BBTR.L vs. JEGP.L
BBTR.L (JPM BetaBuilders US Treasury Bond UCITS ETF - USD (acc)) and JEGP.L (JPM Global Equity Premium Income Active UCITS ETF - USD Dist) are both exchange-traded funds - BBTR.L is a Government Bonds fund tracking the J.P. Morgan Government Bond Index United States, while JEGP.L is a Global Equity Income fund actively managed by JPMorgan. BBTR.L is passively managed, while JEGP.L is actively managed. Over the past year, BBTR.L returned 3.52% vs 5.34% for JEGP.L. At a 0.21 correlation, their price movements are largely independent. BBTR.L charges 0.07%/yr vs 0.35%/yr for JEGP.L.
Performance
BBTR.L vs. JEGP.L - Performance Comparison
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Different Trading Currencies
BBTR.L is traded in USD, while JEGP.L is traded in GBp. To make them comparable, the JEGP.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BBTR.L achieves a -0.46% return, which is significantly lower than JEGP.L's 0.09% return.
BBTR.L
- 1D
- 0.30%
- 1M
- -0.33%
- 6M
- -0.53%
- YTD
- -0.46%
- 1Y
- 3.52%
- 3Y*
- 2.77%
- 5Y*
- -0.89%
- 10Y*
- —
JEGP.L
- 1D
- 0.00%
- 1M
- 1.57%
- 6M
- -0.32%
- YTD
- 0.09%
- 1Y
- 5.34%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBTR.L vs. JEGP.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBTR.L JPM BetaBuilders US Treasury Bond UCITS ETF - USD (acc) | -0.46% | 6.32% | 0.61% | 3.19% |
JEGP.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 0.09% | 12.61% | 7.69% | 7,982.30% |
Correlation
The correlation between BBTR.L and JEGP.L is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 2023 | 0.21 |
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Return for Risk
BBTR.L vs. JEGP.L — Risk / Return Rank
BBTR.L
JEGP.L
BBTR.L vs. JEGP.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM BetaBuilders US Treasury Bond UCITS ETF - USD (acc) (BBTR.L) and JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEGP.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BBTR.L | JEGP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.11 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.63 | +0.42 |
| Martin ratioReturn relative to average drawdown | 2.86 | 1.34 | +1.52 |
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Drawdowns
BBTR.L vs. JEGP.L - Drawdown Comparison
The maximum BBTR.L drawdown since its inception was -20.19%, which is greater than JEGP.L's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for BBTR.L and JEGP.L.
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Drawdown Indicators
| BBTR.L | JEGP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.19% | -8.54% | -11.65% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -8.54% | +5.40% |
Max Drawdown (3Y)Largest decline over 3 years | -5.66% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.54% | — | — |
Current DrawdownCurrent decline from peak | -8.35% | -5.62% | -2.73% |
Average DrawdownAverage peak-to-trough decline | -8.97% | -1.81% | -7.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 3.99% | -2.84% |
Volatility
BBTR.L vs. JEGP.L - Volatility Comparison
The current volatility for JPM BetaBuilders US Treasury Bond UCITS ETF - USD (acc) (BBTR.L) is 1.00%, while JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEGP.L) has a volatility of 2.62%. This indicates that BBTR.L experiences smaller price fluctuations and is considered to be less risky than JEGP.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBTR.L | JEGP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.00% | 2.62% | -1.62% |
Volatility (6M)Calculated over the trailing 6-month period | 2.78% | 6.79% | -4.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.73% | 8.73% | -5.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.87% | 4,844.86% | -4,838.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.90% | 4,844.86% | -4,838.96% |
BBTR.L vs. JEGP.L - Expense Ratio Comparison
BBTR.L has a 0.07% expense ratio, which is lower than JEGP.L's 0.35% expense ratio.
Dividends
BBTR.L vs. JEGP.L - Dividend Comparison
BBTR.L has not paid dividends to shareholders, while JEGP.L's dividend yield for the trailing twelve months is around 8.16%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BBTR.L JPM BetaBuilders US Treasury Bond UCITS ETF - USD (acc) | 0.00% | 0.00% | 0.00% |
JEGP.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 8.16% | 8.01% | 6.39% |
Frequently Asked Questions
BBTR.L and JEGP.L have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBTR.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBTR.L is cheaper with a 0.07% expense ratio, compared with 0.35% for JEGP.L.
BBTR.L is categorized as Government Bonds, while JEGP.L is Global Equity Income. Their fees differ too: 0.07% for BBTR.L and 0.35% for JEGP.L.
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