JMUB vs DFSV
Comparison between JPMORGAN MUNICIPAL ETF (JMUB, ETF) and DIMENSIONAL US SMALL CAP VALUE ETF (DFSV, ETF).
JMUB vs DFSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JMUB
$7.50B
DFSV
$7.50B
Expense Ratio
Winner
JMUB
0.18%
DFSV
0.30%
Max Drawdown
Winner
JMUB
14.47%
DFSV
28.52%
Sharpe Ratio
JMUB
0.89
Winner
DFSV
1.57
5Y Beta
Winner
JMUB
0.02
DFSV
0.99
P/E Ratio
JMUB
N/A
DFSV
27.82
Forward P/E
JMUB
N/A
DFSV
11.64
5Y Dividends CAGR
JMUB
11.35%
DFSV
N/A
5Y EPS CAGR
JMUB
N/A
DFSV
4.71%
P/S Ratio
JMUB
N/A
DFSV
0.87
P/B Ratio
JMUB
N/A
DFSV
1.31
JMUB vs DFSV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JMUB
+0.50%
DFSV
-0.29%
3M
JMUB
+0.06%
Winner
DFSV
+5.79%
6M
JMUB
+1.45%
Winner
DFSV
+14.47%
1Y
JMUB
+5.89%
Winner
DFSV
+34.80%
5Y(CAGR)
JMUB
+1.22%
Winner
DFSV
+11.61%
Max(CAGR)
JMUB
+3.03%
Winner
DFSV
+11.61%
JMUB vs DFSV - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | JMUB | DFSV |
|---|---|---|
| 2026 | +1.16% | +13.47% |
| 2025 | +4.15% | +8.99% |
| 2024 | +1.90% | +7.50% |
| 2023 | +5.86% | +19.82% |
| 2022 | -7.39% | +0.61% |
| 2021 | +1.59% | N/A |
| 2020 | +4.88% | N/A |
| 2019 | +8.35% | N/A |
| 2018 | +2.81% | N/A |
JMUB vs DFSV Drawdown Comparison
The maximum drawdown for JMUB was -12.50%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.
The maximum drawdown for DFSV was -28.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current JMUB drawdown is -0.61%. The current DFSV drawdown is -1.39%.
| Rank | JMUB | DFSV |
|---|---|---|
| #1 | -12.50% Mar 9, 2020 - Aug 7, 2020 | -28.01% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -12.06% Jul 30, 2021 - Sep 5, 2024 | -17.96% Feb 2, 2023 - Dec 14, 2023 |
| #3 | -4.02% Feb 28, 2025 - Sep 5, 2025 | -17.61% Mar 29, 2022 - Dec 2, 2022 |
| #4 | -2.55% Feb 27, 2026 - Mar 24, 2026 | -9.94% Jul 31, 2024 - Nov 6, 2024 |
| #5 | -2.18% Oct 1, 2024 - Dec 4, 2024 | -9.39% Feb 11, 2026 - Apr 20, 2026 |
| #6 | -2.17% Feb 12, 2021 - Jun 8, 2021 | -7.81% Dec 2, 2022 - Jan 12, 2023 |
| #7 | -2.07% Dec 4, 2024 - Feb 26, 2025 | -7.61% Mar 28, 2024 - May 15, 2024 |
| #8 | -1.36% Aug 15, 2019 - Oct 9, 2019 | -7.04% Dec 27, 2023 - Mar 21, 2024 |
| #9 | -1.22% Aug 11, 2020 - Nov 20, 2020 | -6.60% May 15, 2024 - Jul 15, 2024 |
| #10 | -1.18% Oct 9, 2019 - Jan 3, 2020 | -4.28% Mar 2, 2022 - Mar 16, 2022 |
| #11 | -0.55% Jun 15, 2021 - Jul 8, 2021 | -3.65% May 6, 2026 - May 28, 2026 |
| #12 | -0.48% Mar 28, 2019 - Apr 29, 2019 | -3.36% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -0.45% Nov 11, 2025 - Nov 28, 2025 | -3.13% Dec 11, 2025 - Jan 6, 2026 |
| #14 | -0.42% Sep 17, 2025 - Oct 10, 2025 | -2.60% Jan 13, 2023 - Jan 23, 2023 |
| #15 | -0.36% Jan 31, 2020 - Feb 19, 2020 | -2.53% Jul 16, 2024 - Jul 26, 2024 |
Correlation
Correlation between JMUB and DFSV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2018 - 2026)
JMUB vs DFSV dividend yield comparison.
| Year | JMUB | DFSV |
|---|---|---|
| 2026 | 1.50% | 0.31% |
| 2025 | 3.52% | 1.53% |
| 2024 | 3.50% | 1.31% |
| 2023 | 3.20% | 1.29% |
| 2022 | 2.16% | 0.90% |
| 2021 | 1.94% | 0.00% |
| 2020 | 2.13% | 0.00% |
| 2019 | 3.66% | 0.00% |
| 2018 | 0.45% | 0.00% |
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