IUS7.DE vs. JMBA.DE
IUS7.DE (iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)) and JMBA.DE (JPM USD Emerging Markets Sovereign Bond UCITS ETF) are both Emerging Markets Bonds funds - IUS7.DE tracks the JP Morgan EMBI Global Core while JMBA.DE tracks the J.P. Morgan Emerging Markets Risk-Aware Bond Index. Both are passively managed. Over the past 5 years, IUS7.DE returned 2.45%/yr vs 1.93%/yr for JMBA.DE. Their correlation of 0.91 suggests significant overlap in exposure. IUS7.DE charges 0.45%/yr vs 0.39%/yr for JMBA.DE.
Performance
IUS7.DE vs. JMBA.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IUS7.DE achieves a 4.85% return, which is significantly higher than JMBA.DE's 4.33% return.
IUS7.DE
- 1D
- 0.16%
- 1M
- 0.76%
- 6M
- 4.15%
- YTD
- 4.85%
- 1Y
- 11.77%
- 3Y*
- 8.16%
- 5Y*
- 2.45%
- 10Y*
- 2.59%
JMBA.DE
- 1D
- -0.15%
- 1M
- 0.55%
- 6M
- 3.60%
- YTD
- 4.33%
- 1Y
- 10.91%
- 3Y*
- 6.62%
- 5Y*
- 1.93%
- 10Y*
- —
IUS7.DE vs. JMBA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 4.85% | 1.15% | 11.75% | 6.76% | -13.15% | 5.75% | -4.03% | 2.24% |
JMBA.DE JPM USD Emerging Markets Sovereign Bond UCITS ETF | 4.33% | 0.84% | 7.77% | 5.79% | -10.80% | 5.58% | -4.14% | -7.72% |
Correlation
The correlation between IUS7.DE and JMBA.DE is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2019 | 0.91 |
The correlation between IUS7.DE and JMBA.DE has been stable across timeframes, ranging from 0.89 to 0.95 - a consistent structural relationship.
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
IUS7.DE vs. JMBA.DE — Risk / Return Rank
IUS7.DE
JMBA.DE
IUS7.DE vs. JMBA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) and JPM USD Emerging Markets Sovereign Bond UCITS ETF (JMBA.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.
| IUS7.DE | JMBA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.39 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.79 | 3.84 | -0.05 |
| Martin ratioReturn relative to average drawdown | 11.14 | 11.71 | -0.57 |
Loading charts...
Drawdowns
IUS7.DE vs. JMBA.DE - Drawdown Comparison
The maximum IUS7.DE drawdown since its inception was -27.13%, roughly equal to the maximum JMBA.DE drawdown of -26.66%. Use the drawdown chart below to compare losses from any high point for IUS7.DE and JMBA.DE.
Loading charts...
Drawdown Indicators
| IUS7.DE | JMBA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.13% | -26.66% | -0.47% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -3.14% | +0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -12.95% | -12.45% | -0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -15.91% | -14.09% | -1.82% |
Max Drawdown (10Y)Largest decline over 10 years | -27.13% | — | — |
Current DrawdownCurrent decline from peak | -1.03% | -1.40% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -11.27% | +4.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 1.03% | +0.02% |
Volatility
IUS7.DE vs. JMBA.DE - Volatility Comparison
iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) and JPM USD Emerging Markets Sovereign Bond UCITS ETF (JMBA.DE) have volatilities of 1.55% and 1.53%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IUS7.DE | JMBA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 1.53% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 4.23% | 4.11% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.19% | 6.05% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.56% | 8.43% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.00% | 10.70% | +0.30% |
IUS7.DE vs. JMBA.DE - Expense Ratio Comparison
IUS7.DE has a 0.45% expense ratio, which is higher than JMBA.DE's 0.39% expense ratio.
Dividends
IUS7.DE vs. JMBA.DE - Dividend Comparison
IUS7.DE's dividend yield for the trailing twelve months is around 5.65%, while JMBA.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 5.65% | 6.10% | 5.62% | 5.77% | 5.63% | 3.81% | 4.18% | 4.73% | 4.70% | 5.11% | 5.30% | 4.71% |
JMBA.DE JPM USD Emerging Markets Sovereign Bond UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IUS7.DE and JMBA.DE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JMBA.DE is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JMBA.DE is cheaper with a 0.39% expense ratio, compared with 0.45% for IUS7.DE.
IUS7.DE tracks JP Morgan EMBI Global Core, while JMBA.DE tracks J.P. Morgan Emerging Markets Risk-Aware Bond Index. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.45% for IUS7.DE and 0.39% for JMBA.DE.
Find the right allocation for IUS7.DE and JMBA.DE
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