DFP vs JPUS

Comparison between Flaherty & Crumrine Dynamic Preferred and Income Fund Inc (DFP, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF).

5-Year PerformanceJPUS has outperformed DFP, delivering a return of +9.8% compared to +0.4%

DFP vs JPUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFP(ETF)	JPUS(ETF)
Net Assets	$457M	$458M
Expense Ratio	N/A	0.18%
Max Drawdown	50.80%	38.69%
Sharpe Ratio	0.28	1.44
5Y Beta	0.38	0.63
P/E Ratio	N/A	20.02
Forward P/E	N/A	15.54
PEG Ratio	N/A	0.17
5Y Dividends CAGR	-4.64%	12.19%
5Y EPS CAGR	N/A	12.35%
Debt to Equity	N/A	46.26%
P/S Ratio	N/A	1.47
P/B Ratio	N/A	2.76

Net Assets

DFP

$457M

Winner

JPUS

$458M

Expense Ratio

DFP

N/A

JPUS

0.18%

Max Drawdown

DFP

50.80%

Winner

JPUS

38.69%

Sharpe Ratio

DFP

0.28

Winner

JPUS

1.44

5Y Beta

Winner

DFP

0.38

JPUS

0.63

P/E Ratio

DFP

N/A

JPUS

20.02

Forward P/E

DFP

N/A

JPUS

15.54

PEG Ratio

DFP

N/A

JPUS

0.17

5Y Dividends CAGR

DFP

-4.64%

Winner

JPUS

12.19%

5Y EPS CAGR

DFP

N/A

JPUS

12.35%

Debt to Equity

DFP

N/A

JPUS

46.26%

P/S Ratio

DFP

N/A

JPUS

1.47

P/B Ratio

DFP

N/A

JPUS

2.76

DFP vs JPUS - Historical Returns

Returns include dividend reinvestment.

Period	DFP	JPUS
1 month	-0.33%	+0.04%
3 months	+1.32%	+5.05%
6 months	-1.76%	+5.75%
1 year	+5.52%	+19.75%
5 years(CAGR)	+0.41%	+9.79%
10 years(CAGR)	+5.64%	+11.59%
Max(CAGR)	+6.34%	+12.16%

DFP

-0.33%

Winner

JPUS

+0.04%

DFP

+1.32%

Winner

JPUS

+5.05%

DFP

-1.76%

Winner

JPUS

+5.75%

DFP

+5.52%

Winner

JPUS

+19.75%

5Y(CAGR)

DFP

+0.41%

Winner

JPUS

+9.79%

10Y(CAGR)

DFP

+5.64%

Winner

JPUS

+11.59%

Max(CAGR)

DFP

+6.34%

Winner

JPUS

+12.16%

DFP vs JPUS - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	DFP	JPUS
2026	+3.35%	+16.11%
2025	+10.31%	+11.20%
2024	+19.43%	+13.03%
2023	-0.07%	+11.47%
2022	-26.48%	-8.18%
2021	+3.72%	+30.47%
2020	+16.02%	+7.51%
2019	+37.39%	+25.94%
2018	-17.37%	-6.49%
2017	+19.84%	+19.84%
2016	+11.94%	+14.52%
2015	+9.80%	+6.56%
2014	+17.05%	N/A
2013	-13.92%	N/A

DFP vs JPUS Drawdown Comparison

The maximum drawdown for DFP was -47.27%, occurring on Mar 23, 2020. Recovery took 146 trading sessions.

The maximum drawdown for JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The current DFP drawdown is -2.45%. The current JPUS drawdown is -1.29%.

Rank	DFP	JPUS
#1	-47.27% Feb 19, 2020 - Sep 16, 2020	-38.69% Feb 14, 2020 - Nov 11, 2020
#2	-39.97% Apr 21, 2021 - Feb 17, 2026	-19.04% Apr 20, 2022 - Dec 14, 2023
#3	-22.67% Dec 20, 2017 - Apr 16, 2019	-17.85% Sep 21, 2018 - Apr 5, 2019
#4	-19.29% May 29, 2013 - Jun 13, 2014	-15.97% Nov 29, 2024 - Aug 13, 2025
#5	-12.86% Oct 3, 2016 - Jan 23, 2017	-11.74% Oct 30, 2015 - Mar 17, 2016
#6	-9.97% Feb 18, 2026 - Mar 30, 2026	-9.37% Jan 26, 2018 - Aug 7, 2018
#7	-8.10% May 4, 2015 - Nov 3, 2015	-8.27% Jan 4, 2022 - Mar 29, 2022
#8	-6.40% Dec 22, 2020 - Feb 3, 2021	-6.90% Mar 2, 2026 - Apr 17, 2026
#9	-5.78% Jun 26, 2014 - Nov 11, 2014	-6.00% Apr 30, 2019 - Jun 20, 2019
#10	-5.74% Nov 30, 2015 - Dec 29, 2015	-5.76% Jul 26, 2019 - Sep 12, 2019
#11	-5.70% Feb 27, 2017 - Apr 7, 2017	-5.57% Mar 28, 2024 - Jul 12, 2024
#12	-5.42% Dec 1, 2014 - Jan 27, 2015	-5.38% Jul 26, 2016 - Dec 7, 2016
#13	-4.87% Feb 17, 2021 - Mar 11, 2021	-5.18% Nov 16, 2021 - Dec 23, 2021
#14	-4.71% Sep 8, 2016 - Sep 30, 2016	-5.03% Sep 2, 2021 - Oct 22, 2021
#15	-4.56% Jan 6, 2016 - Mar 14, 2016	-4.43% Jul 31, 2024 - Aug 19, 2024

Correlation

Correlation between DFP and JPUS is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2013 - 2026)

DFP vs JPUS dividend yield comparison.

Year	DFP	JPUS
2026	5.00%	0.85%
2025	6.99%	2.27%
2024	6.81%	2.12%
2023	7.39%	2.26%
2022	10.54%	2.35%
2021	7.03%	1.67%
2020	6.36%	1.94%
2019	6.41%	2.09%
2018	8.75%	2.16%
2017	7.11%	1.25%
2016	8.16%	0.77%
2015	8.38%	0.48%
2014	8.63%	0.00%
2013	4.83%	0.00%