JMBS vs DFSD
Comparison between JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF (JMBS, ETF) and DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF).
5-Year PerformanceDFSD has outperformed JMBS, delivering a return of +2.6% compared to +0.8%
JMBS vs DFSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JMBS vs DFSD - Historical Returns
Returns include dividend reinvestment.
JMBS vs DFSD - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | JMBS | DFSD |
|---|---|---|
| 2026 | +1.27% | +0.75% |
| 2025 | +8.67% | +6.52% |
| 2024 | +2.14% | +4.53% |
| 2023 | +5.34% | +6.02% |
| 2022 | -11.28% | -5.69% |
| 2021 | -0.50% | -0.02% |
| 2020 | +5.74% | N/A |
| 2019 | +6.91% | N/A |
| 2018 | +1.53% | N/A |
JMBS vs DFSD Drawdown Comparison
The maximum drawdown for JMBS was -16.68%, occurring on Oct 20, 2022. Recovery took 1027 trading sessions.
The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The current JMBS drawdown is -1.14%. The current DFSD drawdown is -0.25%.
| Rank | JMBS | DFSD |
|---|---|---|
| #1 | -16.68% Aug 3, 2021 - Sep 5, 2025 | -8.45% Nov 18, 2021 - Feb 1, 2024 |
| #2 | -4.28% Mar 9, 2020 - May 1, 2020 | -1.47% Feb 27, 2026 - Mar 26, 2026 |
| #3 | -3.06% Feb 27, 2026 - May 19, 2026 | -1.34% Apr 3, 2025 - Apr 28, 2025 |
| #4 | -1.46% Sep 13, 2018 - Dec 4, 2018 | -0.67% Oct 1, 2024 - Nov 29, 2024 |
| #5 | -0.97% Feb 3, 2021 - Aug 2, 2021 | -0.67% Dec 6, 2024 - Jan 27, 2025 |
| #6 | -0.93% Oct 28, 2025 - Nov 25, 2025 | -0.52% Apr 30, 2025 - May 27, 2025 |
| #7 | -0.78% Sep 15, 2025 - Oct 10, 2025 | -0.50% Mar 27, 2024 - May 3, 2024 |
| #8 | -0.68% Nov 26, 2025 - Dec 18, 2025 | -0.42% Feb 1, 2024 - Mar 5, 2024 |
| #9 | -0.67% Jun 11, 2020 - Aug 4, 2020 | -0.42% Feb 5, 2025 - Feb 21, 2025 |
| #10 | -0.65% Jan 14, 2026 - Feb 5, 2026 | -0.40% Jun 4, 2025 - Jun 12, 2025 |
| #11 | -0.58% Mar 27, 2019 - May 7, 2019 | -0.37% Oct 22, 2025 - Nov 21, 2025 |
| #12 | -0.53% Sep 4, 2019 - Oct 2, 2019 | -0.35% Nov 26, 2025 - Dec 16, 2025 |
| #13 | -0.49% Jan 4, 2019 - Jan 31, 2019 | -0.34% Mar 3, 2025 - Mar 19, 2025 |
| #14 | -0.48% Dec 30, 2025 - Jan 9, 2026 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #15 | -0.44% Oct 7, 2019 - Nov 5, 2019 | -0.28% Mar 8, 2024 - Mar 22, 2024 |
Correlation
Correlation between JMBS and DFSD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2018 - 2026)
JMBS vs DFSD dividend yield comparison.
| Year | JMBS | DFSD |
|---|---|---|
| 2026 | 2.18% | 0.91% |
| 2025 | 5.03% | 4.12% |
| 2024 | 5.53% | 4.81% |
| 2023 | 4.38% | 3.89% |
| 2022 | 2.73% | 2.12% |
| 2021 | 1.16% | 0.11% |
| 2020 | 2.92% | 0.00% |
| 2019 | 3.64% | 0.00% |
| 2018 | 0.89% | 0.00% |
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