DFGP vs. JCPB
Compare and contrast key facts about Dimensional Global Core Plus Fixed Income ETF (DFGP) and JPMorgan Core Plus Bond ETF (JCPB).
DFGP and JCPB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DFGP is an actively managed fund by Dimensional. It was launched on Nov 7, 2023. JCPB is an actively managed fund by JPMorgan Chase. It was launched on Jan 28, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFGP or JCPB.
Correlation
The correlation between DFGP and JCPB is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFGP vs. JCPB - Performance Comparison
Key characteristics
DFGP:
1.26
JCPB:
1.24
DFGP:
1.82
JCPB:
1.81
DFGP:
1.22
JCPB:
1.21
DFGP:
1.89
JCPB:
0.63
DFGP:
5.15
JCPB:
3.23
DFGP:
1.11%
JCPB:
1.92%
DFGP:
4.55%
JCPB:
5.00%
DFGP:
-3.04%
JCPB:
-16.67%
DFGP:
-0.70%
JCPB:
-3.01%
Returns By Period
In the year-to-date period, DFGP achieves a 1.10% return, which is significantly lower than JCPB's 1.67% return.
DFGP
1.10%
0.94%
0.47%
5.87%
N/A
N/A
JCPB
1.67%
1.38%
-0.27%
6.42%
0.65%
N/A
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DFGP vs. JCPB - Expense Ratio Comparison
DFGP has a 0.22% expense ratio, which is lower than JCPB's 0.40% expense ratio.
Risk-Adjusted Performance
DFGP vs. JCPB — Risk-Adjusted Performance Rank
DFGP
JCPB
DFGP vs. JCPB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Global Core Plus Fixed Income ETF (DFGP) and JPMorgan Core Plus Bond ETF (JCPB). 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.
Dividends
DFGP vs. JCPB - Dividend Comparison
DFGP's dividend yield for the trailing twelve months is around 4.34%, less than JCPB's 5.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
DFGP Dimensional Global Core Plus Fixed Income ETF | 4.34% | 4.51% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% |
JCPB JPMorgan Core Plus Bond ETF | 5.09% | 5.16% | 4.32% | 3.00% | 2.19% | 2.97% | 3.23% |
Drawdowns
DFGP vs. JCPB - Drawdown Comparison
The maximum DFGP drawdown since its inception was -3.04%, smaller than the maximum JCPB drawdown of -16.67%. Use the drawdown chart below to compare losses from any high point for DFGP and JCPB. For additional features, visit the drawdowns tool.
Volatility
DFGP vs. JCPB - Volatility Comparison
Dimensional Global Core Plus Fixed Income ETF (DFGP) and JPMorgan Core Plus Bond ETF (JCPB) have volatilities of 1.35% and 1.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.