DFVX vs JCTR
Dimensional US Large Cap Vector ETF vs JPMorgan Carbon Transition US Equity ETF
Which is better, DFVX or JCTR?
JCTR has been ahead.
JCTR has a lower expense ratio. JCTR led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DFVX | JCTR |
|---|---|---|
| Expense Ratio | 0.19% | 0.15%Best |
| AUM | $551M | $7M |
| Dividend Yield | 1.13% | 0.94% |
| Holdings | 325 | 405 |
| Volatility (annualized) | 11.7% | 11.2%Best |
| Max Drawdown | -16.7%Best | -19.6% |
| $10,000 over 1.9 years | $14,546 | $15,696Best |
| Fund Family | Dimensional | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 2, 2023 | Dec 9, 2020 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 377 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. DFVX has data through Oct 15, 2026 and JCTR through Oct 3, 2025.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Nov 2, 2023 to Oct 3, 2025 (1.9 years).
Risk: Volatility and Drawdowns
DFVX has been the more volatile fund, with annualized monthly volatility of 11.7% compared with 11.2% for JCTR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -16.7% for DFVX and -19.6% for JCTR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DFVX charges 0.19% per year while JCTR charges 0.15%. On a $10,000 position that is $19 vs $15 annually, a gap of $4 per year that compounds over a long holding period. On income, DFVX currently yields 1.13% against 0.94% for JCTR.
You are not choosing between two funds in isolation.
Whichever of DFVX and JCTR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DFVX or JCTR?
DFVX has an expense ratio of 0.19% while JCTR charges 0.15%. JCTR is the cheaper option, by $4 a year on a $10,000 investment.
Which is riskier, DFVX or JCTR?
DFVX has been the more volatile fund at 11.7% annualized versus 11.2% for JCTR. Worst drawdown: DFVX -16.7% vs JCTR -19.6%.
Should I hold both DFVX and JCTR?
DFVX and JCTR have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, DFVX or JCTR?
DFVX yields 1.13% while JCTR yields 0.94%, so DFVX currently pays the higher dividend yield.
Is JCTR better than DFVX?
JCTR has a lower expense ratio. JCTR led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.94. Which one suits a particular account depends on what it is for. This is information, not a recommendation.