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DYNB vs. JPIE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DYNB vs. JPIE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hartford Dynamic Bond ETF (DYNB) and JPMorgan Income ETF (JPIE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DYNB achieves a 0.40% return, which is significantly lower than JPIE's 1.51% return.


DYNB

1D
0.18%
1M
0.17%
YTD
0.40%
6M
0.47%
1Y
3Y*
5Y*
10Y*

JPIE

1D
0.09%
1M
0.39%
YTD
1.51%
6M
1.98%
1Y
5.83%
3Y*
6.55%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DYNB vs. JPIE - Yearly Performance Comparison


2026 (YTD)2025
DYNB
Hartford Dynamic Bond ETF
0.40%0.54%
JPIE
JPMorgan Income ETF
1.51%1.49%

Correlation

The correlation between DYNB and JPIE is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 25, 2025

0.79

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Return for Risk

DYNB vs. JPIE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DYNB

JPIE
JPIE Risk / Return Rank: 9494
Overall Rank
JPIE Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
JPIE Sortino Ratio Rank: 9696
Sortino Ratio Rank
JPIE Omega Ratio Rank: 9696
Omega Ratio Rank
JPIE Calmar Ratio Rank: 8888
Calmar Ratio Rank
JPIE Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DYNB vs. JPIE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Dynamic Bond ETF (DYNB) and JPMorgan Income ETF (JPIE). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

DYNB vs. JPIE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


DYNBJPIEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.69

Sharpe Ratio (All Time)

Calculated using the full available price history

0.48

0.99

-0.51

Drawdowns

DYNB vs. JPIE - Drawdown Comparison

The maximum DYNB drawdown since its inception was -2.61%, smaller than the maximum JPIE drawdown of -9.96%. Use the drawdown chart below to compare losses from any high point for DYNB and JPIE.


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Drawdown Indicators


DYNBJPIEDifference

Max Drawdown

Largest peak-to-trough decline

-2.61%

-9.96%

+7.35%

Max Drawdown (1Y)

Largest decline over 1 year

-1.15%

Max Drawdown (3Y)

Largest decline over 3 years

-2.40%

Current Drawdown

Current decline from peak

-0.93%

-0.04%

-0.89%

Average Drawdown

Average peak-to-trough decline

-0.63%

-2.09%

+1.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.23%

Volatility

DYNB vs. JPIE - Volatility Comparison


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Volatility by Period


DYNBJPIEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.61%

Volatility (6M)

Calculated over the trailing 6-month period

1.28%

Volatility (1Y)

Calculated over the trailing 1-year period

2.87%

1.59%

+1.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.87%

3.52%

-0.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.87%

3.52%

-0.65%

DYNB vs. JPIE - Expense Ratio Comparison

DYNB has a 0.60% expense ratio, which is higher than JPIE's 0.40% expense ratio.


Dividends

DYNB vs. JPIE - Dividend Comparison

DYNB's dividend yield for the trailing twelve months is around 2.64%, less than JPIE's 5.62% yield.


PositionTTM20252024202320222021
DYNB
Hartford Dynamic Bond ETF
2.64%1.03%0.00%0.00%0.00%0.00%
JPIE
JPMorgan Income ETF
5.62%5.65%6.11%5.70%4.49%0.63%

Frequently Asked Questions


DYNB and JPIE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, JPIE is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JPIE is cheaper with a 0.40% expense ratio, compared with 0.60% for DYNB.

JPIE has the higher dividend yield at 5.62%, compared with 2.64% for DYNB.

They also come from different issuers: Hartford Funds and JPMorgan. Their fees differ too: 0.60% for DYNB and 0.40% for JPIE.

Portfolio Optimizer

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