IPAB.DE vs. JER5.DE
IPAB.DE (iShares EUR Corporate Bond ESG Paris-Aligned Climate UCITS ETF EUR Acc) and JER5.DE (JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF) are both European Corporate Bonds funds - IPAB.DE tracks the Bloomberg MSCI Euro Corporate Climate Paris Aligned ESG Select while JER5.DE tracks the JP Morgan EUR Corporate Bond 1-5 Research Enhanced Index (ESG). Both are passively managed. Over the past 3 years, IPAB.DE returned 4.79%/yr vs 4.47%/yr for JER5.DE. Their correlation of 0.81 suggests significant overlap in exposure. IPAB.DE charges 0.15%/yr vs 0.04%/yr for JER5.DE.
Performance
IPAB.DE vs. JER5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IPAB.DE achieves a 1.25% return, which is significantly higher than JER5.DE's 0.92% return.
IPAB.DE
- 1D
- 0.18%
- 1M
- 0.71%
- YTD
- 1.25%
- 6M
- 1.44%
- 1Y
- 2.36%
- 3Y*
- 4.79%
- 5Y*
- —
- 10Y*
- —
JER5.DE
- 1D
- 0.05%
- 1M
- 0.42%
- YTD
- 0.92%
- 6M
- 1.12%
- 1Y
- 2.28%
- 3Y*
- 4.47%
- 5Y*
- 1.25%
- 10Y*
- —
IPAB.DE vs. JER5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IPAB.DE iShares EUR Corporate Bond ESG Paris-Aligned Climate UCITS ETF EUR Acc | 1.25% | 2.95% | 4.43% | 7.23% | -3.20% |
JER5.DE JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF | 0.92% | 3.43% | 4.31% | 6.23% | -2.76% |
Correlation
The correlation between IPAB.DE and JER5.DE is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.49 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jun 9, 2022 | 0.81 |
Over the past year, the correlation between IPAB.DE and JER5.DE has dropped to 0.49 - well below their long-term average of 0.81, suggesting their price drivers have been diverging.
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Return for Risk
IPAB.DE vs. JER5.DE — Risk / Return Rank
IPAB.DE
JER5.DE
IPAB.DE vs. JER5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EUR Corporate Bond ESG Paris-Aligned Climate UCITS ETF EUR Acc (IPAB.DE) and JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF (JER5.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.
| IPAB.DE | JER5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.15 | -0.26 |
| Martin ratioReturn relative to average drawdown | 3.26 | 4.06 | -0.80 |
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Drawdowns
IPAB.DE vs. JER5.DE - Drawdown Comparison
The maximum IPAB.DE drawdown since its inception was -9.09%, smaller than the maximum JER5.DE drawdown of -10.17%. Use the drawdown chart below to compare losses from any high point for IPAB.DE and JER5.DE.
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Drawdown Indicators
| IPAB.DE | JER5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.09% | -10.17% | +1.08% |
Max Drawdown (1Y)Largest decline over 1 year | -2.66% | -1.98% | -0.68% |
Max Drawdown (3Y)Largest decline over 3 years | -2.66% | -1.98% | -0.68% |
Max Drawdown (5Y)Largest decline over 5 years | — | -10.17% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.03% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -2.08% | -2.23% | +0.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 0.56% | +0.16% |
Volatility
IPAB.DE vs. JER5.DE - Volatility Comparison
iShares EUR Corporate Bond ESG Paris-Aligned Climate UCITS ETF EUR Acc (IPAB.DE) has a higher volatility of 0.76% compared to JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF (JER5.DE) at 0.48%. This indicates that IPAB.DE's price experiences larger fluctuations and is considered to be riskier than JER5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IPAB.DE | JER5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.76% | 0.48% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 2.55% | 1.75% | +0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.06% | 1.98% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.50% | 2.55% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.50% | 3.08% | +1.42% |
IPAB.DE vs. JER5.DE - Expense Ratio Comparison
IPAB.DE has a 0.15% expense ratio, which is higher than JER5.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
IPAB.DE vs. JER5.DE - Dividend Comparison
Neither IPAB.DE nor JER5.DE has paid dividends to shareholders.
Frequently Asked Questions
IPAB.DE and JER5.DE have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JER5.DE is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JER5.DE is cheaper with a 0.04% expense ratio, compared with 0.15% for IPAB.DE.
IPAB.DE tracks Bloomberg MSCI Euro Corporate Climate Paris Aligned ESG Select, while JER5.DE tracks JP Morgan EUR Corporate Bond 1-5 Research Enhanced Index (ESG). They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.15% for IPAB.DE and 0.04% for JER5.DE.
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