JBND vs. DDV
JBND (Jpmorgan Active Bond ETF) and DDV (Defined Duration 5 ETF) are both Intermediate Core Bond funds. Both are actively managed. A 0.66 correlation means they provide meaningful diversification when combined. JBND charges 0.30%/yr vs 0.25%/yr for DDV.
Performance
JBND vs. DDV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JBND achieves a 0.98% return, which is significantly lower than DDV's 2.51% return.
JBND
- 1D
- 0.06%
- 1M
- 1.06%
- YTD
- 0.98%
- 6M
- 0.93%
- 1Y
- 4.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DDV
- 1D
- 0.22%
- 1M
- 0.18%
- YTD
- 2.51%
- 6M
- 2.52%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JBND vs. DDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JBND Jpmorgan Active Bond ETF | 0.98% | 0.39% |
DDV Defined Duration 5 ETF | 2.51% | 0.47% |
Correlation
The correlation between JBND and DDV is 0.66, 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 Nov 13, 2025 | 0.66 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JBND vs. DDV — Risk / Return Rank
JBND
DDV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JBND vs. DDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jpmorgan Active Bond ETF (JBND) and Defined Duration 5 ETF (DDV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JBND | DDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.68 | — | — |
| Martin ratioReturn relative to average drawdown | 4.79 | — | — |
Loading charts...
Drawdowns
JBND vs. DDV - Drawdown Comparison
The maximum JBND drawdown since its inception was -4.48%, which is greater than DDV's maximum drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for JBND and DDV.
Loading charts...
Drawdown Indicators
| JBND | DDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.48% | -1.92% | -2.56% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | — | — |
Current DrawdownCurrent decline from peak | -1.01% | 0.00% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -1.16% | -0.35% | -0.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | — | — |
Volatility
JBND vs. DDV - Volatility Comparison
Loading charts...
Volatility by Period
| JBND | DDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.18% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.78% | 2.69% | +1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.83% | 2.69% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.83% | 2.69% | +2.14% |
JBND vs. DDV - Expense Ratio Comparison
JBND has a 0.30% expense ratio, which is higher than DDV's 0.25% expense ratio.
Dividends
JBND vs. DDV - Dividend Comparison
JBND's dividend yield for the trailing twelve months is around 4.37%, more than DDV's 1.20% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
DDV Defined Duration 5 ETF | 1.20% | 0.42% | 0.00% | 0.00% |
JBND Jpmorgan Active Bond ETF | 4.37% | 4.42% | 4.58% | 1.00% |
Frequently Asked Questions
JBND and DDV have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DDV is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DDV is cheaper with a 0.25% expense ratio, compared with 0.30% for JBND.
JBND has the higher dividend yield at 4.37%, compared with 1.20% for DDV.
They also come from different issuers: JPMorgan and Discipline Funds. Their fees differ too: 0.30% for JBND and 0.25% for DDV.
Find the right allocation for JBND and DDV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer