DFAE vs JGRO
Comparison between DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE, ETF) and JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF).
DFAE vs JGRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFAE
$9.70B
Winner
JGRO
$10B
Expense Ratio
Winner
DFAE
0.29%
JGRO
0.44%
Max Drawdown
DFAE
34.65%
Winner
JGRO
22.70%
Sharpe Ratio
Winner
DFAE
1.01
JGRO
0.18
5Y Beta
Winner
DFAE
0.84
JGRO
1.18
P/E Ratio
DFAE
N/A
JGRO
39.11
Forward P/E
DFAE
N/A
JGRO
25.39
5Y Dividends CAGR
DFAE
59.34%
JGRO
N/A
5Y EPS CAGR
DFAE
N/A
JGRO
34.16%
P/S Ratio
DFAE
N/A
JGRO
4.69
P/B Ratio
DFAE
N/A
JGRO
11.01
DFAE vs JGRO - Holdings Comparison
DFAE and JGRO have 0 common holdings. Overlap is 0.00%
DFAE's top 25 holdings weight is 5.29%. JGRO's top 25 holdings weight is 65.43%.
| Rank | DFAE | JGRO |
|---|---|---|
| #1 | PDD HOLDINGS INC ADR (PDD) - 0.81% | ALPHABET INC CLASS C (GOOG) - 11.08% |
| #2 | ICICI BANK LTD ADR (IBN) - 0.71% | NVIDIA CORP (NVDA) - 10.70% |
| #3 | HDFC BANK LTD ADR (HDB) - 0.46% | APPLE INC (AAPL) - 5.31% |
| #4 | INFOSYS LTD ADR (INFY) - 0.45% | BROADCOM INC (AVGO) - 4.45% |
| #5 | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.40% | MICRON TECHNOLOGY INC (MU) - 3.13% |
| #6 | VALE SA ADR (VALE) - 0.27% | ADVANCED MICRO DEVICES INC (AMD) - 2.91% |
| #7 | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.24% | TESLA INC (TSLA) - 2.80% |
| #8 | YUM CHINA HOLDINGS INC (YUMC) - 0.24% | META PLATFORMS INC CLASS A (META) - 2.42% |
| #9 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.22% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.31% |
| #10 | GOLD FIELDS LTD ADR (GFI) - 0.18% | ELI LILLY AND CO (LLY) - 1.94% |
| #11 | DR REDDY'S LABORATORIES LTD ADR (RDY) - 0.11% | THE GOLDMAN SACHS GROUP INC (GS) - 1.74% |
| #12 | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 0.11% | n/a (TSM) - 1.49% |
| #13 | ANGLOGOLD ASHANTI PLC (AU) - 0.10% | LAM RESEARCH CORP (LRCX) - 1.48% |
| #14 | n/a (BGKKF) - 0.10% | WESTERN DIGITAL CORP (WDC) - 1.44% |
| #15 | n/a (PAC) - 0.10% | PALO ALTO NETWORKS INC (PANW) - 1.27% |
| #16 | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 0.10% | GE VERNOVA INC (GEV) - 1.25% |
| #17 | NETEASE INC ADR (NTES) - 0.10% | MASTERCARD INC CLASS A (MA) - 1.24% |
| #18 | CREDICORP LTD (BAP) - 0.10% | MICROSOFT CORP (MSFT) - 1.09% |
| #19 | VIPSHOP HOLDINGS LTD ADR (VIPS) - 0.09% | NATERA INC (NTRA) - 1.09% |
| #20 | CEMEX SAB DE CV ADR (CX) - 0.08% | JOHNSON & JOHNSON (JNJ) - 1.09% |
| #21 | TRIP.COM GROUP LTD ADR (TCOM) - 0.07% | CATERPILLAR INC (CAT) - 1.07% |
| #22 | EMBRAER SA ADR (ERJ) - 0.07% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.06% |
| #23 | CHUNGHWA TELECOM CO LTD ADR (CHT) - 0.06% | CIENA CORP (CIEN) - 1.06% |
| #24 | HARMONY GOLD MINING CO LTD ADR (HMY) - 0.06% | APPLIED MATERIALS INC (AMAT) - 1.03% |
| #25 | KB FINANCIAL GROUP INC ADR (KB) - 0.06% | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.98% |
| Total Holdings | 30 | 128 |
DFAE vs JGRO - Historical Returns
Returns include dividend reinvestment.
1M
DFAE
-5.56%
Winner
JGRO
-3.06%
3M
Winner
DFAE
-0.84%
JGRO
-1.72%
6M
Winner
DFAE
+7.45%
JGRO
+0.37%
1Y
Winner
DFAE
+27.98%
JGRO
+5.33%
5Y(CAGR)
DFAE
+8.16%
JGRO
N/A
Max(CAGR)
DFAE
+9.27%
Winner
JGRO
+17.16%
DFAE vs JGRO - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | DFAE | JGRO |
|---|---|---|
| 2026 | +12.67% | -0.74% |
| 2025 | +31.67% | +14.51% |
| 2024 | +8.98% | +34.94% |
| 2023 | +11.92% | +38.76% |
| 2022 | -17.87% | -10.03% |
| 2021 | +2.49% | N/A |
| 2020 | +4.85% | N/A |
DFAE vs JGRO Drawdown Comparison
The maximum drawdown for DFAE was -32.21%, occurring on Oct 24, 2022. Recovery took 835 trading sessions.
The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The current DFAE drawdown is -10.46%. The current JGRO drawdown is -7.52%.
| Rank | DFAE | JGRO |
|---|---|---|
| #1 | -32.21% Jun 2, 2021 - Sep 26, 2024 | -22.70% Jan 23, 2025 - Jun 27, 2025 |
| #2 | -18.12% Oct 7, 2024 - Jun 5, 2025 | -17.88% Aug 16, 2022 - May 26, 2023 |
| #3 | -12.80% Feb 25, 2026 - Apr 17, 2026 | -16.44% Oct 29, 2025 - May 13, 2026 |
| #4 | -10.46% Jun 22, 2026 - Jul 20, 2026 | -13.21% Jul 10, 2024 - Oct 11, 2024 |
| #5 | -8.78% Feb 17, 2021 - Jun 1, 2021 | -11.56% Jul 18, 2023 - Nov 20, 2023 |
| #6 | -8.32% Jun 2, 2026 - Jun 18, 2026 | -7.53% Mar 22, 2024 - May 15, 2024 |
| #7 | -5.43% Jan 21, 2021 - Feb 9, 2021 | -7.52% Jun 2, 2026 - Jul 24, 2026 |
| #8 | -5.40% May 8, 2026 - May 26, 2026 | -5.03% Dec 16, 2024 - Jan 22, 2025 |
| #9 | -4.96% Oct 29, 2025 - Jan 2, 2026 | -3.41% Dec 28, 2023 - Jan 10, 2024 |
| #10 | -4.33% Oct 8, 2025 - Oct 20, 2025 | -3.31% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -3.23% Jan 28, 2026 - Feb 9, 2026 | -3.04% May 14, 2026 - Jun 1, 2026 |
| #12 | -3.17% Jul 23, 2025 - Aug 12, 2025 | -3.03% Oct 29, 2024 - Nov 6, 2024 |
| #13 | -2.37% Jun 12, 2025 - Jun 24, 2025 | -2.99% Nov 12, 2024 - Dec 2, 2024 |
| #14 | -2.34% Dec 17, 2020 - Dec 29, 2020 | -2.66% Jun 15, 2023 - Jun 30, 2023 |
| #15 | -2.11% Apr 17, 2026 - Apr 24, 2026 | -2.65% Aug 12, 2025 - Sep 8, 2025 |
Correlation
Correlation between DFAE and JGRO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2020 - 2026)
DFAE vs JGRO dividend yield comparison.
| Year | DFAE | JGRO |
|---|---|---|
| 2026 | 0.71% | 0.00% |
| 2025 | 2.20% | 0.16% |
| 2024 | 2.35% | 0.10% |
| 2023 | 2.43% | 0.17% |
| 2022 | 2.85% | 0.16% |
| 2021 | 1.63% | 0.00% |
| 2020 | 0.01% | 0.00% |
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