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J15R.L vs. SUOG.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

J15R.L vs. SUOG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF (J15R.L) and iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist) (SUOG.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, J15R.L achieves a -2.18% return, which is significantly lower than SUOG.L's 1.37% return.


J15R.L

1D
0.16%
1M
-1.97%
6M
-1.64%
YTD
-2.18%
1Y
-0.14%
3Y*
4.11%
5Y*
0.96%
10Y*

SUOG.L

1D
0.00%
1M
-0.41%
6M
0.96%
YTD
1.37%
1Y
3.25%
3Y*
5.85%
5Y*
1.27%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

J15R.L vs. SUOG.L - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
J15R.L
JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF
-2.18%8.88%-0.40%4.16%-2.63%-6.93%6.49%-6.95%
SUOG.L
iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist)
1.37%5.20%5.41%8.90%-12.32%-0.54%2.78%-0.07%

Correlation

The correlation between J15R.L and SUOG.L is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.30

Correlation (3Y)
Calculated over the trailing 3-year period

0.26

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (All Time)
Calculated using the full available price history since Jul 30, 2019

0.18

The correlation between J15R.L and SUOG.L shifts across timeframes, from 0.18 (all time) to 0.30 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

J15R.L vs. SUOG.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

J15R.L
J15R.L Risk / Return Rank: 99
Overall Rank
J15R.L Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
J15R.L Sortino Ratio Rank: 88
Sortino Ratio Rank
J15R.L Omega Ratio Rank: 88
Omega Ratio Rank
J15R.L Calmar Ratio Rank: 1010
Calmar Ratio Rank
J15R.L Martin Ratio Rank: 1010
Martin Ratio Rank

SUOG.L
SUOG.L Risk / Return Rank: 3636
Overall Rank
SUOG.L Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
SUOG.L Sortino Ratio Rank: 3434
Sortino Ratio Rank
SUOG.L Omega Ratio Rank: 3636
Omega Ratio Rank
SUOG.L Calmar Ratio Rank: 3434
Calmar Ratio Rank
SUOG.L Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

J15R.L vs. SUOG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF (J15R.L) and iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist) (SUOG.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.

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.


J15R.LSUOG.LDifference
Sharpe ratioReturn per unit of total volatility

-0.96

Sortino ratioReturn per unit of downside risk

-1.44

Omega ratioGain probability vs. loss probability

1.00

1.19

-0.19

Calmar ratioReturn relative to maximum drawdown

-0.04

1.33

-1.37

Martin ratioReturn relative to average drawdown

-0.09

4.95

-5.04

J15R.L vs. SUOG.L - Sharpe Ratio Comparison

The current J15R.L Sharpe Ratio is -0.03, which is lower than the SUOG.L Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of J15R.L and SUOG.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

J15R.L vs. SUOG.L - Drawdown Comparison

The maximum J15R.L drawdown since its inception was -19.54%, which is greater than SUOG.L's maximum drawdown of -16.15%. Use the drawdown chart below to compare losses from any high point for J15R.L and SUOG.L.


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Drawdown Indicators


J15R.LSUOG.LDifference

Max Drawdown

Largest peak-to-trough decline

-19.54%

-16.15%

-3.39%

Max Drawdown (1Y)

Largest decline over 1 year

-3.66%

-2.43%

-1.23%

Max Drawdown (3Y)

Largest decline over 3 years

-3.66%

-2.43%

-1.23%

Max Drawdown (5Y)

Largest decline over 5 years

-10.32%

-16.15%

+5.83%

Current Drawdown

Current decline from peak

-6.85%

-0.82%

-6.03%

Average Drawdown

Average peak-to-trough decline

-11.43%

-4.07%

-7.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.55%

0.65%

+0.90%

Volatility

J15R.L vs. SUOG.L - Volatility Comparison

JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF (J15R.L) has a higher volatility of 1.06% compared to iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist) (SUOG.L) at 0.91%. This indicates that J15R.L's price experiences larger fluctuations and is considered to be riskier than SUOG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


J15R.LSUOG.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.06%

0.91%

+0.15%

Volatility (6M)

Calculated over the trailing 6-month period

3.18%

2.85%

+0.33%

Volatility (1Y)

Calculated over the trailing 1-year period

4.18%

3.48%

+0.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.51%

4.67%

+0.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.37%

5.40%

+1.97%

J15R.L vs. SUOG.L - Expense Ratio Comparison

J15R.L has a 0.04% expense ratio, which is lower than SUOG.L's 0.16% 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

J15R.L vs. SUOG.L - Dividend Comparison

J15R.L has not paid dividends to shareholders, while SUOG.L's dividend yield for the trailing twelve months is around 3.22%.


PositionTTM2025202420232022202120202019
J15R.L
JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SUOG.L
iShares EUR Corporate Bond ESG SRI UCITS ETF GBP Hedged (Dist)
3.22%3.19%3.12%2.48%0.81%0.44%0.55%0.13%

Frequently Asked Questions


J15R.L and SUOG.L have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, J15R.L is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

J15R.L is cheaper with a 0.04% expense ratio, compared with 0.16% for SUOG.L.

J15R.L tracks Bloomberg Euro Agg Corp 1-3 Yr TR EUR, while SUOG.L tracks Bloomberg MSCI Euro Corporate ESG SRI Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.04% for J15R.L and 0.16% for SUOG.L.

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