DFSD vs JMST
Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF (JMST, ETF).
5-Year PerformanceDFSD has outperformed JMST, delivering a return of +2.5% compared to +2.3%
DFSD vs JMST - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DFSD vs JMST - Historical Returns
Returns include dividend reinvestment.
DFSD vs JMST - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | DFSD | JMST |
|---|---|---|
| 2026 | +1.03% | +1.48% |
| 2025 | +6.52% | +3.33% |
| 2024 | +4.53% | +3.33% |
| 2023 | +6.02% | +3.57% |
| 2022 | -5.69% | +0.09% |
| 2021 | -0.02% | +0.33% |
| 2020 | N/A | +2.00% |
| 2019 | N/A | +2.07% |
| 2018 | N/A | +0.70% |
DFSD vs JMST Drawdown Comparison
The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The maximum drawdown for JMST was -2.41%, occurring on Mar 20, 2020. Recovery took 29 trading sessions.
The current DFSD drawdown is -0.14%. The current JMST drawdown is -0.02%.
| Rank | DFSD | JMST |
|---|---|---|
| #1 | -8.45% Nov 18, 2021 - Feb 1, 2024 | -2.41% Mar 9, 2020 - Apr 20, 2020 |
| #2 | -1.47% Feb 27, 2026 - Jun 26, 2026 | -1.15% Dec 29, 2021 - Dec 13, 2022 |
| #3 | -1.34% Apr 3, 2025 - Apr 28, 2025 | -0.71% Apr 1, 2025 - May 15, 2025 |
| #4 | -0.67% Oct 1, 2024 - Nov 29, 2024 | -0.32% May 16, 2023 - Jun 6, 2023 |
| #5 | -0.67% Dec 6, 2024 - Jan 27, 2025 | -0.26% Jan 31, 2023 - Mar 10, 2023 |
| #6 | -0.62% Jun 26, 2026 - Aug 13, 2026 | -0.25% Oct 29, 2025 - Nov 6, 2025 |
| #7 | -0.52% Apr 30, 2025 - May 27, 2025 | -0.25% Apr 13, 2023 - May 11, 2023 |
| #8 | -0.50% Mar 27, 2024 - May 3, 2024 | -0.22% Sep 13, 2023 - Oct 10, 2023 |
| #9 | -0.42% Feb 1, 2024 - Mar 5, 2024 | -0.21% Mar 17, 2026 - Apr 20, 2026 |
| #10 | -0.42% Feb 5, 2025 - Feb 21, 2025 | -0.20% Mar 25, 2025 - Apr 1, 2025 |
| #11 | -0.40% Jun 4, 2025 - Jun 12, 2025 | -0.19% Sep 20, 2021 - Dec 29, 2021 |
| #12 | -0.37% Oct 22, 2025 - Nov 21, 2025 | -0.18% Aug 21, 2019 - Oct 4, 2019 |
| #13 | -0.35% Nov 26, 2025 - Dec 16, 2025 | -0.17% Nov 5, 2024 - Nov 8, 2024 |
| #14 | -0.34% Mar 3, 2025 - Mar 19, 2025 | -0.17% Aug 6, 2024 - Aug 19, 2024 |
| #15 | -0.29% Jun 30, 2025 - Jul 21, 2025 | -0.16% Jan 31, 2024 - Feb 15, 2024 |
Correlation
Correlation between DFSD and JMST is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2018 - 2026)
DFSD vs JMST dividend yield comparison.
| Year | DFSD | JMST |
|---|---|---|
| 2026 | 2.45% | 1.48% |
| 2025 | 4.12% | 2.84% |
| 2024 | 4.81% | 3.32% |
| 2023 | 3.89% | 3.09% |
| 2022 | 2.12% | 1.10% |
| 2021 | 0.11% | 0.27% |
| 2020 | 0.00% | 0.87% |
| 2019 | 0.00% | 1.63% |
| 2018 | 0.00% | 0.28% |
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