BBLL.DE vs. JEQA.DE
BBLL.DE (JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc)) and JEQA.DE (JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc)) are both exchange-traded funds - BBLL.DE is a Government Bonds fund tracking the ICE US Treasury 0-1 Year Index, while JEQA.DE is a Nasdaq-100 fund actively managed by JPMorgan. BBLL.DE is passively managed, while JEQA.DE is actively managed. Over the past year, BBLL.DE returned 2.10% vs 26.62% for JEQA.DE. At a 0.35 correlation, their price movements are largely independent. BBLL.DE charges 0.07%/yr vs 0.35%/yr for JEQA.DE.
Performance
BBLL.DE vs. JEQA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, BBLL.DE achieves a 2.66% return, which is significantly lower than JEQA.DE's 9.86% return.
BBLL.DE
- 1D
- -0.11%
- 1M
- 1.01%
- YTD
- 2.66%
- 6M
- 2.06%
- 1Y
- 2.10%
- 3Y*
- 1.85%
- 5Y*
- 4.31%
- 10Y*
- —
JEQA.DE
- 1D
- -0.39%
- 1M
- 4.42%
- YTD
- 9.86%
- 6M
- 10.20%
- 1Y
- 26.62%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBLL.DE vs. JEQA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BBLL.DE JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) | 2.66% | -7.37% | 3.92% |
JEQA.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) | 9.86% | 1.90% | 5.22% |
Correlation
The correlation between BBLL.DE and JEQA.DE is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2024 | 0.35 |
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Return for Risk
BBLL.DE vs. JEQA.DE — Risk / Return Rank
BBLL.DE
JEQA.DE
BBLL.DE vs. JEQA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) (BBLL.DE) and JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE). 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.
| BBLL.DE | JEQA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.90 | ||
| Sortino ratioReturn per unit of downside risk | -2.51 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.43 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 0.62 | 4.62 | -4.00 |
| Martin ratioReturn relative to average drawdown | 1.30 | 16.56 | -15.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBLL.DE | JEQA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 2.24 | -1.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.67 | -0.38 |
Drawdowns
BBLL.DE vs. JEQA.DE - Drawdown Comparison
The maximum BBLL.DE drawdown since its inception was -13.03%, smaller than the maximum JEQA.DE drawdown of -24.26%. Use the drawdown chart below to compare losses from any high point for BBLL.DE and JEQA.DE.
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Drawdown Indicators
| BBLL.DE | JEQA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.03% | -24.26% | +11.23% |
Max Drawdown (1Y)Largest decline over 1 year | -3.38% | -5.73% | +2.35% |
Max Drawdown (3Y)Largest decline over 3 years | -11.65% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -11.65% | — | — |
Current DrawdownCurrent decline from peak | -7.22% | -0.39% | -6.83% |
Average DrawdownAverage peak-to-trough decline | -6.14% | -5.85% | -0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 1.60% | +0.01% |
Volatility
BBLL.DE vs. JEQA.DE - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) (BBLL.DE) is 1.28%, while JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE) has a volatility of 1.37%. This indicates that BBLL.DE experiences smaller price fluctuations and is considered to be less risky than JEQA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBLL.DE | JEQA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.28% | 1.37% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 4.12% | 8.09% | -3.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.07% | 11.82% | -5.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.46% | 16.42% | -8.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.22% | 16.42% | -9.20% |
BBLL.DE vs. JEQA.DE - Expense Ratio Comparison
BBLL.DE has a 0.07% expense ratio, which is lower than JEQA.DE's 0.35% expense ratio.
Dividends
BBLL.DE vs. JEQA.DE - Dividend Comparison
Neither BBLL.DE nor JEQA.DE has paid dividends to shareholders.
Frequently Asked Questions
BBLL.DE and JEQA.DE have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBLL.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBLL.DE is cheaper with a 0.07% expense ratio, compared with 0.35% for JEQA.DE.
BBLL.DE is categorized as Government Bonds, while JEQA.DE is Nasdaq-100. Their fees differ too: 0.07% for BBLL.DE and 0.35% for JEQA.DE.
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