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WMSB vs DDXX

Comparison between Weitz Multisector Bond ETF (WMSB, ETF) and DEFINED DURATION 20 ETF (DDXX, ETF).

WMSB vs DDXX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WMSB
$14M
DDXX
$14M
Expense Ratio
WMSB
0.65%
Winner
DDXX
0.25%
Max Drawdown
Winner
WMSB
2.64%
DDXX
9.36%
Sharpe Ratio
WMSB
0.39
Winner
DDXX
1.22
5Y Beta
Winner
WMSB
0.14
DDXX
0.97

WMSB vs DDXX - Holdings Comparison

WMSB and DDXX have 0 common holdings. Overlap is 0.00%

WMSB's top 25 holdings weight is 98.77%. DDXX's top 25 holdings weight is 100.01%.

RankWMSBDDXX
#1
US DOLLARS (n/a) - 43.65%
STATE STREET® SPDR® PTF DEV WLD EXUS ETF (SPDW) - 31.01%
#2
FEDERAL NATIONAL MORTGAGE ASSOCIATION 5.5% (n/a) - 9.66%
VANGUARD TOTAL STOCK MARKET ETF (VTI) - 13.71%
#3
FEDERAL NATIONAL MORTGAGE ASSOCIATION 5% (n/a) - 9.30%
ISHARES MSCI USA MIN VOL FACTOR ETF (USMV) - 13.67%
#4
FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 4.86%
VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 8.73%
#5
FEDERAL NATIONAL MORTGAGE ASSOCIATION 4.5% (n/a) - 4.12%
ISHARES EDGE MSCI INTL VALUE FACTOR ETF (IVLU) - 8.33%
#6
FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 2.91%
VANGUARD SMALL-CAP ETF (VB) - 8.15%
#7
LFS TOPCO LLC 8.75% (n/a) - 2.73%
VANGUARD FTSE ALL-WLD EX-US SMCP ETF (VSS) - 8.11%
#8
FEDERAL HOME LOAN MORTGAGE CORP. 4% (n/a) - 2.21%
VANGUARD VALUE ETF (VTV) - 8.02%
#9
FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.87%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.28%
#10
A10 2025-FL6 B (n/a) - 1.85%
N/A
#11
A10 2025-FL6 C (n/a) - 1.85%
N/A
#12
A10 2025-FL6 D (n/a) - 1.85%
N/A
#13
MIDAS OPCO HOLDINGS LLC 5.625% (n/a) - 1.77%
N/A
#14
BURFORD CAPITAL GLOBAL FINANCE LLC 6.25% (n/a) - 1.37%
N/A
#15
NEWELL BRANDS INC. 6.625% (n/a) - 1.35%
N/A
#16
CLEVELAND-CLIFFS INC NEW 144A 7.625% (n/a) - 0.95%
N/A
#17
RITHM CAPITAL CORP. 8% (n/a) - 0.94%
N/A
#18
PII 5.6 03/01/31 (n/a) - 0.93%
N/A
#19
HIW 5.35 01/15/33 (n/a) - 0.93%
N/A
#20
WBI 6 1/4 10/15/30 (n/a) - 0.93%
N/A
#21
W 6 3/4 11/15/32 (n/a) - 0.93%
N/A
#22
COGENT COMMUNICATIONS GROUP LLC 7% (n/a) - 0.92%
N/A
#23
WHIRLPOOL CORP. 6.5% (n/a) - 0.89%
N/A
#24N/AN/A
#25N/AN/A
Total Holdings239

WMSB vs DDXX - Historical Returns

Returns include dividend reinvestment.

1M
WMSB
+0.03%
Winner
DDXX
+0.64%
3M
WMSB
+0.09%
Winner
DDXX
+4.87%
6M
WMSB
+1.64%
Winner
DDXX
+10.24%
Max(CAGR)
WMSB
+4.77%
Winner
DDXX
+21.76%

WMSB vs DDXX - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearWMSBDDXX
2026+1.09%+8.12%
2025+1.66%+2.51%

WMSB vs DDXX Drawdown Comparison

The maximum drawdown for WMSB was -1.89%, occurring on Mar 27, 2026. Recovery took 46 trading sessions.

The maximum drawdown for DDXX was -9.30%, occurring on Mar 30, 2026. Recovery took 49 trading sessions.

The current WMSB drawdown is -0.56%. The current DDXX drawdown is -3.03%.

RankWMSBDDXX
#1-1.89%
Feb 10, 2026 - Apr 17, 2026
-9.30%
Feb 25, 2026 - May 6, 2026
#2-1.12%
Apr 20, 2026 - May 29, 2026
-3.20%
Nov 13, 2025 - Nov 26, 2025
#3-0.56%
May 29, 2026 - Jun 5, 2026
-3.03%
Jun 2, 2026 - Jun 5, 2026
#4-0.28%
Dec 3, 2025 - Dec 15, 2025
-1.98%
May 6, 2026 - May 22, 2026
#5-0.28%
Jan 14, 2026 - Jan 26, 2026
-1.48%
Dec 11, 2025 - Dec 22, 2025
#6-0.26%
Nov 24, 2025 - Dec 2, 2025
-1.48%
Jan 27, 2026 - Feb 6, 2026
#7-0.22%
Nov 11, 2025 - Nov 21, 2025
-1.34%
Jan 15, 2026 - Jan 22, 2026
#8-0.11%
Nov 7, 2025 - Nov 11, 2025
-1.16%
Feb 11, 2026 - Feb 20, 2026
#9-0.11%
Jan 28, 2026 - Feb 2, 2026
-0.71%
Dec 26, 2025 - Jan 2, 2026
#10-0.10%
Dec 29, 2025 - Jan 5, 2026
-0.55%
Nov 28, 2025 - Dec 3, 2025
#11-0.08%
Feb 3, 2026 - Feb 6, 2026
-0.51%
Feb 20, 2026 - Feb 25, 2026
#12-0.02%
Feb 6, 2026 - Feb 10, 2026
-0.48%
Jan 6, 2026 - Jan 9, 2026
#13N/A-0.44%
Jan 12, 2026 - Jan 15, 2026
#14N/A-0.44%
Dec 5, 2025 - Dec 10, 2025
#15N/A-0.38%
May 26, 2026 - Jun 1, 2026

Correlation

Correlation between WMSB and DDXX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2025 - 2026)

WMSB vs DDXX dividend yield comparison.

YearWMSBDDXX
20262.20%0.06%
20250.64%1.20%

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