J13U.L vs. INXG.L
J13U.L (JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (Acc)) and INXG.L (iShares £ Index-Linked Gilts UCITS ETF) are both Government Bonds funds - J13U.L tracks the J.P. Morgan Government Bond US 1-3 Index while INXG.L tracks the Bloomberg UK Government Inflation-Linked Bond Index. Both are passively managed. Over the past 5 years, J13U.L returned 2.87%/yr vs -8.26%/yr for INXG.L. At a 0.10 correlation, their price movements are largely independent. J13U.L charges 0.07%/yr vs 0.10%/yr for INXG.L.
Performance
J13U.L vs. INXG.L - Performance Comparison
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Returns By Period
In the year-to-date period, J13U.L achieves a 0.63% return, which is significantly higher than INXG.L's 0.04% return.
J13U.L
- 1D
- 0.08%
- 1M
- 1.21%
- YTD
- 0.63%
- 6M
- 0.04%
- 1Y
- 4.56%
- 3Y*
- 1.44%
- 5Y*
- 2.87%
- 10Y*
- —
INXG.L
- 1D
- 0.44%
- 1M
- 0.13%
- YTD
- 0.04%
- 6M
- -0.13%
- 1Y
- 3.36%
- 3Y*
- -0.63%
- 5Y*
- -8.26%
- 10Y*
- -1.18%
J13U.L vs. INXG.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
J13U.L JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (Acc) | 0.63% | -1.99% | 5.72% | -1.65% | 7.69% | 0.64% | -0.32% | 0.42% | 6.70% |
INXG.L iShares £ Index-Linked Gilts UCITS ETF | 0.04% | 1.10% | -8.66% | 0.16% | -34.27% | 4.08% | 11.08% | 6.27% | 1.72% |
Correlation
The correlation between J13U.L and INXG.L is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Jun 13, 2018 | 0.10 |
The correlation between J13U.L and INXG.L shifts across timeframes, from -0.21 (1 year) to 0.10 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
J13U.L vs. INXG.L — Risk / Return Rank
J13U.L
INXG.L
J13U.L vs. INXG.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (Acc) (J13U.L) and iShares £ Index-Linked Gilts UCITS ETF (INXG.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.
| J13U.L | INXG.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.37 | ||
| Sortino ratioReturn per unit of downside risk | +0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.06 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.50 | +0.46 |
| Martin ratioReturn relative to average drawdown | 2.40 | 1.08 | +1.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| J13U.L | INXG.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.33 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | -0.41 | +0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | -0.71 | +0.96 |
Drawdowns
J13U.L vs. INXG.L - Drawdown Comparison
The maximum J13U.L drawdown since its inception was -18.81%, smaller than the maximum INXG.L drawdown of -99.05%. Use the drawdown chart below to compare losses from any high point for J13U.L and INXG.L.
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Drawdown Indicators
| J13U.L | INXG.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.81% | -99.05% | +80.24% |
Max Drawdown (1Y)Largest decline over 1 year | -4.52% | -6.62% | +2.10% |
Max Drawdown (3Y)Largest decline over 3 years | -8.92% | -15.04% | +6.12% |
Max Drawdown (5Y)Largest decline over 5 years | -16.30% | -50.87% | +34.57% |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.87% | — |
Current DrawdownCurrent decline from peak | -7.77% | -98.31% | +90.54% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -97.27% | +88.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 3.06% | -1.26% |
Volatility
J13U.L vs. INXG.L - Volatility Comparison
The current volatility for JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (Acc) (J13U.L) is 1.72%, while iShares £ Index-Linked Gilts UCITS ETF (INXG.L) has a volatility of 3.49%. This indicates that J13U.L experiences smaller price fluctuations and is considered to be less risky than INXG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| J13U.L | INXG.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.72% | 3.49% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 4.51% | 7.26% | -2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.15% | 9.89% | -3.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.06% | 20.07% | -12.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.57% | 17.47% | -8.90% |
J13U.L vs. INXG.L - Expense Ratio Comparison
J13U.L has a 0.07% expense ratio, which is lower than INXG.L's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
J13U.L vs. INXG.L - Dividend Comparison
J13U.L has not paid dividends to shareholders, while INXG.L's dividend yield for the trailing twelve months is around 7.56%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INXG.L iShares £ Index-Linked Gilts UCITS ETF | 7.56% | 7.23% | 5.77% | 0.43% | 0.00% | 0.00% | 0.61% | 1.36% | 1.95% | 1.28% | 0.65% | 1.94% |
J13U.L JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.18% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
J13U.L and INXG.L have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, J13U.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
J13U.L is cheaper with a 0.07% expense ratio, compared with 0.10% for INXG.L.
J13U.L tracks J.P. Morgan Government Bond US 1-3 Index, while INXG.L tracks Bloomberg UK Government Inflation-Linked Bond Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.07% for J13U.L and 0.10% for INXG.L.
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