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GB1E.DE vs. JGHY.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GB1E.DE vs. JGHY.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Invesco Global High Yield Corporate Bond ESG Climate Transition UCITS ETF EUR PfHdg Acc (GB1E.DE) and JPM Global High Yield Corporate Bond Multi-Factor Active UCITS ETF USD Acc (JGHY.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GB1E.DE achieves a 0.96% return, which is significantly lower than JGHY.DE's 5.12% return.


GB1E.DE

1D
0.00%
1M
-0.15%
6M
0.66%
YTD
0.96%
1Y
3.24%
3Y*
5.97%
5Y*
10Y*

JGHY.DE

1D
0.11%
1M
1.43%
6M
3.65%
YTD
5.12%
1Y
8.71%
3Y*
7.84%
5Y*
4.43%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GB1E.DE vs. JGHY.DE - Yearly Performance Comparison


Correlation

The correlation between GB1E.DE and JGHY.DE is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.15

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

0.25

Correlation (All Time)
Calculated using the full available price history since Apr 12, 2023

0.25

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Return for Risk

GB1E.DE vs. JGHY.DE — Risk / Return Rank

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

GB1E.DE
GB1E.DE Risk / Return Rank: 3131
Overall Rank
GB1E.DE Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
GB1E.DE Sortino Ratio Rank: 3131
Sortino Ratio Rank
GB1E.DE Omega Ratio Rank: 2929
Omega Ratio Rank
GB1E.DE Calmar Ratio Rank: 2828
Calmar Ratio Rank
GB1E.DE Martin Ratio Rank: 3737
Martin Ratio Rank

JGHY.DE
JGHY.DE Risk / Return Rank: 8484
Overall Rank
JGHY.DE Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
JGHY.DE Sortino Ratio Rank: 8282
Sortino Ratio Rank
JGHY.DE Omega Ratio Rank: 8282
Omega Ratio Rank
JGHY.DE Calmar Ratio Rank: 8888
Calmar Ratio Rank
JGHY.DE Martin Ratio Rank: 8484
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.

GB1E.DE vs. JGHY.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Global High Yield Corporate Bond ESG Climate Transition UCITS ETF EUR PfHdg Acc (GB1E.DE) and JPM Global High Yield Corporate Bond Multi-Factor Active UCITS ETF USD Acc (JGHY.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.

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.


GB1E.DEJGHY.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.14

Sortino ratioReturn per unit of downside risk

-1.48

Omega ratioGain probability vs. loss probability

1.16

1.37

-0.21

Calmar ratioReturn relative to maximum drawdown

1.04

3.74

-2.69

Martin ratioReturn relative to average drawdown

4.34

12.46

-8.11

GB1E.DE vs. JGHY.DE - Sharpe Ratio Comparison

The current GB1E.DE Sharpe Ratio is 0.82, which is lower than the JGHY.DE Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of GB1E.DE and JGHY.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.


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Drawdowns

GB1E.DE vs. JGHY.DE - Drawdown Comparison

The maximum GB1E.DE drawdown since its inception was -4.31%, smaller than the maximum JGHY.DE drawdown of -24.72%. Use the drawdown chart below to compare losses from any high point for GB1E.DE and JGHY.DE.


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Drawdown Indicators


GB1E.DEJGHY.DEDifference

Max Drawdown

Largest peak-to-trough decline

-4.31%

-24.72%

+20.41%

Max Drawdown (1Y)

Largest decline over 1 year

-3.10%

-2.32%

-0.78%

Max Drawdown (3Y)

Largest decline over 3 years

-4.31%

-10.49%

+6.18%

Max Drawdown (5Y)

Largest decline over 5 years

-10.49%

Current Drawdown

Current decline from peak

-0.37%

-0.32%

-0.05%

Average Drawdown

Average peak-to-trough decline

-0.55%

-6.58%

+6.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.75%

0.70%

+0.05%

Volatility

GB1E.DE vs. JGHY.DE - Volatility Comparison

The current volatility for Invesco Global High Yield Corporate Bond ESG Climate Transition UCITS ETF EUR PfHdg Acc (GB1E.DE) is 0.70%, while JPM Global High Yield Corporate Bond Multi-Factor Active UCITS ETF USD Acc (JGHY.DE) has a volatility of 1.04%. This indicates that GB1E.DE experiences smaller price fluctuations and is considered to be less risky than JGHY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GB1E.DEJGHY.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.70%

1.04%

-0.34%

Volatility (6M)

Calculated over the trailing 6-month period

3.48%

3.00%

+0.48%

Volatility (1Y)

Calculated over the trailing 1-year period

3.95%

4.54%

-0.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.25%

6.56%

-2.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.25%

8.78%

-4.53%

GB1E.DE vs. JGHY.DE - Expense Ratio Comparison

GB1E.DE has a 0.30% expense ratio, which is lower than JGHY.DE's 0.35% expense ratio.


Dividends

GB1E.DE vs. JGHY.DE - Dividend Comparison

Neither GB1E.DE nor JGHY.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


GB1E.DE and JGHY.DE have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, GB1E.DE is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GB1E.DE is cheaper with a 0.30% expense ratio, compared with 0.35% for JGHY.DE.

They also come from different issuers: Invesco and JPMorgan. Their fees differ too: 0.30% for GB1E.DE and 0.35% for JGHY.DE.

Portfolio Optimizer

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