BBHY vs DFSE

Comparison between JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF (BBHY, ETF) and DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF (DFSE, ETF).

BBHY vs DFSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBHY(ETF)	DFSE(ETF)
Net Assets	$611M	$616M
Expense Ratio	0.07%	0.41%
Max Drawdown	25.29%	20.35%
Sharpe Ratio	0.54	0.94
5Y Beta	0.23	0.84
5Y Dividends CAGR	8.21%	N/A

Net Assets

BBHY

$611M

Winner

DFSE

$616M

Expense Ratio

Winner

BBHY

0.07%

DFSE

0.41%

Max Drawdown

BBHY

25.29%

Winner

DFSE

20.35%

Sharpe Ratio

BBHY

0.54

Winner

DFSE

0.94

5Y Beta

Winner

BBHY

0.23

DFSE

0.84

5Y Dividends CAGR

BBHY

8.21%

DFSE

N/A

BBHY vs DFSE - Historical Returns

Returns include dividend reinvestment.

Period	BBHY	DFSE
1 month	+0.15%	-7.22%
3 months	+0.72%	+1.72%
6 months	+1.34%	+8.80%
1 year	+5.69%	+23.46%
5 years(CAGR)	+3.98%	N/A
10 years(CAGR)	+4.80%	N/A
Max(CAGR)	+4.80%	+20.55%

Winner

BBHY

+0.15%

DFSE

-7.22%

BBHY

+0.72%

Winner

DFSE

+1.72%

BBHY

+1.34%

Winner

DFSE

+8.80%

BBHY

+5.69%

Winner

DFSE

+23.46%

5Y(CAGR)

BBHY

+3.98%

DFSE

N/A

10Y(CAGR)

BBHY

+4.80%

DFSE

N/A

Max(CAGR)

BBHY

+4.80%

Winner

DFSE

+20.55%

BBHY vs DFSE - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	BBHY	DFSE
2026	+2.02%	+11.68%
2025	+8.28%	+28.68%
2024	+8.22%	+8.43%
2023	+11.85%	+13.80%
2022	-10.31%	+11.62%
2021	+4.19%	N/A
2020	+5.26%	N/A
2019	+14.72%	N/A
2018	-2.57%	N/A
2017	+6.56%	N/A
2016	+1.83%	N/A

BBHY vs DFSE Drawdown Comparison

The maximum drawdown for BBHY was -24.98%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for DFSE was -19.77%, occurring on Apr 8, 2025. Recovery took 168 trading sessions.

The current BBHY drawdown is -0.34%. The current DFSE drawdown is -7.24%.

Rank	BBHY	DFSE
#1	-24.98% Feb 20, 2020 - Aug 4, 2020	-19.77% Oct 4, 2024 - Jun 9, 2025
#2	-15.32% Dec 27, 2021 - Dec 21, 2023	-12.87% Feb 25, 2026 - Apr 17, 2026
#3	-5.00% Feb 28, 2025 - May 12, 2025	-11.93% Jul 31, 2023 - Feb 23, 2024
#4	-4.79% Oct 2, 2018 - Jan 18, 2019	-9.64% Jun 2, 2026 - Jul 20, 2026
#5	-2.75% Jan 25, 2018 - Oct 1, 2018	-9.46% Jan 26, 2023 - Jun 15, 2023
#6	-2.56% Sep 2, 2020 - Oct 9, 2020	-9.08% Jul 12, 2024 - Aug 19, 2024
#7	-2.50% Oct 25, 2016 - Dec 23, 2016	-6.10% Aug 19, 2024 - Sep 24, 2024
#8	-2.37% Feb 20, 2026 - Apr 9, 2026	-5.67% May 11, 2026 - May 26, 2026
#9	-2.33% Feb 12, 2021 - May 5, 2021	-5.34% Oct 29, 2025 - Jan 2, 2026
#10	-2.27% Sep 15, 2021 - Dec 23, 2021	-4.70% Apr 9, 2024 - May 2, 2024
#11	-2.16% Mar 27, 2024 - May 6, 2024	-4.57% Oct 8, 2025 - Oct 24, 2025
#12	-2.00% Mar 1, 2017 - Apr 10, 2017	-4.40% May 17, 2024 - Jul 5, 2024
#13	-1.71% Oct 24, 2017 - Jan 3, 2018	-4.25% Jun 15, 2023 - Jul 13, 2023
#14	-1.69% Dec 6, 2024 - Jan 21, 2025	-3.29% Nov 15, 2022 - Nov 30, 2022
#15	-1.58% Oct 12, 2020 - Nov 4, 2020	-3.29% Jul 23, 2025 - Aug 12, 2025

Correlation

Correlation between BBHY and DFSE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2016 - 2026)

BBHY vs DFSE dividend yield comparison.

Year	BBHY	DFSE
2026	3.52%	0.68%
2025	7.24%	2.26%
2024	7.18%	2.06%
2023	6.49%	2.06%
2022	5.92%	0.36%
2021	4.06%	0.00%
2020	4.73%	0.00%
2019	4.99%	0.00%
2018	5.02%	0.00%
2017	4.81%	0.00%
2016	1.42%	0.00%