JBND vs. DDV

Last updated Aug 5, 2026

JBND (Jpmorgan Active Bond ETF) and DDV (Defined Duration 5 ETF) are both Intermediate Core Bond funds. Both are actively managed. Their 0.69 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.25% expense ratio.

Performance

JBND vs. DDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Jpmorgan Active Bond ETF (JBND) and Defined Duration 5 ETF (DDV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JBND achieves a 0.13% return, which is significantly lower than DDV's 2.83% return.

JBND

• 1D: 0.38%
• 1M: -0.54%
• 6M: 0.02%
• YTD: 0.13%
• 1Y: 2.80%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 6.74%

DDV

• 1D: 0.35%
• 1M: 0.41%
• 6M: 1.97%
• YTD: 2.83%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
DDV Defined Duration 5 ETF	$76.63K	$45.68K	$96.74K
JBND Jpmorgan Active Bond ETF	$43.82M	$43.67M	$54.12M

JBND vs. DDV - Yearly Performance Comparison

	2026 (YTD)	2025
JBND Jpmorgan Active Bond ETF	0.13%	0.39%
DDV Defined Duration 5 ETF	2.83%	0.47%

Correlation

The correlation between JBND and DDV is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 13, 2025	0.69

Return for Risk

JBND vs. DDV — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

JBND

JBND Risk / Return Rank: 27
JBND Sharpe Ratio Rank: 29
JBND Sortino Ratio Rank: 27
JBND Omega Ratio Rank: 26
JBND Calmar Ratio Rank: 28
JBND Martin Ratio Rank: 27

DDV

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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 ratio: Return per unit of total volatility	0.77	—	—
Sortino ratio: Return per unit of downside risk	1.12	—	—
Omega ratio: Gain probability vs. loss probability	1.13	—	—
Calmar ratio: Return relative to maximum drawdown	0.95	—	—
Martin ratio: Return relative to average drawdown	2.37	—	—

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.

Drawdown Indicators

	JBND	DDV	Difference
Max Drawdown Largest peak-to-trough decline	-4.48%	-1.92%	-2.56%
Max Drawdown (1Y) Largest decline over 1 year	-2.94%	—	—
Current Drawdown Current decline from peak	-1.83%	0.00%	-1.83%
Average Drawdown Average peak-to-trough decline	-1.18%	-0.33%	-0.85%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.18%	—	—

Volatility

Volatility by Period

	JBND	DDV	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.02%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.92%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	3.66%	2.66%	+1.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.79%	2.66%	+2.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.79%	2.66%	+2.13%

JBND vs. DDV - Expense Ratio Comparison

Both JBND and DDV have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

Dividends

JBND vs. DDV - Dividend Comparison

JBND's dividend yield for the trailing twelve months is around 4.44%, more than DDV's 1.62% yield.

Position	TTM	2025	2024	2023
DDV Defined Duration 5 ETF	1.62%	0.42%	0.00%	0.00%
JBND Jpmorgan Active Bond ETF	4.44%	4.42%	4.58%	1.00%

Frequently Asked Questions

Can I hold both JBND and DDV in my portfolio?

JBND and DDV have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JBND or DDV?

Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JBND or DDV?

JBND and DDV have the same expense ratio: 0.25% per year.

Which ETF pays a higher dividend yield, JBND or DDV?

JBND has the higher dividend yield at 4.44%, compared with 1.62% for DDV.

What is the main difference between JBND and DDV?

They also come from different issuers: JPMorgan and Discipline Funds.