JAVA vs DFSD

Comparison between JPMORGAN ACTIVE VALUE ETF (JAVA, ETF) and DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF).

5-Year PerformanceJAVA has outperformed DFSD, delivering a return of +12.5% compared to +2.5%

JAVA vs DFSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JAVA(ETF)	DFSD(ETF)
Net Assets	$7B	$7.10B
Expense Ratio	0.44%	0.16%
Max Drawdown	17.08%	9.85%
Sharpe Ratio	1.70	-0.49
5Y Beta	0.72	0.04
P/E Ratio	21.37	N/A
Forward P/E	18.32	N/A
PEG Ratio	0.19	N/A
5Y EPS CAGR	14.65%	N/A
P/S Ratio	1.97	N/A
P/B Ratio	3.47	N/A

Net Assets

JAVA

$7B

Winner

DFSD

$7.10B

Expense Ratio

JAVA

0.44%

Winner

DFSD

0.16%

Max Drawdown

JAVA

17.08%

Winner

DFSD

9.85%

Sharpe Ratio

Winner

JAVA

1.70

DFSD

-0.49

5Y Beta

JAVA

0.72

Winner

DFSD

0.04

P/E Ratio

JAVA

21.37

DFSD

N/A

Forward P/E

JAVA

18.32

DFSD

N/A

PEG Ratio

JAVA

0.19

DFSD

N/A

5Y EPS CAGR

JAVA

14.65%

DFSD

N/A

P/S Ratio

JAVA

1.97

DFSD

N/A

P/B Ratio

JAVA

3.47

DFSD

N/A

JAVA vs DFSD - Historical Returns

Returns include dividend reinvestment.

Period	JAVA	DFSD
1 month	+3.53%	+0.35%
3 months	+9.17%	+0.70%
6 months	+9.20%	+0.20%
1 year	+26.01%	+3.02%
5 years(CAGR)	+12.54%	+2.51%
Max(CAGR)	+12.54%	+2.51%

Winner

JAVA

+3.53%

DFSD

+0.35%

Winner

JAVA

+9.17%

DFSD

+0.70%

Winner

JAVA

+9.20%

DFSD

+0.20%

Winner

JAVA

+26.01%

DFSD

+3.02%

5Y(CAGR)

Winner

JAVA

+12.54%

DFSD

+2.51%

Max(CAGR)

Winner

JAVA

+12.54%

DFSD

+2.51%

JAVA vs DFSD - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	JAVA	DFSD
2026	+14.99%	+1.03%
2025	+14.94%	+6.52%
2024	+15.14%	+4.53%
2023	+10.75%	+6.02%
2022	-1.75%	-5.69%
2021	+5.22%	-0.02%

JAVA vs DFSD Drawdown Comparison

The maximum drawdown for JAVA was -16.54%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.

The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.

The current JAVA drawdown is -1.00%. The current DFSD drawdown is -0.14%.

Rank	JAVA	DFSD
#1	-16.54% Nov 29, 2024 - Aug 22, 2025	-8.45% Nov 18, 2021 - Feb 1, 2024
#2	-16.06% Mar 29, 2022 - Jul 18, 2023	-1.47% Feb 27, 2026 - Jun 26, 2026
#3	-11.37% Jul 24, 2023 - Dec 13, 2023	-1.34% Apr 3, 2025 - Apr 28, 2025
#4	-8.29% Feb 6, 2026 - May 6, 2026	-0.67% Oct 1, 2024 - Nov 29, 2024
#5	-7.08% Nov 8, 2021 - Dec 29, 2021	-0.67% Dec 6, 2024 - Jan 27, 2025
#6	-6.89% Feb 9, 2022 - Mar 25, 2022	-0.62% Jun 26, 2026 - Aug 13, 2026
#7	-5.07% Jul 17, 2024 - Aug 19, 2024	-0.52% Apr 30, 2025 - May 27, 2025
#8	-5.03% Mar 28, 2024 - May 14, 2024	-0.50% Mar 27, 2024 - May 3, 2024
#9	-4.77% Jan 14, 2022 - Feb 9, 2022	-0.42% Feb 1, 2024 - Mar 5, 2024
#10	-4.17% Nov 12, 2025 - Nov 26, 2025	-0.42% Feb 5, 2025 - Feb 21, 2025
#11	-3.33% Oct 3, 2025 - Oct 23, 2025	-0.40% Jun 4, 2025 - Jun 12, 2025
#12	-3.14% May 17, 2024 - Jul 11, 2024	-0.37% Oct 22, 2025 - Nov 21, 2025
#13	-2.93% Aug 30, 2024 - Sep 17, 2024	-0.35% Nov 26, 2025 - Dec 16, 2025
#14	-2.54% Dec 28, 2023 - Jan 26, 2024	-0.34% Mar 3, 2025 - Mar 19, 2025
#15	-2.47% Oct 18, 2024 - Nov 6, 2024	-0.29% Jun 30, 2025 - Jul 21, 2025