Short-Term Bond · BATS · USD · Data as of 2026-05-15
AUM
$13.63M
Expense ratio
0.25%
Yield
—
YTD return
+1.64%
Last price
$25.33
Unclassified · Coverage 25% · low
Today
62.2
Outlook
56.4
Block A (composite-derived)
58.0
Block C (market behavior)
68.3
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
58.0
Coverage 25% · low
Liquidity
—
Expenses
80.0
Performance
—
Volatility
—
Dividend
—
Concentration
25.0
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
EA Series Trust - Defined Duration 5 ETF (DDV) is an exchange-traded fund in the Mixed asset class. Assets under management: 13,633,710.
Bullish Whales composite rating: 58 out of 100. Evidence coverage 25% across 2 of 8 axes. Strongest axes: expenses, concentration.
Weakest axes: concentration.
Top-10 weight 1%, diversified, led by VGSH.
etf_composite_score_current · composite_score, concentration_score, confidence, coverage_pct, expenses_scoreetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, tickerDefined Duration 5 ETF is an actively managed exchange-traded fund designed to provide exposure to a diversified portfolio of assets while maintaining a constant five-year time horizon. Employing a rules-based approach known as the Defined Duration method, the fund systematically adjusts its holdings to ensure that the average duration of its investments remains close to five years. This structure is intended for investors and financial planners seeking precise duration matching for long-term financial objectives or liabilities, such as retirement planning or asset-liability management. By targeting a five-year horizon, the Defined Duration 5 ETF helps address interest rate risk and allows for more predictable capital growth over medium-term periods. The fund impacts both individual and institutional investors as it supports efficient planning across a wide range of financial goals, differentiating itself from traditional broad-based equity or fixed income ETFs by focusing on duration control and risk management.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $13,633,710. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for DDV are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.