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IG35.DE vs. JREB.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IG35.DE vs. JREB.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares iBonds December 2035 Term EUR Corporate UCITS ETF (Acc) (IG35.DE) and JPMorgan EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF (JREB.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, IG35.DE achieves a 0.90% return, which is significantly higher than JREB.DE's 0.57% return.


IG35.DE

1D
0.25%
1M
1.23%
YTD
0.90%
6M
0.47%
1Y
3Y*
5Y*
10Y*

JREB.DE

1D
0.06%
1M
0.73%
YTD
0.57%
6M
0.42%
1Y
2.01%
3Y*
4.65%
5Y*
0.14%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IG35.DE vs. JREB.DE - Yearly Performance Comparison


Correlation

The correlation between IG35.DE and JREB.DE is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 15, 2025

0.84

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Return for Risk

IG35.DE vs. JREB.DE — Risk / Return Rank

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

IG35.DE

JREB.DE
JREB.DE Risk / Return Rank: 2020
Overall Rank
JREB.DE Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
JREB.DE Sortino Ratio Rank: 1919
Sortino Ratio Rank
JREB.DE Omega Ratio Rank: 2020
Omega Ratio Rank
JREB.DE Calmar Ratio Rank: 1818
Calmar Ratio Rank
JREB.DE Martin Ratio Rank: 2121
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.

IG35.DE vs. JREB.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds December 2035 Term EUR Corporate UCITS ETF (Acc) (IG35.DE) and JPMorgan EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF (JREB.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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IG35.DE vs. JREB.DE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IG35.DEJREB.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

0.23

-0.12

Drawdowns

IG35.DE vs. JREB.DE - Drawdown Comparison

The maximum IG35.DE drawdown since its inception was -4.08%, smaller than the maximum JREB.DE drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for IG35.DE and JREB.DE.


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Drawdown Indicators


IG35.DEJREB.DEDifference

Max Drawdown

Largest peak-to-trough decline

-4.08%

-17.22%

+13.14%

Max Drawdown (1Y)

Largest decline over 1 year

-2.83%

Max Drawdown (3Y)

Largest decline over 3 years

-2.83%

Max Drawdown (5Y)

Largest decline over 5 years

-17.22%

Current Drawdown

Current decline from peak

-1.08%

-0.76%

-0.32%

Average Drawdown

Average peak-to-trough decline

-1.38%

-5.02%

+3.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.80%

Volatility

IG35.DE vs. JREB.DE - Volatility Comparison


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Volatility by Period


IG35.DEJREB.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.16%

Volatility (6M)

Calculated over the trailing 6-month period

2.85%

Volatility (1Y)

Calculated over the trailing 1-year period

5.22%

3.17%

+2.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.22%

4.39%

+0.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.22%

4.96%

+0.26%

IG35.DE vs. JREB.DE - Expense Ratio Comparison

IG35.DE has a 0.12% expense ratio, which is higher than JREB.DE's 0.04% 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

IG35.DE vs. JREB.DE - Dividend Comparison

Neither IG35.DE nor JREB.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


IG35.DE and JREB.DE have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, JREB.DE is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JREB.DE is cheaper with a 0.04% expense ratio, compared with 0.12% for IG35.DE.

IG35.DE tracks Bloomberg MSCI December 2035 Maturity EUR Corporate ESG Screened Index, while JREB.DE tracks JP Morgan EUR Corporate Bond Research Enhanced Index (ESG). They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.12% for IG35.DE and 0.04% for JREB.DE.

Portfolio Optimizer

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