DDV ETF

DDV ETF
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Fund Essentials - as of Aug 6, 2026

Net Assets
$18M
Expense Ratio
0.25%
Dividend Yield (Current)
1.63%
Holdings
7
Inception Date
Nov 12, 2025
Fund Family
Discipline Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+2.14%

Asset Allocation

Bonds: 86.89%
Cash: 0.02%
Other: 13.09%
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Top Holdings

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TickerNameWeight
-United States Department 3.875 04/30/2031 3.875 2031-04-3033.15%
-Treasury Bill 0% Oct 29, 202630.46%
-Us Treas Nts 3.5% 03/15/2923.28%
SPDWSpdr Portfolio Developed World Ex-us ETF7.17%
VTVVanguard Value ETF5.24%
Top 10 Concentration: 100.00%Report Date: Aug 6, 2026
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Dividend Summary

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Dividend Yield (Current)
1.63%
Frequency
Quarterly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

DDV ETF Overview

DDV ETF (Defined Duration 5 ETF) is managed by Discipline Funds with $18.1M in net assets. DDV expense ratio is 0.25%, holding 7 positions across sectors including Financials. Inception date: 2025-11-12.

DDV performance shows a YTD return of 2.14%.. DDV dividend yield stands at 1.63%, paid quarterly.

DDV top holdings include United States Department 3.875 04/30/2031 3.875 2031-04-30 (33.1%), Treasury Bill 0% Oct 29, 2026 (30.5%), Us Treas Nts 3.5% 03/15/29 (23.3%), Spdr Portfolio Developed World Ex-us ETF (7.2%), Vanguard Value ETF (5.2%). Go to all DDV holdings, DDV sectors, or DDV dividends.

DDV can be compared against other funds. Use DDV overlap to find shared positions, or DDV vs another fund for a side-by-side view. DDV alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-0.20%
YTD
+2.14%
1 Year
N/A
3 Year
N/A

Top 10 Holdings (100.0% of portfolio)

#TickerNameSectorWeight
1-United States Department 3.875 04/30/2031 3.875 2031-04-30Other33.15%
2-Treasury Bill 0% Oct 29, 2026Other30.46%
3-Us Treas Nts 3.5% 03/15/29Other23.28%
4SPDWSpdr Portfolio Developed World Ex-us ETFFinancials7.17%
5VTVVanguard Value ETFFinancials5.24%
6-31750Seo9 Pimco Fxvan Put USD BRL 5.32000000Other0.68%
7FGXXXFirst American Government Obligations FundFinancials0.02%