JPHY vs DFSU
Comparison between JPMORGAN ACTIVE HIGH YIELD ETF (JPHY, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).
JPHY vs DFSU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JPHY
$2.20B
DFSU
$2.20B
Expense Ratio
JPHY
0.45%
Winner
DFSU
0.15%
Max Drawdown
Winner
JPHY
2.76%
DFSU
20.33%
Sharpe Ratio
JPHY
0.82
Winner
DFSU
1.25
5Y Beta
Winner
JPHY
0.17
DFSU
0.98
P/E Ratio
JPHY
N/A
DFSU
25.65
Forward P/E
JPHY
N/A
DFSU
19.20
5Y EPS CAGR
JPHY
N/A
DFSU
25.36%
P/S Ratio
JPHY
N/A
DFSU
2.38
P/B Ratio
JPHY
N/A
DFSU
4.60
JPHY vs DFSU - Historical Returns
Returns include dividend reinvestment.
1M
JPHY
+0.09%
Winner
DFSU
+2.10%
3M
JPHY
+0.90%
Winner
DFSU
+7.85%
6M
JPHY
+1.93%
Winner
DFSU
+7.90%
1Y
JPHY
+6.31%
Winner
DFSU
+20.93%
Max(CAGR)
JPHY
+6.20%
Winner
DFSU
+20.39%
JPHY vs DFSU - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | JPHY | DFSU |
|---|---|---|
| 2026 | +2.36% | +9.72% |
| 2025 | +4.00% | +15.92% |
| 2024 | N/A | +23.88% |
| 2023 | N/A | +26.67% |
| 2022 | N/A | +0.65% |
JPHY vs DFSU Drawdown Comparison
The maximum drawdown for JPHY was -1.65%, occurring on Mar 27, 2026. Recovery took 40 trading sessions.
The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The current JPHY drawdown is -0.26%. The current DFSU drawdown is -0.04%.
| Rank | JPHY | DFSU |
|---|---|---|
| #1 | -1.65% Feb 9, 2026 - Apr 8, 2026 | -19.88% Dec 4, 2024 - Jul 1, 2025 |
| #2 | -0.98% Oct 2, 2025 - Oct 22, 2025 | -11.40% Jul 31, 2023 - Dec 8, 2023 |
| #3 | -0.82% Oct 27, 2025 - Nov 26, 2025 | -10.12% Jan 12, 2026 - Apr 17, 2026 |
| #4 | -0.64% May 6, 2026 - May 26, 2026 | -9.51% Feb 2, 2023 - Jun 8, 2023 |
| #5 | -0.49% Jul 6, 2026 - Jul 13, 2026 | -8.14% Jul 16, 2024 - Aug 23, 2024 |
| #6 | -0.43% Apr 17, 2026 - May 1, 2026 | -7.36% Dec 1, 2022 - Jan 26, 2023 |
| #7 | -0.41% Aug 13, 2025 - Aug 22, 2025 | -6.25% Mar 28, 2024 - May 15, 2024 |
| #8 | -0.41% Jul 2, 2025 - Jul 22, 2025 | -5.18% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -0.40% Jun 2, 2026 - Jun 11, 2026 | -4.70% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -0.35% Nov 28, 2025 - Dec 3, 2025 | -3.48% Jun 4, 2026 - Jul 1, 2026 |
| #11 | -0.33% Sep 22, 2025 - Oct 1, 2025 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -0.26% Dec 3, 2025 - Dec 22, 2025 | -3.19% Nov 2, 2022 - Nov 10, 2022 |
| #13 | -0.23% Aug 27, 2025 - Sep 3, 2025 | -2.93% Jul 28, 2025 - Aug 12, 2025 |
| #14 | -0.21% May 1, 2026 - May 6, 2026 | -2.87% Oct 18, 2024 - Nov 6, 2024 |
| #15 | -0.21% Apr 9, 2026 - Apr 13, 2026 | -2.70% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between JPHY and DFSU is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2022 - 2026)
JPHY vs DFSU dividend yield comparison.
| Year | JPHY | DFSU |
|---|---|---|
| 2026 | 3.12% | 0.42% |
| 2025 | 3.32% | 0.85% |
| 2024 | 0.00% | 0.96% |
| 2023 | 0.00% | 1.03% |
| 2022 | 0.00% | 0.21% |
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