J13U.L vs. UB74.L
J13U.L (JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (Acc)) and UB74.L (UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis) are both Government Bonds funds - J13U.L tracks the J.P. Morgan Government Bond US 1-3 Index while UB74.L tracks the Bloomberg US 1-3 Year Treasury Bond Index. Both are passively managed. Over the past 5 years, J13U.L returned 2.87%/yr vs 2.86%/yr for UB74.L. With a 1.00 correlation, they move nearly in lockstep. J13U.L charges 0.07%/yr vs 0.05%/yr for UB74.L.
Performance
J13U.L vs. UB74.L - Performance Comparison
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Different Trading Currencies
J13U.L is traded in GBP, while UB74.L is traded in GBp. To make them comparable, the UB74.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
The year-to-date returns for both investments are quite close, with J13U.L having a 0.63% return and UB74.L slightly higher at 0.66%.
J13U.L
- 1D
- 0.08%
- 1M
- 1.09%
- YTD
- 0.63%
- 6M
- 0.21%
- 1Y
- 4.33%
- 3Y*
- 1.44%
- 5Y*
- 2.87%
- 10Y*
- —
UB74.L
- 1D
- 0.12%
- 1M
- 1.13%
- YTD
- 0.66%
- 6M
- 0.25%
- 1Y
- 4.37%
- 3Y*
- 1.43%
- 5Y*
- 2.86%
- 10Y*
- 2.42%
J13U.L vs. UB74.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% |
UB74.L UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis | 0.66% | -2.06% | 5.76% | -1.65% | 7.62% | 0.57% | -0.46% | 0.26% | 6.47% |
Correlation
The correlation between J13U.L and UB74.L is 1.00 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 1.00 |
Correlation (3Y) Calculated over the trailing 3-year period | 1.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 1.00 |
Correlation (All Time) Calculated using the full available price history since Jun 13, 2018 | 1.00 |
The correlation between J13U.L and UB74.L has been stable across timeframes, ranging from 1.00 to 1.00 - a consistent structural relationship.
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Return for Risk
J13U.L vs. UB74.L — Risk / Return Rank
J13U.L
UB74.L
J13U.L vs. UB74.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 UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis (UB74.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 | UB74.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.12 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.94 | +0.01 |
| Martin ratioReturn relative to average drawdown | 2.40 | 2.39 | +0.01 |
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 | UB74.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.71 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.35 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.26 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.27 | -0.02 |
Drawdowns
J13U.L vs. UB74.L - Drawdown Comparison
The maximum J13U.L drawdown since its inception was -18.81%, roughly equal to the maximum UB74.L drawdown of -18.81%. Use the drawdown chart below to compare losses from any high point for J13U.L and UB74.L.
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Drawdown Indicators
| J13U.L | UB74.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.81% | -18.81% | 0.00% |
Max Drawdown (1Y)Largest decline over 1 year | -4.52% | -4.61% | +0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -8.92% | -8.93% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -16.30% | -16.33% | +0.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.81% | — |
Current DrawdownCurrent decline from peak | -7.77% | -7.81% | +0.04% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -8.27% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.80% | 1.82% | -0.02% |
Volatility
J13U.L vs. UB74.L - Volatility Comparison
JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (Acc) (J13U.L) and UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis (UB74.L) have volatilities of 1.72% and 1.70%, 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.
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Volatility by Period
| J13U.L | UB74.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.72% | 1.70% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 4.51% | 4.49% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.15% | 6.14% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.06% | 8.08% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.57% | 9.27% | -0.70% |
J13U.L vs. UB74.L - Expense Ratio Comparison
J13U.L has a 0.07% expense ratio, which is higher than UB74.L's 0.05% 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
J13U.L vs. UB74.L - Dividend Comparison
J13U.L has not paid dividends to shareholders, while UB74.L's dividend yield for the trailing twelve months is around 3.69%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UB74.L UBS ETF (LU) Bloomberg US 1-3 Year Treasury Bond UCITS ETF (USD) A-dis | 3.69% | 4.94% | 3.67% | 2.23% | 0.41% | 0.36% | 1.68% | 2.28% | 1.10% | 0.65% | 0.62% | 0.41% |
Frequently Asked Questions
With a correlation of 1.00, J13U.L and UB74.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, UB74.L is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UB74.L is cheaper with a 0.05% expense ratio, compared with 0.07% for J13U.L.
J13U.L tracks J.P. Morgan Government Bond US 1-3 Index, while UB74.L tracks Bloomberg US 1-3 Year Treasury Bond Index. They also come from different issuers: JPMorgan and UBS. Their fees differ too: 0.07% for J13U.L and 0.05% for UB74.L.
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