DFEV vs BBMC
Comparison between DIMENSIONAL EMERGING MARKETS VALUE ETF (DFEV, ETF) and JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF).
DFEV vs BBMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFEV
$2B
Winner
BBMC
$2.10B
Expense Ratio
DFEV
0.43%
Winner
BBMC
0.07%
Max Drawdown
Winner
DFEV
20.42%
BBMC
30.54%
Sharpe Ratio
Winner
DFEV
2.00
BBMC
1.54
5Y Beta
Winner
DFEV
0.71
BBMC
1.04
P/E Ratio
DFEV
N/A
BBMC
34.04
Forward P/E
DFEV
N/A
BBMC
17.60
5Y Dividends CAGR
DFEV
N/A
BBMC
20.05%
5Y EPS CAGR
DFEV
N/A
BBMC
10.92%
Debt to Equity
DFEV
N/A
BBMC
30.99%
P/S Ratio
DFEV
N/A
BBMC
1.75
P/B Ratio
DFEV
N/A
BBMC
2.83
DFEV vs BBMC - Holdings Comparison
DFEV and BBMC have 1 common holdings. Overlap is -0.31%
DFEV's top 25 holdings weight is 25.95%. BBMC's top 25 holdings weight is 19.51%.
| Rank | DFEV | BBMC |
|---|---|---|
| #1 | SK HYNIX INC (n/a) - 3.72% | SANDISK CORP ORDINARY SHARES (SNDK) - 4.56% |
| #2 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.13% | CIENA CORP (CIEN) - 1.69% |
| #3 | RELIANCE INDUSTRIES LTD (n/a) - 2.11% | COHERENT CORP (COHR) - 1.43% |
| #4 | n/a (n/a) - 1.54% | LUMENTUM HOLDINGS INC (LITE) - 1.39% |
| #5 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.51% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 1.02% |
| #6 | n/a (n/a) - 1.37% | JABIL INC (JBL) - 0.71% |
| #7 | n/a (n/a) - 1.30% | QNITY ELECTRONICS INC (Q) - 0.62% |
| #8 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.26% | TAPESTRY INC (TPR) - 0.55% |
| #9 | HYUNDAI MOTOR CO (n/a) - 1.03% | NATERA INC (NTRA) - 0.55% |
| #10 | AXIS BANK LTD (n/a) - 1.01% | n/a (ASTS) - 0.54% |
| #11 | SAMSUNG ELECTRONICS CO LTD (n/a) - 0.98% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.54% |
| #12 | PETROCHINA CO LTD CLASS H (n/a) - 0.89% | NVENT ELECTRIC PLC (NVT) - 0.53% |
| #13 | BANK OF CHINA LTD CLASS H (n/a) - 0.87% | CASEY'S GENERAL STORES INC (CASY) - 0.52% |
| #14 | VALE SA ADR (VALE) - 0.83% | STERLING INFRASTRUCTURE INC (STRL) - 0.51% |
| #15 | SAUDI NATIONAL BANK (n/a) - 0.75% | CURTISS-WRIGHT CORP (CW) - 0.51% |
| #16 | STATE BANK OF INDIA (n/a) - 0.69% | TECHNIPFMC PLC (n/a) - 0.50% |
| #17 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.65% | XPO INC (XPO) - 0.49% |
| #18 | ORLEN SA (n/a) - 0.65% | FABRINET (FN) - 0.49% |
| #19 | KB FINANCIAL GROUP INC (n/a) - 0.63% | IONQ INC CLASS A (IONQ) - 0.48% |
| #20 | TATA STEEL LTD (n/a) - 0.60% | WILLIAMS-SONOMA INC (WSM) - 0.46% |
| #21 | BANK BRADESCO SA PARTICIPATING PREFERRED (n/a) - 0.30% | BORGWARNER INC (BWA) - 0.29% |
| #22 | SAMSUNG E&A (n/a) - 0.30% | IDEX CORP (IEX) - 0.29% |
| #23 | TS FINANCIAL HOLDING CO LTD (n/a) - 0.28% | NORDSON CORP (NDSN) - 0.28% |
| #24 | SAUDI BRITISH BANK (n/a) - 0.28% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.28% |
| #25 | SAUDI BASIC INDUSTRIES CORP (n/a) - 0.27% | MUELLER INDUSTRIES INC (MLI) - 0.28% |
| Total Holdings | 2552 | 518 |
DFEV vs BBMC - Historical Returns
Returns include dividend reinvestment.
1M
DFEV
+3.90%
Winner
BBMC
+4.12%
3M
Winner
DFEV
+20.23%
BBMC
+16.03%
6M
Winner
DFEV
+30.57%
BBMC
+16.20%
1Y
Winner
DFEV
+48.63%
BBMC
+32.62%
5Y(CAGR)
Winner
DFEV
+17.55%
BBMC
+8.15%
Max(CAGR)
DFEV
+17.55%
Winner
BBMC
+17.86%
DFEV vs BBMC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | DFEV | BBMC |
|---|---|---|
| 2026 | +24.77% | +15.99% |
| 2025 | +33.08% | +12.44% |
| 2024 | +8.41% | +15.88% |
| 2023 | +15.21% | +19.07% |
| 2022 | -6.68% | -20.05% |
| 2021 | N/A | +19.73% |
| 2020 | N/A | +61.97% |
DFEV vs BBMC Drawdown Comparison
The maximum drawdown for DFEV was -18.47%, occurring on Oct 31, 2022. Recovery took 279 trading sessions.
The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.
The current DFEV drawdown is -3.10%.
| Rank | DFEV | BBMC |
|---|---|---|
| #1 | -18.47% May 4, 2022 - Jun 14, 2023 | -30.12% Nov 8, 2021 - Sep 19, 2024 |
| #2 | -17.94% Oct 7, 2024 - Jun 4, 2025 | -24.18% Nov 25, 2024 - Aug 28, 2025 |
| #3 | -11.35% Feb 25, 2026 - Apr 17, 2026 | -9.94% Jun 8, 2020 - Aug 5, 2020 |
| #4 | -10.73% Jul 31, 2023 - Dec 28, 2023 | -9.75% Feb 26, 2026 - Apr 16, 2026 |
| #5 | -9.35% Jul 12, 2024 - Sep 24, 2024 | -7.55% Sep 2, 2020 - Oct 5, 2020 |
| #6 | -7.91% Jun 2, 2026 - Jun 5, 2026 | -7.21% Apr 29, 2020 - May 20, 2020 |
| #7 | -5.71% Dec 29, 2023 - Feb 16, 2024 | -7.05% Apr 27, 2021 - Jun 25, 2021 |
| #8 | -5.09% May 11, 2026 - May 26, 2026 | -6.71% Mar 15, 2021 - Apr 16, 2021 |
| #9 | -4.66% Apr 9, 2024 - Apr 29, 2024 | -6.62% Jun 25, 2021 - Aug 27, 2021 |
| #10 | -4.26% May 17, 2024 - Jul 3, 2024 | -6.45% Oct 27, 2025 - Nov 28, 2025 |
| #11 | -4.11% Nov 12, 2025 - Dec 26, 2025 | -6.27% Feb 12, 2021 - Mar 12, 2021 |
| #12 | -3.57% Oct 6, 2025 - Oct 16, 2025 | -6.13% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -3.42% Jun 15, 2023 - Jul 12, 2023 | -5.49% Jan 20, 2021 - Feb 5, 2021 |
| #14 | -3.42% Jul 23, 2025 - Aug 13, 2025 | -4.82% Sep 2, 2021 - Oct 19, 2021 |
| #15 | -2.16% Jun 16, 2025 - Jun 24, 2025 | -4.22% May 6, 2026 - May 26, 2026 |
Correlation
Correlation between DFEV and BBMC is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2020 - 2026)
DFEV vs BBMC dividend yield comparison.
| Year | DFEV | BBMC |
|---|---|---|
| 2026 | 0.08% | 0.18% |
| 2025 | 2.69% | 1.25% |
| 2024 | 3.17% | 1.31% |
| 2023 | 3.47% | 1.36% |
| 2022 | 3.35% | 1.48% |
| 2021 | 0.00% | 0.87% |
| 2020 | 0.00% | 0.69% |
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