BBIN vs. DFIC

The year-to-date returns for both investments are quite close, with BBIN having a 14.72% return and DFIC slightly higher at 15.26%.

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BBIN has a 0.07% expense ratio, which is lower than DFIC's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders International Equity ETF (BBIN) and DFA Dimensional International Core Equity 2 ETF (DFIC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BBIN Sharpe Ratio is 0.54, which is comparable to the DFIC Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of BBIN and DFIC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BBIN's dividend yield for the trailing twelve months is around 2.99%, more than DFIC's 2.66% yield.

The maximum BBIN drawdown since its inception was -33.37%, which is greater than DFIC's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for BBIN and DFIC. For additional features, visit the drawdowns tool.

JPMorgan BetaBuilders International Equity ETF (BBIN) has a higher volatility of 3.48% compared to DFA Dimensional International Core Equity 2 ETF (DFIC) at 3.07%. This indicates that BBIN's price experiences larger fluctuations and is considered to be riskier than DFIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.