DFSD vs JGLO
Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and JPMORGAN GLOBAL SELECT EQUITY ETF (JGLO, ETF).
DFSD vs JGLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFSD
$6.90B
JGLO
$6.90B
Expense Ratio
Winner
DFSD
0.16%
JGLO
0.47%
Max Drawdown
Winner
DFSD
9.85%
JGLO
17.73%
Sharpe Ratio
DFSD
-0.41
Winner
JGLO
0.92
5Y Beta
Winner
DFSD
0.04
JGLO
0.85
P/E Ratio
DFSD
N/A
JGLO
25.36
Forward P/E
DFSD
N/A
JGLO
21.34
PEG Ratio
DFSD
N/A
JGLO
0.37
5Y EPS CAGR
DFSD
N/A
JGLO
28.30%
P/S Ratio
DFSD
N/A
JGLO
3.15
P/B Ratio
DFSD
N/A
JGLO
6.48
DFSD vs JGLO - Historical Returns
Returns include dividend reinvestment.
1M
DFSD
+0.20%
Winner
JGLO
+4.00%
3M
DFSD
+0.51%
Winner
JGLO
+5.47%
6M
DFSD
+0.52%
Winner
JGLO
+7.12%
1Y
DFSD
+3.07%
Winner
JGLO
+15.22%
5Y(CAGR)
DFSD
+2.53%
JGLO
N/A
Max(CAGR)
DFSD
+2.53%
Winner
JGLO
+17.26%
DFSD vs JGLO - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | DFSD | JGLO |
|---|---|---|
| 2026 | +1.02% | +9.40% |
| 2025 | +6.52% | +14.13% |
| 2024 | +4.53% | +18.21% |
| 2023 | +6.02% | +8.00% |
| 2022 | -5.69% | N/A |
| 2021 | -0.02% | N/A |
DFSD vs JGLO Drawdown Comparison
The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The maximum drawdown for JGLO was -16.13%, occurring on Apr 8, 2025. Recovery took 125 trading sessions.
The current DFSD drawdown is -0.06%.
| Rank | DFSD | JGLO |
|---|---|---|
| #1 | -8.45% Nov 18, 2021 - Feb 1, 2024 | -16.13% Dec 6, 2024 - Jun 10, 2025 |
| #2 | -1.47% Feb 27, 2026 - Jun 26, 2026 | -9.47% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -1.34% Apr 3, 2025 - Apr 28, 2025 | -7.96% Jul 10, 2024 - Sep 19, 2024 |
| #4 | -0.67% Oct 1, 2024 - Nov 29, 2024 | -6.87% Sep 14, 2023 - Nov 14, 2023 |
| #5 | -0.67% Dec 6, 2024 - Jan 27, 2025 | -5.17% Oct 28, 2025 - Jan 5, 2026 |
| #6 | -0.62% Jun 26, 2026 - Jul 23, 2026 | -4.95% Mar 21, 2024 - May 14, 2024 |
| #7 | -0.52% Apr 30, 2025 - May 27, 2025 | -3.95% Jun 2, 2026 - Jul 6, 2026 |
| #8 | -0.50% Mar 27, 2024 - May 3, 2024 | -3.32% Oct 18, 2024 - Nov 7, 2024 |
| #9 | -0.42% Feb 1, 2024 - Mar 5, 2024 | -3.13% Jul 25, 2025 - Aug 13, 2025 |
| #10 | -0.42% Feb 5, 2025 - Feb 21, 2025 | -3.11% Oct 6, 2025 - Oct 24, 2025 |
| #11 | -0.40% Jun 4, 2025 - Jun 12, 2025 | -2.90% Jul 15, 2026 - Jul 31, 2026 |
| #12 | -0.37% Oct 22, 2025 - Nov 21, 2025 | -2.88% Nov 7, 2024 - Dec 4, 2024 |
| #13 | -0.35% Nov 26, 2025 - Dec 16, 2025 | -2.28% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -0.34% Mar 3, 2025 - Mar 19, 2025 | -2.08% Dec 28, 2023 - Jan 19, 2024 |
| #15 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -2.05% Jan 16, 2026 - Jan 26, 2026 |
Correlation
Correlation between DFSD and JGLO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2021 - 2026)
DFSD vs JGLO dividend yield comparison.
| Year | DFSD | JGLO |
|---|---|---|
| 2026 | 2.14% | 0.00% |
| 2025 | 4.12% | 1.20% |
| 2024 | 4.81% | 2.00% |
| 2023 | 3.89% | 0.32% |
| 2022 | 2.12% | 0.00% |
| 2021 | 0.11% | 0.00% |
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