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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.50% -0.08% 55.58M 1183.63
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- -- 22.86M Upgrade

Basic Info

Investment Strategy
DXBU seeks to provide income and long-term capital appreciation by investing primarily in U.S. dollar denominated investment grade corporate bonds.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Corporates
Peer Group Global Corporate Fixed Income
Global Macro Bond Corporates
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Dynamic Funds
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.84%
--
--
--
-2.39%
-16.22%
7.70%
0.19%
5.26%
--
1.51%
0.29%
0.32%
0.80%
2.06%
14.88%
2.45%
--
5.75%
4.86%
2.60%
-7.45%
6.21%
5.72%
3.65%
As of December 16, 2025.

Asset Allocation

As of August 31, 2025.
Type % Net
Cash 7.12%
Stock 0.00%
Bond 92.88%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
DXBU seeks to provide income and long-term capital appreciation by investing primarily in U.S. dollar denominated investment grade corporate bonds.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond USD Corporates
Peer Group Global Corporate Fixed Income
Global Macro Bond Corporates
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Dynamic Funds
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

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