BBRT.L vs. INXG.L
BBRT.L (JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc)) and INXG.L (iShares £ Index-Linked Gilts UCITS ETF) are both Government Bonds funds - BBRT.L tracks the J.P. Morgan Government Bond US Index while INXG.L tracks the Bloomberg UK Government Inflation-Linked Bond Index. Both are passively managed. Over the past 5 years, BBRT.L returned 0.50%/yr vs -8.26%/yr for INXG.L. At a 0.33 correlation, their price movements are largely independent. BBRT.L charges 0.07%/yr vs 0.10%/yr for INXG.L.
Performance
BBRT.L vs. INXG.L - Performance Comparison
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Returns By Period
In the year-to-date period, BBRT.L achieves a -0.18% return, which is significantly lower than INXG.L's 0.04% return.
BBRT.L
- 1D
- 0.22%
- 1M
- 1.14%
- YTD
- -0.18%
- 6M
- -0.65%
- 1Y
- 4.56%
- 3Y*
- 0.09%
- 5Y*
- 0.50%
- 10Y*
- —
INXG.L
- 1D
- 0.44%
- 1M
- 1.08%
- YTD
- 0.04%
- 6M
- -0.73%
- 1Y
- 3.31%
- 3Y*
- -0.63%
- 5Y*
- -8.26%
- 10Y*
- -1.18%
BBRT.L vs. INXG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBRT.L JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | -0.18% | -0.87% | 2.21% | -1.99% | -2.50% | -1.20% | 4.45% | 3.80% |
INXG.L iShares £ Index-Linked Gilts UCITS ETF | 0.04% | 1.10% | -8.66% | 0.16% | -34.27% | 4.08% | 11.08% | 1.14% |
Correlation
The correlation between BBRT.L and INXG.L is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since May 8, 2019 | 0.33 |
Over the past year, the correlation between BBRT.L and INXG.L has dropped to 0.07 - well below their long-term average of 0.33, suggesting their price drivers have been diverging.
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Return for Risk
BBRT.L vs. INXG.L — Risk / Return Rank
BBRT.L
INXG.L
BBRT.L vs. INXG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L) and iShares £ Index-Linked Gilts UCITS ETF (INXG.L). 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.
| BBRT.L | INXG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.06 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.50 | +0.37 |
| Martin ratioReturn relative to average drawdown | 2.05 | 1.08 | +0.98 |
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
| BBRT.L | INXG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 0.33 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | -0.41 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | -0.71 | +0.76 |
Drawdowns
BBRT.L vs. INXG.L - Drawdown Comparison
The maximum BBRT.L drawdown since its inception was -24.57%, smaller than the maximum INXG.L drawdown of -99.05%. Use the drawdown chart below to compare losses from any high point for BBRT.L and INXG.L.
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Drawdown Indicators
| BBRT.L | INXG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.57% | -99.05% | +74.48% |
Max Drawdown (1Y)Largest decline over 1 year | -5.22% | -6.62% | +1.40% |
Max Drawdown (3Y)Largest decline over 3 years | -8.23% | -15.04% | +6.81% |
Max Drawdown (5Y)Largest decline over 5 years | -16.20% | -50.87% | +34.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.87% | — |
Current DrawdownCurrent decline from peak | -19.97% | -98.31% | +78.34% |
Average DrawdownAverage peak-to-trough decline | -16.82% | -97.27% | +80.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 3.06% | -0.85% |
Volatility
BBRT.L vs. INXG.L - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBRT.L) is 1.49%, while iShares £ Index-Linked Gilts UCITS ETF (INXG.L) has a volatility of 3.49%. This indicates that BBRT.L experiences smaller price fluctuations and is considered to be less risky than INXG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBRT.L | INXG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 3.49% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 4.49% | 7.26% | -2.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.10% | 9.89% | -3.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.83% | 20.07% | -11.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.57% | 17.47% | -7.90% |
BBRT.L vs. INXG.L - Expense Ratio Comparison
BBRT.L has a 0.07% expense ratio, which is lower than INXG.L's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BBRT.L vs. INXG.L - Dividend Comparison
BBRT.L has not paid dividends to shareholders, while INXG.L's dividend yield for the trailing twelve months is around 7.56%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBRT.L JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INXG.L iShares £ Index-Linked Gilts UCITS ETF | 7.56% | 7.23% | 5.77% | 0.43% | 0.00% | 0.00% | 0.61% | 1.36% | 1.95% | 1.28% | 0.65% | 1.94% |
Frequently Asked Questions
BBRT.L and INXG.L have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBRT.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBRT.L is cheaper with a 0.07% expense ratio, compared with 0.10% for INXG.L.
BBRT.L tracks J.P. Morgan Government Bond US Index, while INXG.L tracks Bloomberg UK Government Inflation-Linked Bond Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.07% for BBRT.L and 0.10% for INXG.L.
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