12%	+4.78%
5 years(CAGR)	+10.77%	N/A
10 years(CAGR)	+13.12%	N/A
Max(CAGR)	+13.12%	+1.66%

Winner

DUSA

+6.84%

XTEN

-0.23%

Winner

DUSA

+4.24%

XTEN

-0.33%

Winner

DUSA

+17.52%

XTEN

-0.24%

Winner

DUSA

+32.12%

XTEN

+4.78%

5Y(CAGR)

DUSA

+10.77%

XTEN

N/A

10Y(CAGR)

DUSA

+13.12%

XTEN

N/A

Max(CAGR)

Winner

DUSA

+13.12%

XTEN

+1.66%

DUSA vs XTEN - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	DUSA	XTEN
2026	+9.35%	+0.24%
2025	+22.66%	+7.25%
2024	+20.23%	-1.73%
2023	+32.93%	+2.87%
2022	-20.61%	-2.94%
2021	+19.30%	N/A
2020	+12.51%	N/A
2019	+28.87%	N/A
2018	-12.36%	N/A
2017	+16.91%	N/A

DUSA vs XTEN Drawdown Comparison

The maximum drawdown for DUSA was -36.71%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The maximum drawdown for XTEN was -13.85%, occurring on Oct 19, 2023. Recovery took 332 trading sessions.

The current XTEN drawdown is -2.84%.

Rank	DUSA	XTEN
#1	-36.71% Feb 19, 2020 - Nov 9, 2020	-13.85% Apr 6, 2023 - Aug 2, 2024
#2	-30.48% Jan 12, 2022 - Dec 18, 2023	-9.30% Sep 16, 2024 - Oct 14, 2025
#3	-24.72% Aug 29, 2018 - Nov 4, 2019	-7.65% Sep 15, 2022 - Dec 1, 2022
#4	-16.82% Feb 13, 2025 - Jun 27, 2025	-6.20% Jan 18, 2023 - Apr 4, 2023
#5	-11.18% Jan 26, 2018 - Jul 24, 2018	-4.39% Dec 15, 2022 - Jan 12, 2023
#6	-10.08% Jul 16, 2024 - Oct 14, 2024	-4.08% Feb 27, 2026 - Mar 27, 2026
#7	-8.14% Jun 1, 2021 - Jan 11, 2022	-2.31% Aug 5, 2024 - Sep 4, 2024
#8	-7.59% Feb 9, 2026 - Apr 17, 2026	-2.22% Oct 22, 2025 - Feb 12, 2026
#9	-6.97% Dec 2, 2024 - Jan 23, 2025	-1.63% Dec 7, 2022 - Dec 15, 2022
#10	-5.09% Jan 20, 2021 - Feb 4, 2021	-0.93% Dec 2, 2022 - Dec 7, 2022
#11	-5.04% Apr 1, 2024 - May 15, 2024	-0.88% Jan 12, 2023 - Jan 18, 2023
#12	-4.73% Sep 18, 2025 - Oct 27, 2025	-0.35% Sep 10, 2024 - Sep 16, 2024
#13	-4.49% Oct 27, 2025 - Nov 25, 2025	-0.31% Feb 17, 2026 - Feb 23, 2026
#14	-4.18% Jul 3, 2025 - Aug 13, 2025	-0.17% Oct 16, 2025 - Oct 20, 2025
#15	-4.05% May 7, 2021 - Jun 1, 2021	-0.16% Oct 14, 2025 - Oct 16, 2025