Compare · 2 funds side by side · dividends reinvested

DDX and RSBY

DDXDiscipline Funds×RSBYReturn Stacked×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,340DDX · best of the two

02 / 04

DDX and RSBY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Defined Duration 10 ETFBonds & Cash · Other bonds0.29%3.15%+5.2%+6.5%+10.1%+2.5%−4.4%5.8%$77M1.3

Return Stacked Bonds & Futures Yield ETFBonds & Cash · Other bonds1.01%1.75%+18.5%+14.0%[…][…]−6.5%11.4%$47M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: DDX 2021 · RSBY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Defined Duration 10 ETF · $77M$11,340

DDX

RSBY

Return Stacked Bonds & Futures Yield ETF · $47M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DDXMeasureRSBY

+5.2%Year to dateJan 1 → Nov 3+18.5%

+6.5%1 yearTotal return+14.0%

+10.1%3 years · per year$10,000 became $13,333 · […][…]

+2.5%5 years · per year$10,000 became $11,340 · […][…]

0.29%Expense ratio$29 · $101 a year on $10k · lower is better1.01%

3.15%Trailing 12-mo yield$315 · $175 a year on $10k1.75%

−4.4%Worst dropSmaller is better−6.5%

5.8%VolatilityLower is calmer11.4%

DDXRSBY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2DDX wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DDX vs RSBY: Top 5 Holdings

Today

DDX

40.9%in top 5

RSBY

in top 546.1%

DDXStockRSBY

not top 5IUSB46.1%

15.3%SPDWnot top 5

15.2%VTVnot top 5

4.7%VWOnot top 5

3.7%VGLTnot top 5

2.0%VOOnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

DDX vs RSBY Returns, Every Period

Discipline FundsDDX

+6.5%

past year

RSBYReturn Stacked

+14.0%

past year

DDXRSBYFaded: behind in that period

0–2RSBY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DDX vs RSBY

YTD

Discipline FundsDDX

+5.2%

RSBYReturn Stacked

+18.5%

+5.2%Year to date+18.5%

−4.4%Worst drop · 1Y−6.5%

5.8%Volatility · 1Y11.4%

3.1%Yield1.7%

$77.4MAssets$46.6M

3–1DDX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DDX, RSBY

Today

0.29%lowest, DDX

FundExpense ratioFee$10k

DDX0.29%$29

RSBY1.01%$101

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DDX, RSBY

3.15%highest, DDX

FundTrailing yieldYield$10k

DDX3.15%$315

RSBY1.75%$175

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$286most kept, DDX

DDX$315 − $29 = $286

RSBY$175 − $101 = $74

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DDX, RSBY

Today

0.0%most shared, DDX and RSBY

DDXRSBY

DDX—0.0%

RSBY0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.0%RSBY, at 11.4% volatility

DDXWorst drop−4.4%5.8% vol

RSBYWorst drop−6.5%11.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DDXRSBY

+5.2%Year to date+18.5%

3.1%Yield1.7%

+6.5%Past year+14.0%

0.29%Fee1.01%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026