Data as of Oct 28, 2026.
DFSD vs JSCP: Differences, Returns & Fees
DFSD's duration was 2.9 years on Jul 31, 2026 and JSCP's 2.9 on Aug 31, 2026; DFSD charges 0.16% to JSCP's 0.33%.
askIQ about this page
askIQ about DFSD and JSCP
Net assets: $7.1bn on Jul 31, 2026 for Dimensional Short-Duration Fixed Income ETF, and $1.8bn on Oct 28, 2026 for JPMorgan Short Duration Core Plus ETF.
Pair scorecard
DFSD costs 0.17 points a year less; their one-year returns differ by 0.2 points.
| Measure | DFSD | JSCP |
|---|---|---|
| Return | ||
| Total return, 1 year | +1.1% | +1.3% |
| Benchmark | ||
| What it tracks | No index, actively managed | No index, actively managed |
| Cost and size | ||
| Expense ratio | 0.16% | 0.33% |
| Net assets, DFSD as of Jul 31, 2026 and JSCP as of Oct 28, 2026 | $7.1bn | $1.8bn |
| Holdings | ||
| Holdings in common | 1% | |
Holdings in common uses holdings dated Jul 31, 2026 and Aug 31, 2026. Method
Risk and return
Nov 26, 2021 to Oct 23, 2026 · 256 weekly returns · each against AGGJSCP returned slightly more: +13.1% to +11.9%. DFSD swung less: 2.5% to 2.8%. JSCP fell slightly less at its worst: −8.1% to −8.3%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | DFSD | JSCP | AGG | Edge | How it is measured |
|---|---|---|---|---|---|
| Return | |||||
| Total return | +11.9% | +13.1% | JSCP (slight) | Price change plus distributions, reinvested. | |
| Annualized | +2.3% | +2.5% | JSCP (slight) | Total return as a yearly rate. | |
| Price return | −6.7% | −7.1% | DFSD (slight) | Price change alone, distributions left out. | |
| Risk | |||||
| Volatility | 2.5% | 2.8% | DFSD | Spread of weekly returns, annualized. Lower is steadier. | |
| Downside deviation | 1.9% | 2.0% | DFSD (slight) | Like volatility, counting only weeks below the Treasury bill rate. | |
| Max drawdown | −8.3% | −8.1% | JSCP (slight) | Deepest fall from a high to the low after it. | |
| Upside capture | 39.0% | 45.1% | 100.0% | JSCP | Share of its benchmark's rise caught in the weeks it rose. |
| Downside capture | 32.6% | 37.6% | 100.0% | DFSD | Share of its benchmark's fall taken in the weeks it fell. Lower is better. |
| Beta | 0.35 | 0.43 | 1.00 | DFSD lower | How far it moves for each 1% its benchmark moves. |
| R squared | 0.72 | 0.79 | 1.00 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | |||||
| Sharpe | −0.69 | −0.52 | JSCP | Return above Treasury bills per unit of volatility. | |
| Sortino | −0.87 | −0.71 | JSCP | Return above Treasury bills per unit of downside deviation. | |
| Treynor | −0.048 | −0.034 | −0.041 | JSCP | Return above Treasury bills per unit of beta. |
| Calmar | 0.28 | 0.31 | JSCP | Annualized return divided by the max drawdown. | |
| Against the benchmark | |||||
| Benchmark | AGG | AGG | AGG | The ETF each fund is measured against. | |
| Alpha | −0.2% a year | +0.3% a year | 0.0% | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | −0.40 | 0.50 | Not an edge | How sure the alpha is. Below 2, it could be chance. | |
| Alpha range | −1.4% to +0.9% | −0.9% to +1.5% | Both include zero | The 95% range for the yearly alpha. | |
| Information ratio | 0.60 | 0.73 | JSCP | Return against its benchmark per unit of tracking error. | |
| Tracking error | 4.0% | 3.6% | 0.0% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 256 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, DFSD and JSCP hold 1% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Aug 31, 2026.
half
1% in common
Only in one fund ↓
Side by side
DFSD and JSCP on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
DFSD and JSCP are built for the same job. How do they differ in cost, holdings and results?
- Holdings in common. 1% of the weight is in the same securities (holdings dated Jul 31, 2026 and Aug 31, 2026).
- Cost. DFSD charges 0.16% of assets a year and JSCP 0.33%, a gap of 0.17 points.
- What each follows (similar). Both follow No index, actively managed.
Data as of Oct 28, 2026.
The two-page PDF for this pair is coming. Save the comparison to follow its changes. Free. It needs an email sign-in, once.
DFSD
DFSD is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +1.1% with distributions reinvested, against −1.4% for its benchmark, the Bloomberg U.S. Aggregate Bond Index. The prospectus expense ratio is 0.16% a year.
JSCP
JSCP is actively managed and tracks no index. Over the year to Oct 28, 2026 it returned +1.3% with distributions reinvested, against −1.4% for its benchmark, the Bloomberg U.S. Aggregate Index. The prospectus expense ratio is 0.33% a year.
Questions people ask
- Which returned more over the last year, DFSD or JSCP?
- In the year to Oct 28, 2026, with distributions reinvested, DFSD returned +1.1% and JSCP +1.3%.
- Which is cheaper, DFSD or JSCP?
- DFSD is cheaper, by 0.17 percentage points a year. That is about $17 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, DFSD against JSCP, data as of Oct 28, 2026. https://etfiq.com/compare/any/dfsd-vs-jscp
ETFIQ. (Oct 28, 2026). DFSD against JSCP. Retrieved from https://etfiq.com/compare/any/dfsd-vs-jscp
[DFSD against JSCP (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/dfsd-vs-jscp)
Free to use with attribution for data ETFIQ computes; issuer data stays under its owner's terms.