JBND vs DFSV
Comparison between JPMORGAN ACTIVE BOND ETF (JBND, ETF) and DIMENSIONAL US SMALL CAP VALUE ETF (DFSV, ETF).
JBND vs DFSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JBND
$7.40B
Winner
DFSV
$7.50B
Expense Ratio
Winner
JBND
0.25%
DFSV
0.30%
Max Drawdown
Winner
JBND
5.89%
DFSV
28.52%
Sharpe Ratio
JBND
0.58
Winner
DFSV
1.30
5Y Beta
Winner
JBND
0.01
DFSV
1.00
P/E Ratio
JBND
N/A
DFSV
34.05
Forward P/E
JBND
N/A
DFSV
12.10
5Y EPS CAGR
JBND
N/A
DFSV
4.70%
Debt to Equity
JBND
N/A
DFSV
46.98%
P/S Ratio
JBND
N/A
DFSV
0.85
P/B Ratio
JBND
N/A
DFSV
1.33
JBND vs DFSV - Historical Returns
Returns include dividend reinvestment.
1M
JBND
-0.59%
Winner
DFSV
+0.69%
3M
JBND
-1.43%
Winner
DFSV
-0.18%
6M
JBND
+0.74%
Winner
DFSV
+17.77%
1Y
JBND
+6.05%
Winner
DFSV
+28.03%
5Y(CAGR)
JBND
N/A
DFSV
+11.20%
Max(CAGR)
JBND
+7.43%
Winner
DFSV
+11.20%
JBND vs DFSV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | JBND | DFSV |
|---|---|---|
| 2026 | +0.16% | +10.96% |
| 2025 | +8.10% | +8.99% |
| 2024 | +3.61% | +7.50% |
| 2023 | +7.75% | +19.82% |
| 2022 | N/A | +0.61% |
JBND vs DFSV Drawdown Comparison
The maximum drawdown for JBND was -4.48%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.
The maximum drawdown for DFSV was -28.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current JBND drawdown is -1.93%. The current DFSV drawdown is -2.93%.
| Rank | JBND | DFSV |
|---|---|---|
| #1 | -4.48% Sep 16, 2024 - Apr 3, 2025 | -28.01% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -3.23% Feb 1, 2024 - Jun 13, 2024 | -17.96% Feb 2, 2023 - Dec 14, 2023 |
| #3 | -2.64% Feb 27, 2026 - Mar 27, 2026 | -17.61% Mar 29, 2022 - Dec 2, 2022 |
| #4 | -2.62% Apr 4, 2025 - Jun 26, 2025 | -9.94% Jul 31, 2024 - Nov 6, 2024 |
| #5 | -1.94% Oct 13, 2023 - Nov 2, 2023 | -9.39% Feb 11, 2026 - Apr 20, 2026 |
| #6 | -1.49% Dec 27, 2023 - Feb 1, 2024 | -7.81% Dec 2, 2022 - Jan 12, 2023 |
| #7 | -1.24% Jun 18, 2024 - Jul 5, 2024 | -7.61% Mar 28, 2024 - May 15, 2024 |
| #8 | -1.14% Jul 1, 2025 - Jul 29, 2025 | -7.04% Dec 27, 2023 - Mar 21, 2024 |
| #9 | -1.11% Oct 22, 2025 - Nov 25, 2025 | -6.60% May 15, 2024 - Jul 15, 2024 |
| #10 | -1.09% Aug 5, 2024 - Aug 20, 2024 | -4.28% Mar 2, 2022 - Mar 16, 2022 |
| #11 | -0.87% Nov 26, 2025 - Jan 14, 2026 | -3.36% Nov 11, 2024 - Nov 25, 2024 |
| #12 | -0.75% Jul 17, 2024 - Jul 30, 2024 | -3.13% Dec 11, 2025 - Jan 6, 2026 |
| #13 | -0.72% Sep 16, 2025 - Oct 10, 2025 | -2.93% May 6, 2026 - May 13, 2026 |
| #14 | -0.70% Jan 14, 2026 - Feb 5, 2026 | -2.60% Jan 13, 2023 - Jan 23, 2023 |
| #15 | -0.58% Nov 8, 2023 - Nov 14, 2023 | -2.53% Jul 16, 2024 - Jul 26, 2024 |
Correlation
Correlation between JBND and DFSV is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2022 - 2026)
JBND vs DFSV dividend yield comparison.
| Year | JBND | DFSV |
|---|---|---|
| 2026 | 1.43% | 0.31% |
| 2025 | 4.42% | 1.53% |
| 2024 | 4.58% | 1.31% |
| 2023 | 1.00% | 1.29% |
| 2022 | 0.00% | 0.90% |
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