JGRO vs DFAE
Comparison between JPMORGAN ACTIVE GROWTH ETF (JGRO, ETF) and DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE, ETF).
JGRO vs DFAE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JGRO
$10B
DFAE
$9.70B
Expense Ratio
JGRO
0.44%
Winner
DFAE
0.29%
Max Drawdown
Winner
JGRO
22.70%
DFAE
34.65%
Sharpe Ratio
JGRO
0.35
Winner
DFAE
1.19
5Y Beta
JGRO
1.18
Winner
DFAE
0.83
P/E Ratio
JGRO
40.14
DFAE
N/A
Forward P/E
JGRO
25.41
DFAE
N/A
5Y Dividends CAGR
JGRO
N/A
DFAE
59.34%
5Y EPS CAGR
JGRO
33.91%
DFAE
N/A
P/S Ratio
JGRO
4.83
DFAE
N/A
P/B Ratio
JGRO
11.19
DFAE
N/A
JGRO vs DFAE - Holdings Comparison
JGRO and DFAE have 0 common holdings. Overlap is 0.00%
JGRO's top 25 holdings weight is 65.43%. DFAE's top 25 holdings weight is 5.29%.
| Rank | JGRO | DFAE |
|---|---|---|
| #1 | ALPHABET INC CLASS C (GOOG) - 11.08% | PDD HOLDINGS INC ADR (PDD) - 0.81% |
| #2 | NVIDIA CORP (NVDA) - 10.70% | ICICI BANK LTD ADR (IBN) - 0.71% |
| #3 | APPLE INC (AAPL) - 5.31% | HDFC BANK LTD ADR (HDB) - 0.46% |
| #4 | BROADCOM INC (AVGO) - 4.45% | INFOSYS LTD ADR (INFY) - 0.45% |
| #5 | MICRON TECHNOLOGY INC (MU) - 3.13% | RELIANCE INDUSTRIES LTD GDR 144A (RLNIY) - 0.40% |
| #6 | ADVANCED MICRO DEVICES INC (AMD) - 2.91% | VALE SA ADR (VALE) - 0.27% |
| #7 | TESLA INC (TSLA) - 2.80% | ALIBABA GROUP HOLDING LTD ADR (BABA) - 0.24% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.42% | YUM CHINA HOLDINGS INC (YUMC) - 0.24% |
| #9 | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 2.31% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.22% |
| #10 | ELI LILLY AND CO (LLY) - 1.94% | GOLD FIELDS LTD ADR (GFI) - 0.18% |
| #11 | THE GOLDMAN SACHS GROUP INC (GS) - 1.74% | DR REDDY'S LABORATORIES LTD ADR (RDY) - 0.11% |
| #12 | n/a (TSM) - 1.49% | AMERICA MOVIL SAB DE CV ADR SERIES B (AMX) - 0.11% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.48% | ANGLOGOLD ASHANTI PLC (AU) - 0.10% |
| #14 | WESTERN DIGITAL CORP (WDC) - 1.44% | n/a (BGKKF) - 0.10% |
| #15 | PALO ALTO NETWORKS INC (PANW) - 1.27% | n/a (PAC) - 0.10% |
| #16 | GE VERNOVA INC (GEV) - 1.25% | TENCENT MUSIC ENTERTAINMENT GROUP ADR (TME) - 0.10% |
| #17 | MASTERCARD INC CLASS A (MA) - 1.24% | NETEASE INC ADR (NTES) - 0.10% |
| #18 | MICROSOFT CORP (MSFT) - 1.09% | CREDICORP LTD (BAP) - 0.10% |
| #19 | NATERA INC (NTRA) - 1.09% | VIPSHOP HOLDINGS LTD ADR (VIPS) - 0.09% |
| #20 | JOHNSON & JOHNSON (JNJ) - 1.09% | CEMEX SAB DE CV ADR (CX) - 0.08% |
| #21 | CATERPILLAR INC (CAT) - 1.07% | TRIP.COM GROUP LTD ADR (TCOM) - 0.07% |
| #22 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.06% | EMBRAER SA ADR (ERJ) - 0.07% |
| #23 | CIENA CORP (CIEN) - 1.06% | CHUNGHWA TELECOM CO LTD ADR (CHT) - 0.06% |
| #24 | APPLIED MATERIALS INC (AMAT) - 1.03% | HARMONY GOLD MINING CO LTD ADR (HMY) - 0.06% |
| #25 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.98% | KB FINANCIAL GROUP INC ADR (KB) - 0.06% |
| Total Holdings | 128 | 30 |
JGRO vs DFAE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JGRO
-3.21%
DFAE
-6.26%
3M
JGRO
+2.09%
Winner
DFAE
+2.65%
6M
JGRO
+1.41%
Winner
DFAE
+11.35%
1Y
JGRO
+8.36%
Winner
DFAE
+31.54%
5Y(CAGR)
JGRO
N/A
DFAE
+8.14%
Max(CAGR)
Winner
JGRO
+17.81%
DFAE
+9.60%
JGRO vs DFAE - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JGRO | DFAE |
|---|---|---|
| 2026 | +1.08% | +14.36% |
| 2025 | +14.51% | +31.67% |
| 2024 | +34.94% | +8.98% |
| 2023 | +38.76% | +11.92% |
| 2022 | -10.03% | -17.87% |
| 2021 | N/A | +2.49% |
| 2020 | N/A | +4.85% |
JGRO vs DFAE Drawdown Comparison
The maximum drawdown for JGRO was -22.70%, occurring on Apr 8, 2025. Recovery took 107 trading sessions.
The maximum drawdown for DFAE was -32.21%, occurring on Oct 24, 2022. Recovery took 835 trading sessions.
The current JGRO drawdown is -5.82%. The current DFAE drawdown is -9.12%.
| Rank | JGRO | DFAE |
|---|---|---|
| #1 | -22.70% Jan 23, 2025 - Jun 27, 2025 | -32.21% Jun 2, 2021 - Sep 26, 2024 |
| #2 | -17.88% Aug 16, 2022 - May 26, 2023 | -18.12% Oct 7, 2024 - Jun 5, 2025 |
| #3 | -16.44% Oct 29, 2025 - May 13, 2026 | -12.80% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -13.21% Jul 10, 2024 - Oct 11, 2024 | -9.12% Jun 22, 2026 - Jul 16, 2026 |
| #5 | -11.56% Jul 18, 2023 - Nov 20, 2023 | -8.78% Feb 17, 2021 - Jun 1, 2021 |
| #6 | -7.53% Mar 22, 2024 - May 15, 2024 | -8.32% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -6.47% Jun 2, 2026 - Jun 10, 2026 | -5.43% Jan 21, 2021 - Feb 9, 2021 |
| #8 | -5.03% Dec 16, 2024 - Jan 22, 2025 | -5.40% May 8, 2026 - May 26, 2026 |
| #9 | -3.41% Dec 28, 2023 - Jan 10, 2024 | -4.96% Oct 29, 2025 - Jan 2, 2026 |
| #10 | -3.31% Oct 8, 2025 - Oct 24, 2025 | -4.33% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -3.04% May 14, 2026 - Jun 1, 2026 | -3.23% Jan 28, 2026 - Feb 9, 2026 |
| #12 | -3.03% Oct 29, 2024 - Nov 6, 2024 | -3.17% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -2.99% Nov 12, 2024 - Dec 2, 2024 | -2.37% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -2.66% Jun 15, 2023 - Jun 30, 2023 | -2.34% Dec 17, 2020 - Dec 29, 2020 |
| #15 | -2.65% Aug 12, 2025 - Sep 8, 2025 | -2.11% Apr 17, 2026 - Apr 24, 2026 |
Correlation
Correlation between JGRO and DFAE is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2020 - 2026)
JGRO vs DFAE dividend yield comparison.
| Year | JGRO | DFAE |
|---|---|---|
| 2026 | 0.00% | 0.70% |
| 2025 | 0.16% | 2.20% |
| 2024 | 0.10% | 2.35% |
| 2023 | 0.17% | 2.43% |
| 2022 | 0.16% | 2.85% |
| 2021 | 0.00% | 1.63% |
| 2020 | 0.00% | 0.01% |
Select Stocks to Compare
Popular: JGRO vs SPYDFAE vs SPY
More Comparisons
Compare with similar stocks