JPEF vs DFEV
Comparison between JPMORGAN EQUITY FOCUS ETF (JPEF, ETF) and DIMENSIONAL EMERGING MARKETS VALUE ETF (DFEV, ETF).
JPEF vs DFEV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPEF
$2B
DFEV
$2B
Expense Ratio
JPEF
0.44%
Winner
DFEV
0.43%
Max Drawdown
Winner
JPEF
18.10%
DFEV
20.42%
Sharpe Ratio
JPEF
1.05
Winner
DFEV
1.43
5Y Beta
JPEF
0.94
Winner
DFEV
0.75
P/E Ratio
JPEF
26.16
DFEV
N/A
Forward P/E
JPEF
20.77
DFEV
N/A
PEG Ratio
JPEF
0.33
DFEV
N/A
5Y EPS CAGR
JPEF
30.48%
DFEV
N/A
Debt to Equity
JPEF
-58.58%
DFEV
N/A
P/S Ratio
JPEF
4.98
DFEV
N/A
P/B Ratio
JPEF
4.98
DFEV
N/A
JPEF vs DFEV - Holdings Comparison
JPEF and DFEV have 1 common holdings. Overlap is -0.31%
JPEF's top 25 holdings weight is 80.34%. DFEV's top 25 holdings weight is 25.95%.
| Rank | JPEF | DFEV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.97% | SK HYNIX INC (n/a) - 3.72% |
| #2 | ALPHABET INC CLASS C (GOOG) - 6.50% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.13% |
| #3 | APPLE INC (AAPL) - 5.14% | RELIANCE INDUSTRIES LTD (n/a) - 2.11% |
| #4 | AMAZON.COM INC (AMZN) - 4.49% | n/a (n/a) - 1.54% |
| #5 | BROADCOM INC (AVGO) - 3.85% | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.51% |
| #6 | MICROSOFT CORP (MSFT) - 3.35% | n/a (n/a) - 1.37% |
| #7 | MORGAN STANLEY (MS) - 3.21% | n/a (n/a) - 1.30% |
| #8 | JOHNSON & JOHNSON (JNJ) - 3.07% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 1.26% |
| #9 | ANALOG DEVICES INC (ADI) - 2.98% | HYUNDAI MOTOR CO (n/a) - 1.03% |
| #10 | LOEWS CORP (L) - 2.92% | AXIS BANK LTD (n/a) - 1.01% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 2.86% | SAMSUNG ELECTRONICS CO LTD (n/a) - 0.98% |
| #12 | M&T BANK CORP (MTB) - 2.76% | PETROCHINA CO LTD CLASS H (n/a) - 0.89% |
| #13 | UNITED RENTALS INC (URI) - 2.68% | BANK OF CHINA LTD CLASS H (n/a) - 0.87% |
| #14 | META PLATFORMS INC CLASS A (META) - 2.64% | VALE SA ADR (VALE) - 0.83% |
| #15 | NEXTERA ENERGY INC (NEE) - 2.55% | SAUDI NATIONAL BANK (n/a) - 0.75% |
| #16 | KINDER MORGAN INC CLASS P (KMI) - 2.49% | STATE BANK OF INDIA (n/a) - 0.69% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 2.44% | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.65% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 2.39% | ORLEN SA (n/a) - 0.65% |
| #19 | PALO ALTO NETWORKS INC (PANW) - 2.27% | KB FINANCIAL GROUP INC (n/a) - 0.63% |
| #20 | GILEAD SCIENCES INC (GILD) - 2.23% | TATA STEEL LTD (n/a) - 0.60% |
| #21 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.22% | BANK BRADESCO SA PARTICIPATING PREFERRED (n/a) - 0.30% |
| #22 | ECOLAB INC (ECL) - 2.15% | SAMSUNG E&A (n/a) - 0.30% |
| #23 | MICRON TECHNOLOGY INC (MU) - 2.11% | TS FINANCIAL HOLDING CO LTD (n/a) - 0.28% |
| #24 | CANADIAN PACIFIC KANSAS CITY LTD (CP) - 2.09% | SAUDI BRITISH BANK (n/a) - 0.28% |
| #25 | HCA HEALTHCARE INC (HCA) - 1.98% | SAUDI BASIC INDUSTRIES CORP (n/a) - 0.27% |
| Total Holdings | 41 | 2552 |
JPEF vs DFEV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JPEF
+1.96%
DFEV
-3.17%
3M
Winner
JPEF
+3.27%
DFEV
-1.45%
6M
JPEF
+8.86%
Winner
DFEV
+10.85%
1Y
JPEF
+16.60%
Winner
DFEV
+37.51%
5Y(CAGR)
JPEF
N/A
DFEV
+15.78%
Max(CAGR)
Winner
JPEF
+18.62%
DFEV
+15.78%
JPEF vs DFEV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | JPEF | DFEV |
|---|---|---|
| 2026 | +10.44% | +19.84% |
| 2025 | +11.96% | +33.08% |
| 2024 | +28.45% | +8.41% |
| 2023 | +5.72% | +15.21% |
| 2022 | N/A | -6.68% |
JPEF vs DFEV Drawdown Comparison
The maximum drawdown for JPEF was -18.09%, occurring on Apr 8, 2025. Recovery took 108 trading sessions.
The maximum drawdown for DFEV was -18.47%, occurring on Oct 31, 2022. Recovery took 279 trading sessions.
The current JPEF drawdown is -0.61%. The current DFEV drawdown is -7.82%.
| Rank | JPEF | DFEV |
|---|---|---|
| #1 | -18.09% Jan 23, 2025 - Jun 30, 2025 | -18.47% May 4, 2022 - Jun 14, 2023 |
| #2 | -9.38% Jul 31, 2023 - Nov 20, 2023 | -17.94% Oct 7, 2024 - Jun 4, 2025 |
| #3 | -8.37% Jul 16, 2024 - Aug 30, 2024 | -13.84% Jun 22, 2026 - Jul 29, 2026 |
| #4 | -8.25% Feb 25, 2026 - Apr 15, 2026 | -11.35% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -5.29% Mar 21, 2024 - May 15, 2024 | -10.73% Jul 31, 2023 - Dec 28, 2023 |
| #6 | -4.88% Oct 28, 2025 - Dec 26, 2025 | -9.35% Jul 12, 2024 - Sep 24, 2024 |
| #7 | -4.60% May 14, 2026 - Jul 15, 2026 | -7.91% Jun 2, 2026 - Jun 18, 2026 |
| #8 | -4.44% Aug 30, 2024 - Sep 19, 2024 | -5.71% Dec 29, 2023 - Feb 16, 2024 |
| #9 | -4.22% Jul 15, 2026 - Aug 3, 2026 | -5.09% May 11, 2026 - May 26, 2026 |
| #10 | -4.15% Dec 16, 2024 - Jan 22, 2025 | -4.66% Apr 9, 2024 - Apr 29, 2024 |
| #11 | -3.31% Oct 18, 2024 - Nov 6, 2024 | -4.26% May 17, 2024 - Jul 3, 2024 |
| #12 | -2.80% Oct 8, 2025 - Oct 20, 2025 | -4.11% Nov 12, 2025 - Dec 26, 2025 |
| #13 | -2.72% Dec 26, 2025 - Jan 27, 2026 | -3.57% Oct 6, 2025 - Oct 16, 2025 |
| #14 | -2.12% Jul 28, 2025 - Aug 12, 2025 | -3.42% Jun 15, 2023 - Jul 12, 2023 |
| #15 | -2.01% Jan 29, 2024 - Feb 2, 2024 | -3.42% Jul 23, 2025 - Aug 13, 2025 |
Correlation
Correlation between JPEF and DFEV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2022 - 2026)
JPEF vs DFEV dividend yield comparison.
| Year | JPEF | DFEV |
|---|---|---|
| 2026 | 0.00% | 0.67% |
| 2025 | 0.70% | 2.69% |
| 2024 | 0.71% | 3.17% |
| 2023 | 0.39% | 3.47% |
| 2022 | 0.00% | 3.35% |
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