DFIGX vs. JPLD
Compare and contrast key facts about DFA Intermediate Government Fixed Income Portfolio (DFIGX) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD).
DFIGX is managed by Dimensional Fund Advisors LP. It was launched on Oct 18, 1990. JPLD is an actively managed fund by JPMorgan. It was launched on Feb 2, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFIGX or JPLD.
Correlation
The correlation between DFIGX and JPLD is 0.75, 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
DFIGX vs. JPLD - Performance Comparison
Key characteristics
DFIGX:
-0.03
JPLD:
3.67
DFIGX:
-0.00
JPLD:
6.05
DFIGX:
1.00
JPLD:
1.80
DFIGX:
-0.01
JPLD:
9.43
DFIGX:
-0.07
JPLD:
27.59
DFIGX:
2.22%
JPLD:
0.24%
DFIGX:
5.54%
JPLD:
1.82%
DFIGX:
-19.56%
JPLD:
-0.71%
DFIGX:
-13.51%
JPLD:
-0.29%
Returns By Period
In the year-to-date period, DFIGX achieves a -0.25% return, which is significantly lower than JPLD's 6.29% return.
DFIGX
-0.25%
-1.10%
-0.02%
-0.07%
-0.85%
0.93%
JPLD
6.29%
0.43%
2.96%
6.62%
N/A
N/A
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DFIGX vs. JPLD - Expense Ratio Comparison
DFIGX has a 0.11% expense ratio, which is lower than JPLD's 0.24% 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%.
Risk-Adjusted Performance
DFIGX vs. JPLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Intermediate Government Fixed Income Portfolio (DFIGX) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD). 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
DFIGX vs. JPLD - Dividend Comparison
DFIGX's dividend yield for the trailing twelve months is around 1.98%, less than JPLD's 4.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIGX DFA Intermediate Government Fixed Income Portfolio | 1.98% | 2.33% | 1.78% | 1.32% | 1.62% | 2.17% | 2.19% | 2.03% | 2.00% | 2.04% | 2.22% | 2.49% |
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF | 4.47% | 1.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFIGX vs. JPLD - Drawdown Comparison
The maximum DFIGX drawdown since its inception was -19.56%, which is greater than JPLD's maximum drawdown of -0.71%. Use the drawdown chart below to compare losses from any high point for DFIGX and JPLD. For additional features, visit the drawdowns tool.
Volatility
DFIGX vs. JPLD - Volatility Comparison
DFA Intermediate Government Fixed Income Portfolio (DFIGX) has a higher volatility of 1.84% compared to J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD) at 0.51%. This indicates that DFIGX's price experiences larger fluctuations and is considered to be riskier than JPLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.