IUS7.DE vs. JPBM.DE
IUS7.DE (iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)) and JPBM.DE (JPMorgan USD Emerging Markets Sovereign Bond UCITS ETF - USD (Dist)) are both Emerging Markets Bonds funds - IUS7.DE tracks the JP Morgan EMBI Global Core while JPBM.DE tracks the JPM EMBI Global Diversified TR USD. Both are passively managed. Over the past 5 years, IUS7.DE returned 2.96%/yr vs 2.50%/yr for JPBM.DE. A 0.80 correlation means they provide meaningful diversification when combined. IUS7.DE charges 0.45%/yr vs 0.39%/yr for JPBM.DE.
Performance
IUS7.DE vs. JPBM.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with IUS7.DE having a 5.73% return and JPBM.DE slightly lower at 5.47%.
IUS7.DE
- 1D
- -0.20%
- 1M
- 3.71%
- YTD
- 5.73%
- 6M
- 6.32%
- 1Y
- 13.21%
- 3Y*
- 7.86%
- 5Y*
- 2.96%
- 10Y*
- 3.00%
JPBM.DE
- 1D
- -0.43%
- 1M
- 3.61%
- YTD
- 5.47%
- 6M
- 5.74%
- 1Y
- 12.80%
- 3Y*
- 6.13%
- 5Y*
- 2.50%
- 10Y*
- —
IUS7.DE vs. JPBM.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 5.73% | 1.15% | 11.75% | 6.76% | -13.15% | 5.75% | -4.03% | 18.80% | 6.22% |
JPBM.DE JPMorgan USD Emerging Markets Sovereign Bond UCITS ETF - USD (Dist) | 5.47% | 0.87% | 7.74% | 5.71% | -10.77% | 5.50% | -4.06% | 21.24% | -15.26% |
Correlation
The correlation between IUS7.DE and JPBM.DE is 0.86, 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 | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Feb 15, 2018 | 0.80 |
The correlation between IUS7.DE and JPBM.DE shifts across timeframes, from 0.80 (all time) to 0.93 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IUS7.DE vs. JPBM.DE — Risk / Return Rank
IUS7.DE
JPBM.DE
IUS7.DE vs. JPBM.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 JPMorgan USD Emerging Markets Sovereign Bond UCITS ETF - USD (Dist) (JPBM.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 | JPBM.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.03 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.41 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.25 | 4.16 | +0.09 |
| Martin ratioReturn relative to average drawdown | 12.67 | 12.20 | +0.47 |
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Drawdowns
IUS7.DE vs. JPBM.DE - Drawdown Comparison
The maximum IUS7.DE drawdown since its inception was -27.13%, roughly equal to the maximum JPBM.DE drawdown of -25.94%. Use the drawdown chart below to compare losses from any high point for IUS7.DE and JPBM.DE.
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Drawdown Indicators
| IUS7.DE | JPBM.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.13% | -25.94% | -1.19% |
Max Drawdown (1Y)Largest decline over 1 year | -3.09% | -3.07% | -0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -12.95% | -12.49% | -0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -15.91% | -14.10% | -1.81% |
Max Drawdown (10Y)Largest decline over 10 years | -27.13% | — | — |
Current DrawdownCurrent decline from peak | -0.20% | -0.43% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -6.41% | -9.28% | +2.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 1.05% | -0.01% |
Volatility
IUS7.DE vs. JPBM.DE - Volatility Comparison
The current volatility for iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) is 1.37%, while JPMorgan USD Emerging Markets Sovereign Bond UCITS ETF - USD (Dist) (JPBM.DE) has a volatility of 1.55%. This indicates that IUS7.DE experiences smaller price fluctuations and is considered to be less risky than JPBM.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUS7.DE | JPBM.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 1.55% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 4.35% | 4.13% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.20% | 5.93% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.58% | 8.49% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.01% | 14.89% | -3.88% |
IUS7.DE vs. JPBM.DE - Expense Ratio Comparison
IUS7.DE has a 0.45% expense ratio, which is higher than JPBM.DE's 0.39% expense ratio.
Dividends
IUS7.DE vs. JPBM.DE - Dividend Comparison
IUS7.DE's dividend yield for the trailing twelve months is around 5.61%, which matches JPBM.DE's 5.66% yield.
| 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) | 5.61% | 6.10% | 5.62% | 5.77% | 5.63% | 3.81% | 4.18% | 4.73% | 4.70% | 5.11% | 5.30% | 4.71% |
JPBM.DE JPMorgan USD Emerging Markets Sovereign Bond UCITS ETF - USD (Dist) | 5.66% | 6.24% | 5.67% | 5.42% | 5.58% | 3.96% | 4.40% | 4.40% | 4.04% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IUS7.DE and JPBM.DE have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JPBM.DE is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JPBM.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 JPBM.DE tracks JPM EMBI Global Diversified TR USD. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.45% for IUS7.DE and 0.39% for JPBM.DE.
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