BBTR.DE vs. 36BD.DE
Compare and contrast key facts about JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) and iShares USD Development Bank Bonds UCITS ETF USD Acc (36BD.DE).
BBTR.DE and 36BD.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBTR.DE is a passively managed fund by JPMorgan that tracks the performance of the JP Morgan Government Bond US. It was launched on Apr 25, 2019. 36BD.DE is a passively managed fund by iShares that tracks the performance of the FTSE World Broad Investment-Grade USD Multilateral Development Bank Bond Capped. It was launched on Dec 6, 2019. Both BBTR.DE and 36BD.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BBTR.DE vs. 36BD.DE - Performance Comparison
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BBTR.DE vs. 36BD.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BBTR.DE JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 1.39% | -5.45% | 6.15% | 0.23% | -7.48% | 5.55% |
36BD.DE iShares USD Development Bank Bonds UCITS ETF USD Acc | 1.49% | -5.15% | 8.61% | 0.84% | -1.81% | 3.54% |
Returns By Period
In the year-to-date period, BBTR.DE achieves a 1.39% return, which is significantly lower than 36BD.DE's 1.49% return.
BBTR.DE
- 1D
- -0.54%
- 1M
- -0.60%
- YTD
- 1.39%
- 6M
- 1.87%
- 1Y
- -4.20%
- 3Y*
- 0.31%
- 5Y*
- -0.08%
- 10Y*
- —
36BD.DE
- 1D
- -0.63%
- 1M
- -0.27%
- YTD
- 1.49%
- 6M
- 2.20%
- 1Y
- -3.07%
- 3Y*
- 1.59%
- 5Y*
- —
- 10Y*
- —
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BBTR.DE vs. 36BD.DE - Expense Ratio Comparison
BBTR.DE has a 0.07% expense ratio, which is lower than 36BD.DE's 0.15% 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%.
Return for Risk
BBTR.DE vs. 36BD.DE — Risk / Return Rank
BBTR.DE
36BD.DE
BBTR.DE vs. 36BD.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) and iShares USD Development Bank Bonds UCITS ETF USD Acc (36BD.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.
| BBTR.DE | 36BD.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.56 | -0.45 | -0.11 |
Sortino ratioReturn per unit of downside risk | -0.68 | -0.55 | -0.13 |
Omega ratioGain probability vs. loss probability | 0.91 | 0.93 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | -0.44 | -0.38 | -0.07 |
Martin ratioReturn relative to average drawdown | -0.68 | -0.63 | -0.06 |
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
| BBTR.DE | 36BD.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.56 | -0.45 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.19 | -0.14 |
Correlation
The correlation between BBTR.DE and 36BD.DE is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BBTR.DE vs. 36BD.DE - Dividend Comparison
Neither BBTR.DE nor 36BD.DE has paid dividends to shareholders.
Drawdowns
BBTR.DE vs. 36BD.DE - Drawdown Comparison
The maximum BBTR.DE drawdown since its inception was -17.63%, which is greater than 36BD.DE's maximum drawdown of -11.97%. Use the drawdown chart below to compare losses from any high point for BBTR.DE and 36BD.DE.
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Drawdown Indicators
| BBTR.DE | 36BD.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.63% | -11.97% | -5.66% |
Max Drawdown (1Y)Largest decline over 1 year | -8.07% | -6.86% | -1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -13.20% | — | — |
Current DrawdownCurrent decline from peak | -13.05% | -5.97% | -7.08% |
Average DrawdownAverage peak-to-trough decline | -10.23% | -4.91% | -5.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 4.08% | +1.19% |
Volatility
BBTR.DE vs. 36BD.DE - Volatility Comparison
JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) has a higher volatility of 1.96% compared to iShares USD Development Bank Bonds UCITS ETF USD Acc (36BD.DE) at 1.77%. This indicates that BBTR.DE's price experiences larger fluctuations and is considered to be riskier than 36BD.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBTR.DE | 36BD.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.96% | 1.77% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 3.98% | 3.82% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 6.87% | +0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.23% | 7.24% | +0.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.15% | 7.24% | +0.91% |