DFVE vs JADE
Comparison between DOUBLELINE FORTUNE 500 EQUAL WEIGHT ETF (DFVE, ETF) and JPMORGAN ACTIVE DEVELOPING MARKETS EQUITY ETF (JADE, ETF).
DFVE vs JADE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFVE
$32M
JADE
$32M
Expense Ratio
Winner
DFVE
0.20%
JADE
0.65%
Max Drawdown
DFVE
20.12%
Winner
JADE
17.91%
Sharpe Ratio
DFVE
1.55
Winner
JADE
1.88
5Y Beta
Winner
DFVE
0.82
JADE
0.86
P/E Ratio
DFVE
-101.64
JADE
N/A
Forward P/E
DFVE
14.21
JADE
N/A
5Y EPS CAGR
DFVE
11.58%
JADE
N/A
Debt to Equity
DFVE
40.59%
JADE
N/A
P/S Ratio
DFVE
0.74
JADE
N/A
P/B Ratio
DFVE
2.49
JADE
N/A
DFVE vs JADE - Holdings Comparison
DFVE and JADE have 3 common holdings. Overlap is 0.39%
DFVE's top 25 holdings weight is 6.55%. JADE's top 25 holdings weight is 51.71%.
| Rank | DFVE | JADE |
|---|---|---|
| #1 | OPTIMUM COMMUNICATIONS INC CLASS A (OPTU) - 0.38% | n/a (n/a) - 12.39% |
| #2 | MARVELL TECHNOLOGY INC (MRVL) - 0.33% | SAMSUNG ELECTRONICS CO LTD (n/a) - 7.99% |
| #3 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.32% | SK HYNIX INC (n/a) - 5.75% |
| #4 | n/a (DELL) - 0.30% | TENCENT HOLDINGS LTD (n/a) - 3.22% |
| #5 | SUPER MICRO COMPUTER INC (SMCI) - 0.27% | MEDIATEK INC (n/a) - 1.57% |
| #6 | KOHL'S CORP (KSS) - 0.26% | n/a (n/a) - 1.46% |
| #7 | CDW CORP (CDW) - 0.26% | ASE TECHNOLOGY HOLDING CO LTD (n/a) - 1.35% |
| #8 | TAYLOR MORRISON HOME CORP (TMHC) - 0.26% | n/a (n/a) - 1.23% |
| #9 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.26% | LITE-ON TECHNOLOGY CORP (n/a) - 1.14% |
| #10 | ORACLE CORP (ORCL) - 0.26% | MIDEA GROUP CO LTD CLASS A (n/a) - 1.14% |
| #11 | DOLLAR TREE INC (DLTR) - 0.25% | ACCTON TECHNOLOGY CORP (n/a) - 1.10% |
| #12 | MGM RESORTS INTERNATIONAL (MGM) - 0.25% | HANWHA AEROSPACE CO LTD (n/a) - 1.08% |
| #13 | SERVICENOW INC (NOW) - 0.25% | NETEASE INC ORDINARY SHARES (n/a) - 1.03% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.25% | LENOVO GROUP LTD (n/a) - 1.01% |
| #15 | WORKDAY INC CLASS A (WDAY) - 0.25% | n/a (n/a) - 1.00% |
| #16 | BROADCOM INC (AVGO) - 0.24% | KIA CORP (n/a) - 0.99% |
| #17 | BEST BUY CO INC (BBY) - 0.24% | ZIJIN MINING GROUP CO LTD CLASS H (n/a) - 0.99% |
| #18 | WESTERN DIGITAL CORP (WDC) - 0.24% | H WORLD GROUP LTD ADR (HTHT) - 0.98% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 0.24% | NATIONAL BANK OF GREECE SA (n/a) - 0.95% |
| #20 | IQVIA HOLDINGS INC (IQV) - 0.24% | n/a (n/a) - 0.93% |
| #21 | INSIGHT ENTERPRISES INC (NSIT) - 0.24% | ELITE MATERIAL CO LTD (n/a) - 0.93% |
| #22 | HORMEL FOODS CORP (HRL) - 0.24% | EMAAR PROPERTIES PJSC (n/a) - 0.89% |
| #23 | INGRAM MICRO HOLDING CORP (INGM) - 0.24% | n/a (n/a) - 0.87% |
| #24 | KLA CORP (KLAC) - 0.24% | SHINHAN FINANCIAL GROUP CO LTD (n/a) - 0.87% |
| #25 | PBF ENERGY INC CLASS A (PBF) - 0.24% | ADVANTECH CO LTD (n/a) - 0.85% |
| Total Holdings | 466 | 141 |
DFVE vs JADE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFVE
+4.55%
JADE
+2.70%
3M
DFVE
+11.05%
Winner
JADE
+17.34%
6M
DFVE
+11.50%
Winner
JADE
+28.26%
1Y
DFVE
+25.33%
Winner
JADE
+49.82%
Max(CAGR)
DFVE
+17.66%
Winner
JADE
+28.89%
DFVE vs JADE - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | DFVE | JADE |
|---|---|---|
| 2026 | +11.80% | +21.88% |
| 2025 | +14.66% | +38.35% |
| 2024 | +13.70% | -2.30% |
DFVE vs JADE Drawdown Comparison
The maximum drawdown for DFVE was -19.43%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.
The maximum drawdown for JADE was -16.71%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.
The current JADE drawdown is -3.80%.
| Rank | DFVE | JADE |
|---|---|---|
| #1 | -19.43% Nov 25, 2024 - Jul 2, 2025 | -16.71% Oct 7, 2024 - May 12, 2025 |
| #2 | -7.79% Feb 11, 2026 - Apr 17, 2026 | -12.80% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -6.35% Jul 31, 2024 - Aug 23, 2024 | -10.44% Jul 12, 2024 - Sep 24, 2024 |
| #4 | -6.31% Mar 28, 2024 - Jul 16, 2024 | -8.09% Jun 2, 2026 - Jun 5, 2026 |
| #5 | -5.41% Oct 27, 2025 - Nov 28, 2025 | -5.39% May 11, 2026 - May 26, 2026 |
| #6 | -4.22% Jul 23, 2025 - Aug 22, 2025 | -4.81% Oct 29, 2025 - Dec 26, 2025 |
| #7 | -3.85% Oct 3, 2025 - Oct 27, 2025 | -4.69% May 17, 2024 - Jul 3, 2024 |
| #8 | -3.65% Aug 30, 2024 - Sep 19, 2024 | -4.30% Oct 6, 2025 - Oct 20, 2025 |
| #9 | -3.42% Oct 18, 2024 - Nov 6, 2024 | -3.30% Jul 23, 2025 - Aug 12, 2025 |
| #10 | -3.28% Apr 20, 2026 - May 28, 2026 | -2.83% Jan 29, 2026 - Feb 9, 2026 |
| #11 | -2.79% Jul 16, 2024 - Jul 30, 2024 | -2.79% Sep 26, 2024 - Oct 4, 2024 |
| #12 | -2.19% Nov 11, 2024 - Nov 22, 2024 | -2.25% Apr 17, 2026 - Apr 30, 2026 |
| #13 | -2.13% Feb 12, 2024 - Feb 15, 2024 | -2.18% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -2.09% Jul 10, 2025 - Jul 23, 2025 | -1.69% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -2.05% Jan 15, 2026 - Feb 3, 2026 | -1.61% May 6, 2026 - May 8, 2026 |
Correlation
Correlation between DFVE and JADE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2026)
DFVE vs JADE dividend yield comparison.
| Year | DFVE | JADE |
|---|---|---|
| 2026 | 0.32% | 0.00% |
| 2025 | 1.52% | 2.29% |
| 2024 | 1.53% | 1.49% |
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