BBLB vs DFVE
Comparison between JPMORGAN BETABUILDERS U.S. TREASURY BOND 20+ YEAR ETF (BBLB, ETF) and DOUBLELINE FORTUNE 500 EQUAL WEIGHT ETF (DFVE, ETF).
BBLB vs DFVE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BBLB
$31M
Winner
DFVE
$32M
Expense Ratio
Winner
BBLB
0.04%
DFVE
0.20%
Max Drawdown
BBLB
23.25%
Winner
DFVE
20.12%
Sharpe Ratio
BBLB
0.09
Winner
DFVE
1.55
5Y Beta
Winner
BBLB
0.05
DFVE
0.82
P/E Ratio
BBLB
N/A
DFVE
-101.64
Forward P/E
BBLB
N/A
DFVE
14.21
5Y EPS CAGR
BBLB
N/A
DFVE
11.58%
Debt to Equity
BBLB
N/A
DFVE
40.59%
P/S Ratio
BBLB
N/A
DFVE
0.74
P/B Ratio
BBLB
N/A
DFVE
2.49
BBLB vs DFVE - Historical Returns
Returns include dividend reinvestment.
1M
BBLB
+1.17%
Winner
DFVE
+4.55%
3M
BBLB
-0.36%
Winner
DFVE
+11.05%
6M
BBLB
+0.39%
Winner
DFVE
+11.50%
1Y
BBLB
+2.94%
Winner
DFVE
+25.33%
Max(CAGR)
BBLB
-2.16%
Winner
DFVE
+17.66%
BBLB vs DFVE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BBLB | DFVE |
|---|---|---|
| 2026 | +0.30% | +11.80% |
| 2025 | +4.27% | +14.66% |
| 2024 | -7.16% | +13.70% |
| 2023 | -2.90% | N/A |
BBLB vs DFVE Drawdown Comparison
The maximum drawdown for BBLB was -21.04%, occurring on Oct 19, 2023. Recovery took 350 trading sessions.
The maximum drawdown for DFVE was -19.43%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.
The current BBLB drawdown is -8.52%.
| Rank | BBLB | DFVE |
|---|---|---|
| #1 | -21.04% Apr 25, 2023 - Sep 16, 2024 | -19.43% Nov 25, 2024 - Jul 2, 2025 |
| #2 | -14.67% Sep 16, 2024 - May 21, 2025 | -7.79% Feb 11, 2026 - Apr 17, 2026 |
| #3 | -0.45% Apr 20, 2023 - Apr 24, 2023 | -6.35% Jul 31, 2024 - Aug 23, 2024 |
| #4 | N/A | -6.31% Mar 28, 2024 - Jul 16, 2024 |
| #5 | N/A | -5.41% Oct 27, 2025 - Nov 28, 2025 |
| #6 | N/A | -4.22% Jul 23, 2025 - Aug 22, 2025 |
| #7 | N/A | -3.85% Oct 3, 2025 - Oct 27, 2025 |
| #8 | N/A | -3.65% Aug 30, 2024 - Sep 19, 2024 |
| #9 | N/A | -3.42% Oct 18, 2024 - Nov 6, 2024 |
| #10 | N/A | -3.28% Apr 20, 2026 - May 28, 2026 |
| #11 | N/A | -2.79% Jul 16, 2024 - Jul 30, 2024 |
| #12 | N/A | -2.19% Nov 11, 2024 - Nov 22, 2024 |
| #13 | N/A | -2.13% Feb 12, 2024 - Feb 15, 2024 |
| #14 | N/A | -2.09% Jul 10, 2025 - Jul 23, 2025 |
| #15 | N/A | -2.05% Jan 15, 2026 - Feb 3, 2026 |
Correlation
Correlation between BBLB and DFVE is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.
0.29
-101
Dividend Comparison (2023 - 2026)
BBLB vs DFVE dividend yield comparison.
| Year | BBLB | DFVE |
|---|---|---|
| 2026 | 1.72% | 0.32% |
| 2025 | 5.03% | 1.52% |
| 2024 | 5.34% | 1.53% |
| 2023 | 2.82% | 0.00% |
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