DFMC vs JMUB

Comparison between U.S. Micro Cap Portfolio ETF Class Shares (DFMC, ETF) and JPMorgan Municipal ETF (JMUB, ETF).

DFMC vs JMUB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFMC(ETF)	JMUB(ETF)
Net Assets	$7.50B	$7.50B
Expense Ratio	0.41%	0.18%
Max Drawdown	3.01%	14.47%
Sharpe Ratio	3.90	0.64
5Y Beta	0.89	0.02
P/E Ratio	44.77	N/A
Forward P/E	13.18	N/A
5Y Dividends CAGR	N/A	11.91%
5Y EPS CAGR	12.22%	N/A
P/S Ratio	1.06	N/A
P/B Ratio	1.90	N/A

Net Assets

DFMC

$7.50B

JMUB

$7.50B

Expense Ratio

DFMC

0.41%

Winner

JMUB

0.18%

Max Drawdown

Winner

DFMC

3.01%

JMUB

14.47%

Sharpe Ratio

Winner

DFMC

3.90

JMUB

0.64

5Y Beta

DFMC

0.89

Winner

JMUB

0.02

P/E Ratio

DFMC

44.77

JMUB

N/A

Forward P/E

DFMC

13.18

JMUB

N/A

5Y Dividends CAGR

DFMC

N/A

JMUB

11.91%

5Y EPS CAGR

DFMC

12.22%

JMUB

N/A

P/S Ratio

DFMC

1.06

JMUB

N/A

P/B Ratio

DFMC

1.90

JMUB

N/A

DFMC vs JMUB - Historical Returns

Returns include dividend reinvestment.

Period	DFMC	JMUB
1 month	+2.60%	-0.01%
3 months	N/A	-0.72%
6 months	N/A	+1.02%
1 year	N/A	+5.13%
5 years(CAGR)	N/A	+1.21%
Max(CAGR)	+94.97%	+2.97%

Winner

DFMC

+2.60%

JMUB

-0.01%

DFMC

N/A

JMUB

-0.72%

DFMC

N/A

JMUB

+1.02%

DFMC

N/A

JMUB

+5.13%

5Y(CAGR)

DFMC

N/A

JMUB

+1.21%

Max(CAGR)

Winner

DFMC

+94.97%

JMUB

+2.97%

DFMC vs JMUB - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	DFMC	JMUB
2026	+9.77%	+0.56%
2025	N/A	+4.15%
2024	N/A	+1.90%
2023	N/A	+5.86%
2022	N/A	-7.39%
2021	N/A	+1.59%
2020	N/A	+4.88%
2019	N/A	+8.35%
2018	N/A	+2.81%

DFMC vs JMUB Drawdown Comparison

The maximum drawdown for DFMC was -3.01%, occurring on Mar 30, 2026. Recovery took 5 trading sessions.

The maximum drawdown for JMUB was -12.50%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.

The current DFMC drawdown is -2.60%. The current JMUB drawdown is -1.21%.

Rank	DFMC	JMUB
#1	-3.01% Mar 25, 2026 - Apr 1, 2026	-12.50% Mar 9, 2020 - Aug 7, 2020
#2	-2.60% May 6, 2026 - May 13, 2026	-12.06% Jul 30, 2021 - Sep 5, 2024
#3	-1.54% Apr 27, 2026 - Apr 30, 2026	-4.02% Feb 28, 2025 - Sep 5, 2025
#4	-1.00% May 1, 2026 - May 5, 2026	-2.55% Feb 27, 2026 - Mar 24, 2026
#5	-0.81% Apr 20, 2026 - Apr 27, 2026	-2.18% Oct 1, 2024 - Dec 4, 2024
#6	-0.79% Apr 9, 2026 - Apr 13, 2026	-2.17% Feb 12, 2021 - Jun 8, 2021
#7	-0.15% Apr 14, 2026 - Apr 16, 2026	-2.07% Dec 4, 2024 - Feb 26, 2025
#8	N/A	-1.36% Aug 15, 2019 - Oct 9, 2019
#9	N/A	-1.22% Aug 11, 2020 - Nov 20, 2020
#10	N/A	-1.18% Oct 9, 2019 - Jan 3, 2020
#11	N/A	-0.55% Jun 15, 2021 - Jul 8, 2021
#12	N/A	-0.48% Mar 28, 2019 - Apr 29, 2019
#13	N/A	-0.45% Nov 11, 2025 - Nov 28, 2025
#14	N/A	-0.42% Sep 17, 2025 - Oct 10, 2025
#15	N/A	-0.36% Jan 31, 2020 - Feb 19, 2020