IBTU.L vs. JU13.L
IBTU.L (iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist)) and JU13.L (JPM BetaBuilders US Treasury Bond 1-3 Year UCITS ETF USD (Acc)) are both Government Bonds funds - IBTU.L tracks the ICE U.S. Treasury Short Bond Index while JU13.L tracks the J.P. Morgan Government Bond Index United States 1-3 Year Select Maturity. Both are passively managed. Over the past 5 years, IBTU.L returned 3.46%/yr vs 1.89%/yr for JU13.L. At a 0.07 correlation, their price movements are largely independent. Both charge a 0.07% expense ratio.
Performance
IBTU.L vs. JU13.L - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IBTU.L achieves a 1.76% return, which is significantly higher than JU13.L's 0.85% return.
IBTU.L
- 1D
- 0.00%
- 1M
- 0.20%
- 6M
- 1.76%
- YTD
- 1.76%
- 1Y
- 3.93%
- 3Y*
- 4.63%
- 5Y*
- 3.46%
- 10Y*
- —
JU13.L
- 1D
- 0.15%
- 1M
- 0.31%
- 6M
- 0.91%
- YTD
- 0.85%
- 1Y
- 3.28%
- 3Y*
- 4.23%
- 5Y*
- 1.89%
- 10Y*
- —
IBTU.L vs. JU13.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IBTU.L iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist) | 1.76% | 4.33% | 5.31% | 4.92% | 1.05% | 0.10% | 0.88% | 2.02% |
JU13.L JPM BetaBuilders US Treasury Bond 1-3 Year UCITS ETF USD (Acc) | 0.85% | 5.16% | 4.03% | 4.05% | -3.80% | -0.65% | 3.21% | 3.13% |
Correlation
The correlation between IBTU.L and JU13.L is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Feb 20, 2019 | 0.07 |
The correlation between IBTU.L and JU13.L shifts across timeframes, from -0.07 (1 year) to 0.07 (all time), 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
IBTU.L vs. JU13.L — Risk / Return Rank
IBTU.L
JU13.L
IBTU.L vs. JU13.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist) (IBTU.L) and JPM BetaBuilders US Treasury Bond 1-3 Year 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.
| IBTU.L | JU13.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.85 | ||
| Sortino ratioReturn per unit of downside risk | +3.26 | ||
| Omega ratioGain probability vs. loss probability | 3.84 | 1.57 | +2.27 |
| Calmar ratioReturn relative to maximum drawdown | 19.33 | 4.38 | +14.96 |
| Martin ratioReturn relative to average drawdown | 94.97 | 15.05 | +79.92 |
Loading charts...
Drawdowns
IBTU.L vs. JU13.L - Drawdown Comparison
The maximum IBTU.L drawdown since its inception was -0.72%, smaller than the maximum JU13.L drawdown of -5.72%. Use the drawdown chart below to compare losses from any high point for IBTU.L and JU13.L.
Loading charts...
Drawdown Indicators
| IBTU.L | JU13.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.72% | -5.72% | +5.00% |
Max Drawdown (1Y)Largest decline over 1 year | -0.20% | -0.75% | +0.55% |
Max Drawdown (3Y)Largest decline over 3 years | -0.20% | -0.93% | +0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -0.40% | -5.72% | +5.32% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -0.06% | -0.95% | +0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.04% | 0.22% | -0.18% |
Volatility
IBTU.L vs. JU13.L - Volatility Comparison
The current volatility for iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist) (IBTU.L) is 0.20%, while JPM BetaBuilders US Treasury Bond 1-3 Year UCITS ETF USD (Acc) (JU13.L) has a volatility of 0.36%. This indicates that IBTU.L experiences smaller price fluctuations and is considered to be less risky than JU13.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IBTU.L | JU13.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.20% | 0.36% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 0.77% | 0.91% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.11% | 1.23% | -0.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.02% | 2.00% | -0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.95% | 1.68% | -0.73% |
IBTU.L vs. JU13.L - Expense Ratio Comparison
Both IBTU.L and JU13.L have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
IBTU.L vs. JU13.L - Dividend Comparison
IBTU.L's dividend yield for the trailing twelve months is around 4.05%, while JU13.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IBTU.L iShares USD Treasury Bond 0-1yr UCITS ETF USD (Dist) | 4.05% | 4.43% | 6.82% | 3.99% | 0.44% | 0.10% | 1.28% | 1.21% | 0.00% |
JU13.L JPM BetaBuilders US Treasury Bond 1-3 Year 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
IBTU.L and JU13.L have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.07% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
IBTU.L and JU13.L have the same expense ratio: 0.07% per year.
IBTU.L tracks ICE U.S. Treasury Short Bond Index, while JU13.L tracks J.P. Morgan Government Bond Index United States 1-3 Year Select Maturity. They also come from different issuers: iShares and JPMorgan.
Find the right allocation for IBTU.L and JU13.L
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