JA13.DE vs. SYB5.DE
JA13.DE (JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF) and SYB5.DE (State Street SPDR Bloomberg 1-5 Year Gilt UCITS ETF (Dist)) are both Government Bonds funds - JA13.DE tracks the J.P. Morgan Government Bond Index United States 1-3 Year Select Maturity while SYB5.DE tracks the Bloomberg Sterling 1-5 Year Aggregate Gilts Bond Index. Both are passively managed. Over the past 5 years, JA13.DE returned 2.47%/yr vs 1.12%/yr for SYB5.DE. At a 0.17 correlation, their price movements are largely independent. JA13.DE charges 0.07%/yr vs 0.15%/yr for SYB5.DE.
Performance
JA13.DE vs. SYB5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JA13.DE achieves a 3.36% return, which is significantly lower than SYB5.DE's 3.56% 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*
- —
SYB5.DE
- 1D
- 0.86%
- 1M
- 1.86%
- 6M
- 2.51%
- YTD
- 3.56%
- 1Y
- 4.93%
- 3Y*
- 4.85%
- 5Y*
- 1.12%
- 10Y*
- 0.47%
JA13.DE vs. SYB5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
SYB5.DE State Street SPDR Bloomberg 1-5 Year Gilt UCITS ETF (Dist) | 3.56% | 0.33% | 6.69% | 5.72% | -10.68% | 5.60% | -4.05% | 6.95% | -2.75% |
Correlation
The correlation between JA13.DE and SYB5.DE is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jun 6, 2018 | 0.17 |
The correlation between JA13.DE and SYB5.DE shifts across timeframes, from 0.03 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JA13.DE vs. SYB5.DE — Risk / Return Rank
JA13.DE
SYB5.DE
JA13.DE vs. SYB5.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 State Street SPDR Bloomberg 1-5 Year Gilt UCITS ETF (Dist) (SYB5.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.DE | SYB5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.20 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.43 | -0.95 |
| Martin ratioReturn relative to average drawdown | 3.66 | 6.39 | -2.73 |
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Drawdowns
JA13.DE vs. SYB5.DE - Drawdown Comparison
The maximum JA13.DE drawdown since its inception was -15.21%, smaller than the maximum SYB5.DE drawdown of -26.72%. Use the drawdown chart below to compare losses from any high point for JA13.DE and SYB5.DE.
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Drawdown Indicators
| JA13.DE | SYB5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.21% | -26.72% | +11.51% |
Max Drawdown (1Y)Largest decline over 1 year | -3.53% | -2.02% | -1.51% |
Max Drawdown (3Y)Largest decline over 3 years | -10.93% | -4.43% | -6.50% |
Max Drawdown (5Y)Largest decline over 5 years | -12.52% | -15.56% | +3.04% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.19% | — |
Current DrawdownCurrent decline from peak | -5.49% | -9.88% | +4.39% |
Average DrawdownAverage peak-to-trough decline | -7.18% | -13.58% | +6.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.43% | 0.77% | +0.66% |
Volatility
JA13.DE vs. SYB5.DE - Volatility Comparison
JPMorgan BetaBuilders US Treasury Bond 1-3 yr UCITS ETF (JA13.DE) has a higher volatility of 1.43% compared to State Street SPDR Bloomberg 1-5 Year Gilt UCITS ETF (Dist) (SYB5.DE) at 1.36%. This indicates that JA13.DE's price experiences larger fluctuations and is considered to be riskier than SYB5.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.DE | SYB5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.43% | 1.36% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 3.90% | 3.50% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.53% | 4.56% | +0.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.15% | 6.29% | +0.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.59% | 6.93% | +1.66% |
JA13.DE vs. SYB5.DE - Expense Ratio Comparison
JA13.DE has a 0.07% expense ratio, which is lower than SYB5.DE's 0.15% 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. SYB5.DE - Dividend Comparison
JA13.DE has not paid dividends to shareholders, while SYB5.DE's dividend yield for the trailing twelve months is around 3.54%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SYB5.DE State Street SPDR Bloomberg 1-5 Year Gilt UCITS ETF (Dist) | 3.54% | 3.52% | 2.66% | 1.30% | 0.19% | 0.12% | 0.48% | 0.57% | 0.40% | 0.54% | 0.94% | 0.99% |
Frequently Asked Questions
JA13.DE and SYB5.DE have a correlation of 0.03, 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 0.15% for SYB5.DE.
JA13.DE tracks J.P. Morgan Government Bond Index United States 1-3 Year Select Maturity, while SYB5.DE tracks Bloomberg Sterling 1-5 Year Aggregate Gilts Bond Index. They also come from different issuers: JPMorgan and State Street. Their fees differ too: 0.07% for JA13.DE and 0.15% for SYB5.DE.
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