JPIE vs DFAE
Comparison between JPMORGAN INCOME ETF (JPIE, ETF) and DIMENSIONAL EMERGING CORE EQUITY MARKET ETF (DFAE, ETF).
5-Year PerformanceDFAE has outperformed JPIE, delivering a return of +8.1% compared to +3.5%
JPIE vs DFAE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JPIE vs DFAE - Historical Returns
Returns include dividend reinvestment.
JPIE vs DFAE - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JPIE | DFAE |
|---|---|---|
| 2026 | +2.01% | +14.36% |
| 2025 | +7.34% | +31.67% |
| 2024 | +6.81% | +8.98% |
| 2023 | +6.88% | +11.92% |
| 2022 | -6.13% | -17.87% |
| 2021 | +0.30% | +2.49% |
| 2020 | N/A | +4.85% |
JPIE vs DFAE Drawdown Comparison
The maximum drawdown for JPIE was -9.97%, occurring on Oct 20, 2022. Recovery took 496 trading sessions.
The maximum drawdown for DFAE was -32.21%, occurring on Oct 24, 2022. Recovery took 835 trading sessions.
The current DFAE drawdown is -9.12%.
| Rank | JPIE | DFAE |
|---|---|---|
| #1 | -9.97% Dec 30, 2021 - Dec 20, 2023 | -32.21% Jun 2, 2021 - Sep 26, 2024 |
| #2 | -1.72% Apr 2, 2025 - Apr 25, 2025 | -18.12% Oct 7, 2024 - Jun 5, 2025 |
| #3 | -1.22% Nov 8, 2021 - Dec 29, 2021 | -12.80% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -1.15% Feb 27, 2026 - Apr 14, 2026 | -9.12% Jun 22, 2026 - Jul 16, 2026 |
| #5 | -1.13% Mar 28, 2024 - May 3, 2024 | -8.78% Feb 17, 2021 - Jun 1, 2021 |
| #6 | -0.91% Oct 1, 2024 - Dec 4, 2024 | -8.32% Jun 2, 2026 - Jun 18, 2026 |
| #7 | -0.83% Feb 1, 2024 - Mar 8, 2024 | -5.43% Jan 21, 2021 - Feb 9, 2021 |
| #8 | -0.81% Dec 29, 2023 - Jan 12, 2024 | -5.40% May 8, 2026 - May 26, 2026 |
| #9 | -0.69% Jan 12, 2024 - Jan 29, 2024 | -4.96% Oct 29, 2025 - Jan 2, 2026 |
| #10 | -0.68% Dec 23, 2024 - Jan 17, 2025 | -4.33% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -0.60% May 8, 2026 - May 28, 2026 | -3.23% Jan 28, 2026 - Feb 9, 2026 |
| #12 | -0.48% Dec 9, 2024 - Dec 23, 2024 | -3.17% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.46% May 15, 2024 - May 31, 2024 | -2.37% Jun 12, 2025 - Jun 24, 2025 |
| #14 | -0.42% Mar 8, 2024 - Mar 22, 2024 | -2.34% Dec 17, 2020 - Dec 29, 2020 |
| #15 | -0.37% Jan 21, 2025 - Jan 31, 2025 | -2.11% Apr 17, 2026 - Apr 24, 2026 |
Correlation
Correlation between JPIE and DFAE is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2020 - 2026)
JPIE vs DFAE dividend yield comparison.
| Year | JPIE | DFAE |
|---|---|---|
| 2026 | 2.75% | 0.70% |
| 2025 | 5.65% | 2.20% |
| 2024 | 6.11% | 2.35% |
| 2023 | 5.70% | 2.43% |
| 2022 | 4.49% | 2.85% |
| 2021 | 0.63% | 1.63% |
| 2020 | 0.00% | 0.01% |
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