HBKU.L vs. JU13.L
HBKU.L ([](/symbol/HBKU.L)) and JU13.L (JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc)) are both exchange-traded funds - HBKU.L is a Global Equities fund managed by ETF Issuer, while JU13.L is a Government Bonds fund tracking the JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc). Over the past year, HBKU.L returned 4.26% vs 3.23% for JU13.L. At a 0.47 correlation, their price movements are largely independent.
Performance
HBKU.L vs. JU13.L - Performance Comparison
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Returns By Period
In the year-to-date period, HBKU.L achieves a 0.37% return, which is significantly lower than JU13.L's 0.67% return.
HBKU.L
- 1D
- 0.37%
- 1M
- 0.10%
- 6M
- 0.63%
- YTD
- 0.37%
- 1Y
- 4.26%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JU13.L
- 1D
- 0.15%
- 1M
- 0.11%
- 6M
- 0.64%
- YTD
- 0.67%
- 1Y
- 3.23%
- 3Y*
- 4.18%
- 5Y*
- 1.85%
- 10Y*
- —
HBKU.L vs. JU13.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
HBKU.L | 0.37% | 7.38% | 2.88% | 4.00% |
JU13.L JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) | 0.67% | 5.16% | 4.03% | 2.56% |
Correlation
The correlation between HBKU.L and JU13.L is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2023 | 0.47 |
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Return for Risk
HBKU.L vs. JU13.L — Risk / Return Rank
HBKU.L
JU13.L
HBKU.L vs. JU13.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for (HBKU.L) and JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) (JU13.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.
| HBKU.L | JU13.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.52 | ||
| Sortino ratioReturn per unit of downside risk | -2.71 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.54 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | 4.22 | -2.98 |
| Martin ratioReturn relative to average drawdown | 3.86 | 14.50 | -10.65 |
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Drawdowns
HBKU.L vs. JU13.L - Drawdown Comparison
The maximum HBKU.L drawdown since its inception was -3.43%, smaller than the maximum JU13.L drawdown of -5.72%. Use the drawdown chart below to compare losses from any high point for HBKU.L and JU13.L.
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Drawdown Indicators
| HBKU.L | JU13.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.43% | -5.72% | +2.29% |
Max Drawdown (1Y)Largest decline over 1 year | -3.43% | -0.75% | -2.68% |
Max Drawdown (3Y)Largest decline over 3 years | — | -0.93% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -5.72% | — |
Current DrawdownCurrent decline from peak | -1.01% | -0.04% | -0.97% |
Average DrawdownAverage peak-to-trough decline | -0.75% | -0.96% | +0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 0.22% | +0.88% |
Volatility
HBKU.L vs. JU13.L - Volatility Comparison
(HBKU.L) has a higher volatility of 0.85% compared to JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) (JU13.L) at 0.38%. This indicates that HBKU.L's price experiences larger fluctuations and is considered to be riskier than JU13.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HBKU.L | JU13.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.85% | 0.38% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 3.63% | 0.90% | +2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.04% | 1.23% | +2.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.63% | 2.00% | +1.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.63% | 1.68% | +1.95% |
Dividends
HBKU.L vs. JU13.L - Dividend Comparison
Neither HBKU.L nor JU13.L has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
HBKU.L | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JU13.L JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.97% |
Frequently Asked Questions
HBKU.L and JU13.L have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HBKU.L is categorized as Global Equities, while JU13.L is Government Bonds.
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