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JA13.DE vs. EXHC.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JA13.DE vs. EXHC.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF (JA13.DE) and iShares eb.rexx Government Germany 2.5-5.5yr UCITS ETF (DE) (EXHC.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JA13.DE achieves a 3.36% return, which is significantly higher than EXHC.DE's -0.23% return.


JA13.DE

1D
-0.25%
1M
1.31%
6M
2.39%
YTD
3.36%
1Y
4.50%
3Y*
3.52%
5Y*
2.47%
10Y*

EXHC.DE

1D
0.03%
1M
-0.36%
6M
-0.63%
YTD
-0.23%
1Y
-0.10%
3Y*
2.10%
5Y*
-1.02%
10Y*
-0.68%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JA13.DE vs. EXHC.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
JA13.DE
JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF
3.36%-6.52%9.95%0.52%2.13%7.66%-5.96%6.16%-11.41%
EXHC.DE
iShares eb.rexx Government Germany 2.5-5.5yr UCITS ETF (DE)
-0.23%1.16%1.57%4.17%-10.23%-1.37%-0.09%-0.18%0.07%

Correlation

The correlation between JA13.DE and EXHC.DE is -0.19, 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

-0.19

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

0.04

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

0.09

Correlation (All Time)
Calculated using the full available price history since Jun 6, 2018

0.12

The correlation between JA13.DE and EXHC.DE shifts across timeframes, from -0.19 (1 year) to 0.12 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

JA13.DE vs. EXHC.DE — Risk / Return Rank

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

JA13.DE
JA13.DE Risk / Return Rank: 3131
Overall Rank
JA13.DE Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
JA13.DE Sortino Ratio Rank: 3030
Sortino Ratio Rank
JA13.DE Omega Ratio Rank: 2727
Omega Ratio Rank
JA13.DE Calmar Ratio Rank: 3535
Calmar Ratio Rank
JA13.DE Martin Ratio Rank: 3030
Martin Ratio Rank

EXHC.DE
EXHC.DE Risk / Return Rank: 88
Overall Rank
EXHC.DE Sharpe Ratio Rank: 99
Sharpe Ratio Rank
EXHC.DE Sortino Ratio Rank: 88
Sortino Ratio Rank
EXHC.DE Omega Ratio Rank: 88
Omega Ratio Rank
EXHC.DE Calmar Ratio Rank: 99
Calmar Ratio Rank
EXHC.DE Martin Ratio Rank: 99
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.

JA13.DE vs. EXHC.DE - 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 (JA13.DE) and iShares eb.rexx Government Germany 2.5-5.5yr UCITS ETF (DE) (EXHC.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.


JA13.DEEXHC.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.99

Sortino ratioReturn per unit of downside risk

+1.46

Omega ratioGain probability vs. loss probability

1.17

1.00

+0.17

Calmar ratioReturn relative to maximum drawdown

1.48

-0.05

+1.53

Martin ratioReturn relative to average drawdown

3.66

-0.11

+3.77

JA13.DE vs. EXHC.DE - Sharpe Ratio Comparison

The current JA13.DE Sharpe Ratio is 0.96, which is higher than the EXHC.DE Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of JA13.DE and EXHC.DE, 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

JA13.DE vs. EXHC.DE - Drawdown Comparison

The maximum JA13.DE drawdown since its inception was -15.21%, which is greater than EXHC.DE's maximum drawdown of -14.39%. Use the drawdown chart below to compare losses from any high point for JA13.DE and EXHC.DE.


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Drawdown Indicators


JA13.DEEXHC.DEDifference

Max Drawdown

Largest peak-to-trough decline

-15.21%

-14.39%

-0.82%

Max Drawdown (1Y)

Largest decline over 1 year

-3.53%

-2.06%

-1.47%

Max Drawdown (3Y)

Largest decline over 3 years

-10.93%

-2.33%

-8.60%

Max Drawdown (5Y)

Largest decline over 5 years

-12.52%

-12.55%

+0.03%

Max Drawdown (10Y)

Largest decline over 10 years

-14.39%

Current Drawdown

Current decline from peak

-5.49%

-7.34%

+1.85%

Average Drawdown

Average peak-to-trough decline

-7.18%

-2.91%

-4.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.43%

0.89%

+0.54%

Volatility

JA13.DE vs. EXHC.DE - Volatility Comparison

JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF (JA13.DE) has a higher volatility of 1.43% compared to iShares eb.rexx Government Germany 2.5-5.5yr UCITS ETF (DE) (EXHC.DE) at 0.66%. This indicates that JA13.DE's price experiences larger fluctuations and is considered to be riskier than EXHC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JA13.DEEXHC.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.43%

0.66%

+0.77%

Volatility (6M)

Calculated over the trailing 6-month period

3.90%

2.11%

+1.79%

Volatility (1Y)

Calculated over the trailing 1-year period

5.53%

2.44%

+3.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.15%

3.59%

+3.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.59%

2.77%

+5.82%

JA13.DE vs. EXHC.DE - Expense Ratio Comparison

JA13.DE has a 0.07% expense ratio, which is lower than EXHC.DE'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

JA13.DE vs. EXHC.DE - Dividend Comparison

JA13.DE has not paid dividends to shareholders, while EXHC.DE's dividend yield for the trailing twelve months is around 1.41%.


PositionTTM20252024202320222021202020192018201720162015
EXHC.DE
iShares eb.rexx Government Germany 2.5-5.5yr UCITS ETF (DE)
1.41%1.38%1.11%0.81%0.41%0.68%0.86%1.08%0.91%1.34%1.65%1.82%
JA13.DE
JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.96%0.00%0.00%0.00%

Frequently Asked Questions


JA13.DE and EXHC.DE have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, JA13.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JA13.DE is cheaper with a 0.07% expense ratio, compared with 0.16% for EXHC.DE.

JA13.DE tracks J.P. Morgan Government Bond Index United States 1-3 Year Select Maturity, while EXHC.DE tracks eb.rexx Government Germany 2.5-5.5 Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.07% for JA13.DE and 0.16% for EXHC.DE.

Portfolio Optimizer

Find the right allocation for JA13.DE and EXHC.DE

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