DFSE vs BBHY

Comparison between DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF (DFSE, ETF) and JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF (BBHY, ETF).

DFSE vs BBHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFSE(ETF)	BBHY(ETF)
Net Assets	$616M	$611M
Expense Ratio	0.41%	0.07%
Max Drawdown	20.35%	25.29%
Sharpe Ratio	0.94	0.54
5Y Beta	0.84	0.23
5Y Dividends CAGR	N/A	8.21%

Net Assets

Winner

DFSE

$616M

BBHY

$611M

Expense Ratio

DFSE

0.41%

Winner

BBHY

0.07%

Max Drawdown

Winner

DFSE

20.35%

BBHY

25.29%

Sharpe Ratio

Winner

DFSE

0.94

BBHY

0.54

5Y Beta

DFSE

0.84

Winner

BBHY

0.23

5Y Dividends CAGR

DFSE

N/A

BBHY

8.21%

DFSE vs BBHY - Historical Returns

Returns include dividend reinvestment.

Period	DFSE	BBHY
1 month	-7.22%	+0.15%
3 months	+1.72%	+0.72%
6 months	+8.80%	+1.34%
1 year	+23.46%	+5.69%
5 years(CAGR)	N/A	+3.98%
10 years(CAGR)	N/A	+4.80%
Max(CAGR)	+20.55%	+4.80%

DFSE

-7.22%

Winner

BBHY

+0.15%

Winner

DFSE

+1.72%

BBHY

+0.72%

Winner

DFSE

+8.80%

BBHY

+1.34%

Winner

DFSE

+23.46%

BBHY

+5.69%

5Y(CAGR)

DFSE

N/A

BBHY

+3.98%

10Y(CAGR)

DFSE

N/A

BBHY

+4.80%

Max(CAGR)

Winner

DFSE

+20.55%

BBHY

+4.80%

DFSE vs BBHY - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	DFSE	BBHY
2026	+11.68%	+2.02%
2025	+28.68%	+8.28%
2024	+8.43%	+8.22%
2023	+13.80%	+11.85%
2022	+11.62%	-10.31%
2021	N/A	+4.19%
2020	N/A	+5.26%
2019	N/A	+14.72%
2018	N/A	-2.57%
2017	N/A	+6.56%
2016	N/A	+1.83%

DFSE vs BBHY Drawdown Comparison

The maximum drawdown for DFSE was -19.77%, occurring on Apr 8, 2025. Recovery took 168 trading sessions.

The maximum drawdown for BBHY was -24.98%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current DFSE drawdown is -7.24%. The current BBHY drawdown is -0.34%.

Rank	DFSE	BBHY
#1	-19.77% Oct 4, 2024 - Jun 9, 2025	-24.98% Feb 20, 2020 - Aug 4, 2020
#2	-12.87% Feb 25, 2026 - Apr 17, 2026	-15.32% Dec 27, 2021 - Dec 21, 2023
#3	-11.93% Jul 31, 2023 - Feb 23, 2024	-5.00% Feb 28, 2025 - May 12, 2025
#4	-9.64% Jun 2, 2026 - Jul 20, 2026	-4.79% Oct 2, 2018 - Jan 18, 2019
#5	-9.46% Jan 26, 2023 - Jun 15, 2023	-2.75% Jan 25, 2018 - Oct 1, 2018
#6	-9.08% Jul 12, 2024 - Aug 19, 2024	-2.56% Sep 2, 2020 - Oct 9, 2020
#7	-6.10% Aug 19, 2024 - Sep 24, 2024	-2.50% Oct 25, 2016 - Dec 23, 2016
#8	-5.67% May 11, 2026 - May 26, 2026	-2.37% Feb 20, 2026 - Apr 9, 2026
#9	-5.34% Oct 29, 2025 - Jan 2, 2026	-2.33% Feb 12, 2021 - May 5, 2021
#10	-4.70% Apr 9, 2024 - May 2, 2024	-2.27% Sep 15, 2021 - Dec 23, 2021
#11	-4.57% Oct 8, 2025 - Oct 24, 2025	-2.16% Mar 27, 2024 - May 6, 2024
#12	-4.40% May 17, 2024 - Jul 5, 2024	-2.00% Mar 1, 2017 - Apr 10, 2017
#13	-4.25% Jun 15, 2023 - Jul 13, 2023	-1.71% Oct 24, 2017 - Jan 3, 2018
#14	-3.29% Nov 15, 2022 - Nov 30, 2022	-1.69% Dec 6, 2024 - Jan 21, 2025
#15	-3.29% Jul 23, 2025 - Aug 12, 2025	-1.58% Oct 12, 2020 - Nov 4, 2020

Correlation

Correlation between DFSE and BBHY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2016 - 2026)

DFSE vs BBHY dividend yield comparison.

Year	DFSE	BBHY
2026	0.68%	3.52%
2025	2.26%	7.24%
2024	2.06%	7.18%
2023	2.06%	6.49%
2022	0.36%	5.92%
2021	0.00%	4.06%
2020	0.00%	4.73%
2019	0.00%	4.99%
2018	0.00%	5.02%
2017	0.00%	4.81%
2016	0.00%	1.42%