DFSV vs JBND
Comparison between DIMENSIONAL US SMALL CAP VALUE ETF (DFSV, ETF) and JPMORGAN ACTIVE BOND ETF (JBND, ETF).
DFSV vs JBND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFSV
$6.80B
Winner
JBND
$6.90B
Expense Ratio
DFSV
0.30%
Winner
JBND
0.25%
Max Drawdown
DFSV
28.52%
Winner
JBND
5.89%
Sharpe Ratio
Winner
DFSV
1.75
JBND
0.49
5Y Beta
DFSV
1.00
Winner
JBND
0.02
P/E Ratio
DFSV
35.28
JBND
N/A
Forward P/E
DFSV
12.03
JBND
N/A
5Y EPS CAGR
DFSV
5.11%
JBND
N/A
Debt to Equity
DFSV
46.53%
JBND
N/A
P/S Ratio
DFSV
0.84
JBND
N/A
P/B Ratio
DFSV
1.31
JBND
N/A
DFSV vs JBND - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFSV
+3.90%
JBND
+0.05%
3M
Winner
DFSV
+1.63%
JBND
+0.04%
6M
Winner
DFSV
+20.67%
JBND
+1.19%
1Y
Winner
DFSV
+37.50%
JBND
+6.16%
5Y(CAGR)
DFSV
+11.84%
JBND
N/A
Max(CAGR)
Winner
DFSV
+11.84%
JBND
+7.70%
DFSV vs JBND - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | DFSV | JBND |
|---|---|---|
| 2026 | +13.50% | +0.71% |
| 2025 | +8.99% | +8.10% |
| 2024 | +7.50% | +3.61% |
| 2023 | +19.82% | +7.75% |
| 2022 | +0.61% | N/A |
DFSV vs JBND Drawdown Comparison
The maximum drawdown for DFSV was -28.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The maximum drawdown for JBND was -4.48%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.
The current DFSV drawdown is -0.71%. The current JBND drawdown is -1.40%.
| Rank | DFSV | JBND |
|---|---|---|
| #1 | -28.01% Nov 25, 2024 - Dec 10, 2025 | -4.48% Sep 16, 2024 - Apr 3, 2025 |
| #2 | -17.96% Feb 2, 2023 - Dec 14, 2023 | -3.23% Feb 1, 2024 - Jun 13, 2024 |
| #3 | -17.61% Mar 29, 2022 - Dec 2, 2022 | -2.64% Feb 27, 2026 - Mar 27, 2026 |
| #4 | -9.94% Jul 31, 2024 - Nov 6, 2024 | -2.62% Apr 4, 2025 - Jun 26, 2025 |
| #5 | -9.39% Feb 11, 2026 - Apr 20, 2026 | -1.94% Oct 13, 2023 - Nov 2, 2023 |
| #6 | -7.81% Dec 2, 2022 - Jan 12, 2023 | -1.49% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -7.61% Mar 28, 2024 - May 15, 2024 | -1.24% Jun 18, 2024 - Jul 5, 2024 |
| #8 | -7.04% Dec 27, 2023 - Mar 21, 2024 | -1.14% Jul 1, 2025 - Jul 29, 2025 |
| #9 | -6.60% May 15, 2024 - Jul 15, 2024 | -1.11% Oct 22, 2025 - Nov 25, 2025 |
| #10 | -4.28% Mar 2, 2022 - Mar 16, 2022 | -1.09% Aug 5, 2024 - Aug 20, 2024 |
| #11 | -3.36% Nov 11, 2024 - Nov 25, 2024 | -0.87% Nov 26, 2025 - Jan 14, 2026 |
| #12 | -3.13% Dec 11, 2025 - Jan 6, 2026 | -0.75% Jul 17, 2024 - Jul 30, 2024 |
| #13 | -2.60% Jan 13, 2023 - Jan 23, 2023 | -0.72% Sep 16, 2025 - Oct 10, 2025 |
| #14 | -2.53% Jul 16, 2024 - Jul 26, 2024 | -0.70% Jan 14, 2026 - Feb 5, 2026 |
| #15 | -2.44% Feb 28, 2022 - Mar 2, 2022 | -0.58% Nov 8, 2023 - Nov 14, 2023 |
Correlation
Correlation between DFSV and JBND is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2022 - 2026)
DFSV vs JBND dividend yield comparison.
| Year | DFSV | JBND |
|---|---|---|
| 2026 | 0.31% | 1.42% |
| 2025 | 1.53% | 4.42% |
| 2024 | 1.31% | 4.58% |
| 2023 | 1.29% | 1.00% |
| 2022 | 0.90% | 0.00% |
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