BBTR.DE vs. JPCT.DE
BBTR.DE (JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc)) and JPCT.DE (JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc)) are both exchange-traded funds - BBTR.DE is a Government Bonds fund tracking the J.P. Morgan Government Bond US Index, while JPCT.DE is a Global Equities fund tracking the Solactive JP Morgan Asset Management Carbon Transition Global Equity. Both are passively managed. Over the past 5 years, BBTR.DE returned 0.35%/yr vs 11.53%/yr for JPCT.DE. At a 0.01 correlation, their price movements are largely independent. BBTR.DE charges 0.07%/yr vs 0.19%/yr for JPCT.DE.
Performance
BBTR.DE vs. JPCT.DE - Performance Comparison
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Returns By Period
In the year-to-date period, BBTR.DE achieves a 1.03% return, which is significantly lower than JPCT.DE's 7.39% return.
BBTR.DE
- 1D
- 0.12%
- 1M
- 0.84%
- YTD
- 1.03%
- 6M
- 0.24%
- 1Y
- 1.98%
- 3Y*
- -0.04%
- 5Y*
- 0.35%
- 10Y*
- —
JPCT.DE
- 1D
- 0.24%
- 1M
- 3.19%
- YTD
- 7.39%
- 6M
- 7.37%
- 1Y
- 18.55%
- 3Y*
- 15.09%
- 5Y*
- 11.53%
- 10Y*
- —
BBTR.DE vs. JPCT.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
BBTR.DE JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 1.03% | -5.45% | 6.15% | 0.23% | -7.48% | 5.70% | -3.79% |
JPCT.DE JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) | 7.39% | 6.84% | 24.37% | 19.66% | -14.19% | 34.64% | 2.14% |
Correlation
The correlation between BBTR.DE and JPCT.DE is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Nov 13, 2020 | 0.01 |
The correlation between BBTR.DE and JPCT.DE shifts across timeframes, from 0.01 (all time) to 0.17 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
BBTR.DE vs. JPCT.DE — Risk / Return Rank
BBTR.DE
JPCT.DE
BBTR.DE vs. JPCT.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 JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPCT.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 | JPCT.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.29 | ||
| Sortino ratioReturn per unit of downside risk | -1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.30 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | 2.11 | -1.70 |
| Martin ratioReturn relative to average drawdown | 1.02 | 8.45 | -7.43 |
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 | JPCT.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 1.59 | -1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.81 | -0.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.96 | -0.91 |
Drawdowns
BBTR.DE vs. JPCT.DE - Drawdown Comparison
The maximum BBTR.DE drawdown since its inception was -17.63%, smaller than the maximum JPCT.DE drawdown of -22.18%. Use the drawdown chart below to compare losses from any high point for BBTR.DE and JPCT.DE.
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Drawdown Indicators
| BBTR.DE | JPCT.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.63% | -22.18% | +4.55% |
Max Drawdown (1Y)Largest decline over 1 year | -4.05% | -8.78% | +4.73% |
Max Drawdown (3Y)Largest decline over 3 years | -11.14% | -22.18% | +11.04% |
Max Drawdown (5Y)Largest decline over 5 years | -13.20% | -22.18% | +8.98% |
Current DrawdownCurrent decline from peak | -13.35% | -0.17% | -13.18% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -4.13% | -6.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 2.20% | -0.57% |
Volatility
BBTR.DE vs. JPCT.DE - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) is 0.94%, while JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPCT.DE) has a volatility of 2.80%. This indicates that BBTR.DE experiences smaller price fluctuations and is considered to be less risky than JPCT.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 | JPCT.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.94% | 2.80% | -1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 3.82% | 8.42% | -4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.52% | 11.67% | -6.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 14.13% | -5.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.07% | 13.89% | -5.82% |
BBTR.DE vs. JPCT.DE - Expense Ratio Comparison
BBTR.DE has a 0.07% expense ratio, which is lower than JPCT.DE's 0.19% 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
BBTR.DE vs. JPCT.DE - Dividend Comparison
Neither BBTR.DE nor JPCT.DE has paid dividends to shareholders.
Frequently Asked Questions
BBTR.DE and JPCT.DE have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBTR.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBTR.DE is cheaper with a 0.07% expense ratio, compared with 0.19% for JPCT.DE.
BBTR.DE is categorized as Government Bonds, while JPCT.DE is Global Equities. BBTR.DE tracks J.P. Morgan Government Bond US Index, while JPCT.DE tracks Solactive JP Morgan Asset Management Carbon Transition Global Equity. Their fees differ too: 0.07% for BBTR.DE and 0.19% for JPCT.DE.
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