PortfoliosLab logoPortfoliosLab logo
BBTR.DE vs. VGTY.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBTR.DE vs. VGTY.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) and Vanguard USD Treasury Bond UCITS ETF Distributing (VGTY.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BBTR.DE achieves a 1.03% return, which is significantly higher than VGTY.DE's 0.80% 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*

VGTY.DE

1D
0.08%
1M
0.80%
YTD
0.80%
6M
0.01%
1Y
1.34%
3Y*
-0.33%
5Y*
0.20%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBTR.DE vs. VGTY.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
BBTR.DE
JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc)
1.03%-5.45%6.15%0.23%-7.48%5.70%-3.71%7.39%
VGTY.DE
Vanguard USD Treasury Bond UCITS ETF Distributing
0.80%-5.99%6.16%0.04%-6.98%5.64%-2.09%4.62%

Correlation

The correlation between BBTR.DE and VGTY.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.99

Correlation (3Y)
Calculated over the trailing 3-year period

0.99

Correlation (5Y)
Calculated over the trailing 5-year period

0.99

Correlation (All Time)
Calculated using the full available price history since May 7, 2019

0.88

The correlation between BBTR.DE and VGTY.DE shifts across timeframes, from 0.88 (all time) to 0.99 (5 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BBTR.DE vs. VGTY.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BBTR.DE
BBTR.DE Risk / Return Rank: 1313
Overall Rank
BBTR.DE Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
BBTR.DE Sortino Ratio Rank: 1212
Sortino Ratio Rank
BBTR.DE Omega Ratio Rank: 1212
Omega Ratio Rank
BBTR.DE Calmar Ratio Rank: 1414
Calmar Ratio Rank
BBTR.DE Martin Ratio Rank: 1414
Martin Ratio Rank

VGTY.DE
VGTY.DE Risk / Return Rank: 1212
Overall Rank
VGTY.DE Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
VGTY.DE Sortino Ratio Rank: 1111
Sortino Ratio Rank
VGTY.DE Omega Ratio Rank: 1111
Omega Ratio Rank
VGTY.DE Calmar Ratio Rank: 1212
Calmar Ratio Rank
VGTY.DE Martin Ratio Rank: 1212
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BBTR.DE vs. VGTY.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 Vanguard USD Treasury Bond UCITS ETF Distributing (VGTY.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.DEVGTY.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.11

Sortino ratioReturn per unit of downside risk

+0.17

Omega ratioGain probability vs. loss probability

1.06

1.04

+0.02

Calmar ratioReturn relative to maximum drawdown

0.41

0.25

+0.16

Martin ratioReturn relative to average drawdown

1.02

0.62

+0.40

BBTR.DE vs. VGTY.DE - Sharpe Ratio Comparison

The current BBTR.DE Sharpe Ratio is 0.30, which is higher than the VGTY.DE Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of BBTR.DE and VGTY.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


BBTR.DEVGTY.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.30

0.19

+0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.04

0.02

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.05

0.13

-0.08

Drawdowns

BBTR.DE vs. VGTY.DE - Drawdown Comparison

The maximum BBTR.DE drawdown since its inception was -17.63%, roughly equal to the maximum VGTY.DE drawdown of -17.97%. Use the drawdown chart below to compare losses from any high point for BBTR.DE and VGTY.DE.


Loading charts...

Drawdown Indicators


BBTR.DEVGTY.DEDifference

Max Drawdown

Largest peak-to-trough decline

-17.63%

-17.97%

+0.34%

Max Drawdown (1Y)

Largest decline over 1 year

-4.05%

-4.08%

+0.03%

Max Drawdown (3Y)

Largest decline over 3 years

-11.14%

-11.23%

+0.09%

Max Drawdown (5Y)

Largest decline over 5 years

-13.20%

-13.16%

-0.04%

Current Drawdown

Current decline from peak

-13.35%

-14.45%

+1.10%

Average Drawdown

Average peak-to-trough decline

-10.31%

-9.48%

-0.83%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.63%

1.67%

-0.04%

Volatility

BBTR.DE vs. VGTY.DE - Volatility Comparison

JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) has a higher volatility of 0.94% compared to Vanguard USD Treasury Bond UCITS ETF Distributing (VGTY.DE) at 0.85%. This indicates that BBTR.DE's price experiences larger fluctuations and is considered to be riskier than VGTY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


BBTR.DEVGTY.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.94%

0.85%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

3.82%

3.73%

+0.09%

Volatility (1Y)

Calculated over the trailing 1-year period

5.52%

5.44%

+0.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.19%

7.99%

+0.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.07%

7.63%

+0.44%

BBTR.DE vs. VGTY.DE - Expense Ratio Comparison

BBTR.DE has a 0.07% expense ratio, which is higher than VGTY.DE's 0.05% expense ratio. However, 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. VGTY.DE - Dividend Comparison

BBTR.DE has not paid dividends to shareholders, while VGTY.DE's dividend yield for the trailing twelve months is around 3.65%.


PositionTTM202520242023202220212020201920182017
BBTR.DE
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%
VGTY.DE
Vanguard USD Treasury Bond UCITS ETF Distributing
3.65%3.99%3.65%3.21%2.05%0.99%1.48%2.10%1.94%0.26%

Frequently Asked Questions


With a correlation of 0.99, BBTR.DE and VGTY.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, VGTY.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VGTY.DE is cheaper with a 0.05% expense ratio, compared with 0.07% for BBTR.DE.

BBTR.DE tracks J.P. Morgan Government Bond US Index, while VGTY.DE tracks Bloomberg Global Aggregate US Treasury Float Adjusted Index. They also come from different issuers: JPMorgan and Vanguard. Their fees differ too: 0.07% for BBTR.DE and 0.05% for VGTY.DE.

Portfolio Optimizer

Find the right allocation for BBTR.DE and VGTY.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer