JMST vs DFSD
Comparison between JPMorgan Ultra-Short Municipal Income ETF (JMST, ETF) and DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF).
JMST vs DFSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMST
$6.30B
Winner
DFSD
$6.40B
Expense Ratio
JMST
0.18%
Winner
DFSD
0.16%
Max Drawdown
Winner
JMST
2.41%
DFSD
9.85%
Sharpe Ratio
JMST
-1.00
Winner
DFSD
0.56
5Y Beta
Winner
JMST
0.00
DFSD
0.03
5Y Dividends CAGR
JMST
37.41%
DFSD
N/A
JMST vs DFSD - Historical Returns
Returns include dividend reinvestment.
1M
JMST
+0.26%
Winner
DFSD
+0.26%
3M
Winner
JMST
+0.33%
DFSD
+0.10%
6M
JMST
+1.31%
Winner
DFSD
+1.36%
1Y
JMST
+3.11%
Winner
DFSD
+4.93%
5Y(CAGR)
JMST
+2.24%
Winner
DFSD
+2.58%
Max(CAGR)
JMST
+2.13%
Winner
DFSD
+2.58%
JMST vs DFSD - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | JMST | DFSD |
|---|---|---|
| 2026 | +0.80% | +0.64% |
| 2025 | +3.33% | +6.52% |
| 2024 | +3.33% | +4.53% |
| 2023 | +3.57% | +6.02% |
| 2022 | +0.09% | -5.69% |
| 2021 | +0.33% | -0.02% |
| 2020 | +2.00% | N/A |
| 2019 | +2.07% | N/A |
| 2018 | +0.70% | N/A |
JMST vs DFSD Drawdown Comparison
The maximum drawdown for JMST was -2.41%, occurring on Mar 20, 2020. Recovery took 29 trading sessions.
The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.
The current DFSD drawdown is -0.36%.
| Rank | JMST | DFSD |
|---|---|---|
| #1 | -2.41% Mar 9, 2020 - Apr 20, 2020 | -8.45% Nov 18, 2021 - Feb 1, 2024 |
| #2 | -1.15% Dec 29, 2021 - Dec 13, 2022 | -1.47% Feb 27, 2026 - Mar 26, 2026 |
| #3 | -0.71% Apr 1, 2025 - May 15, 2025 | -1.34% Apr 3, 2025 - Apr 28, 2025 |
| #4 | -0.32% May 16, 2023 - Jun 6, 2023 | -0.67% Oct 1, 2024 - Nov 29, 2024 |
| #5 | -0.26% Jan 31, 2023 - Mar 10, 2023 | -0.67% Dec 6, 2024 - Jan 27, 2025 |
| #6 | -0.25% Oct 29, 2025 - Nov 6, 2025 | -0.52% Apr 30, 2025 - May 27, 2025 |
| #7 | -0.25% Apr 13, 2023 - May 11, 2023 | -0.50% Mar 27, 2024 - May 3, 2024 |
| #8 | -0.22% Sep 13, 2023 - Oct 10, 2023 | -0.42% Feb 1, 2024 - Mar 5, 2024 |
| #9 | -0.21% Mar 17, 2026 - Apr 20, 2026 | -0.42% Feb 5, 2025 - Feb 21, 2025 |
| #10 | -0.20% Mar 25, 2025 - Apr 1, 2025 | -0.40% Jun 4, 2025 - Jun 12, 2025 |
| #11 | -0.19% Sep 20, 2021 - Dec 29, 2021 | -0.37% Oct 22, 2025 - Nov 21, 2025 |
| #12 | -0.18% Aug 21, 2019 - Oct 4, 2019 | -0.35% Nov 26, 2025 - Dec 16, 2025 |
| #13 | -0.17% Nov 5, 2024 - Nov 8, 2024 | -0.34% Mar 3, 2025 - Mar 19, 2025 |
| #14 | -0.17% Aug 6, 2024 - Aug 19, 2024 | -0.29% Jun 30, 2025 - Jul 21, 2025 |
| #15 | -0.16% Jan 31, 2024 - Feb 15, 2024 | -0.28% Mar 8, 2024 - Mar 22, 2024 |
Correlation
Correlation between JMST and DFSD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2018 - 2026)
JMST vs DFSD dividend yield comparison.
| Year | JMST | DFSD |
|---|---|---|
| 2026 | 0.86% | 0.62% |
| 2025 | 2.84% | 4.12% |
| 2024 | 3.32% | 4.81% |
| 2023 | 3.09% | 3.89% |
| 2022 | 1.10% | 2.12% |
| 2021 | 0.27% | 0.11% |
| 2020 | 0.87% | 0.00% |
| 2019 | 1.63% | 0.00% |
| 2018 | 0.28% | 0.00% |
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