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JE13.DE vs. JGPI.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JE13.DE vs. JGPI.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) (JE13.DE) and JPMorgan Global Equity Premium Income UCITS ETF (JGPI.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, JE13.DE achieves a 0.06% return, which is significantly higher than JGPI.DE's -1.21% return.


JE13.DE

1D
0.05%
1M
0.04%
YTD
0.06%
6M
0.18%
1Y
0.97%
3Y*
2.63%
5Y*
0.62%
10Y*

JGPI.DE

1D
-0.25%
1M
0.55%
YTD
-1.21%
6M
-0.63%
1Y
-0.44%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JE13.DE vs. JGPI.DE - Yearly Performance Comparison


2026 (YTD)202520242023
JE13.DE
JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc)
0.06%2.30%2.97%0.57%
JGPI.DE
JPMorgan Global Equity Premium Income UCITS ETF
-1.21%-0.60%14.79%-1.17%

Correlation

The correlation between JE13.DE and JGPI.DE is 0.08, 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

0.08

Correlation (All Time)
Calculated using the full available price history since Dec 8, 2023

0.07

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Return for Risk

JE13.DE vs. JGPI.DE — Risk / Return Rank

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

JE13.DE
JE13.DE Risk / Return Rank: 1919
Overall Rank
JE13.DE Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
JE13.DE Sortino Ratio Rank: 1818
Sortino Ratio Rank
JE13.DE Omega Ratio Rank: 2020
Omega Ratio Rank
JE13.DE Calmar Ratio Rank: 1717
Calmar Ratio Rank
JE13.DE Martin Ratio Rank: 1919
Martin Ratio Rank

JGPI.DE
JGPI.DE Risk / Return Rank: 88
Overall Rank
JGPI.DE Sharpe Ratio Rank: 88
Sharpe Ratio Rank
JGPI.DE Sortino Ratio Rank: 77
Sortino Ratio Rank
JGPI.DE Omega Ratio Rank: 77
Omega Ratio Rank
JGPI.DE Calmar Ratio Rank: 88
Calmar Ratio Rank
JGPI.DE Martin Ratio Rank: 77
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.

JE13.DE vs. JGPI.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) (JE13.DE) and JPMorgan Global Equity Premium Income UCITS ETF (JGPI.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.


JE13.DEJGPI.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.73

Sortino ratioReturn per unit of downside risk

+1.01

Omega ratioGain probability vs. loss probability

1.12

0.99

+0.14

Calmar ratioReturn relative to maximum drawdown

0.62

-0.12

+0.74

Martin ratioReturn relative to average drawdown

2.01

-0.32

+2.33

JE13.DE vs. JGPI.DE - Sharpe Ratio Comparison

The current JE13.DE Sharpe Ratio is 0.61, which is higher than the JGPI.DE Sharpe Ratio of -0.12. The chart below compares the historical Sharpe Ratios of JE13.DE and JGPI.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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Sharpe Ratios by Period


JE13.DEJGPI.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.61

-0.12

+0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.46

-0.24

Drawdowns

JE13.DE vs. JGPI.DE - Drawdown Comparison

The maximum JE13.DE drawdown since its inception was -6.90%, smaller than the maximum JGPI.DE drawdown of -12.10%. Use the drawdown chart below to compare losses from any high point for JE13.DE and JGPI.DE.


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Drawdown Indicators


JE13.DEJGPI.DEDifference

Max Drawdown

Largest peak-to-trough decline

-6.90%

-12.10%

+5.20%

Max Drawdown (1Y)

Largest decline over 1 year

-1.28%

-8.18%

+6.90%

Max Drawdown (3Y)

Largest decline over 3 years

-1.28%

Max Drawdown (5Y)

Largest decline over 5 years

-6.01%

Current Drawdown

Current decline from peak

-0.54%

-8.94%

+8.40%

Average Drawdown

Average peak-to-trough decline

-1.76%

-4.41%

+2.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.40%

3.05%

-2.65%

Volatility

JE13.DE vs. JGPI.DE - Volatility Comparison

The current volatility for JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) (JE13.DE) is 0.46%, while JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) has a volatility of 2.53%. This indicates that JE13.DE experiences smaller price fluctuations and is considered to be less risky than JGPI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JE13.DEJGPI.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.46%

2.53%

-2.07%

Volatility (6M)

Calculated over the trailing 6-month period

1.21%

5.35%

-4.14%

Volatility (1Y)

Calculated over the trailing 1-year period

1.32%

7.92%

-6.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.71%

9.59%

-7.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.52%

9.59%

-8.07%

JE13.DE vs. JGPI.DE - Expense Ratio Comparison

JE13.DE has a 0.10% expense ratio, which is lower than JGPI.DE's 0.35% expense ratio.


Dividends

JE13.DE vs. JGPI.DE - Dividend Comparison

JE13.DE has not paid dividends to shareholders, while JGPI.DE's dividend yield for the trailing twelve months is around 8.85%.


Frequently Asked Questions


JE13.DE and JGPI.DE have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, JE13.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JE13.DE is cheaper with a 0.10% expense ratio, compared with 0.35% for JGPI.DE.

JE13.DE is categorized as European Government Bonds, while JGPI.DE is Large Cap Blend Equities. Their fees differ too: 0.10% for JE13.DE and 0.35% for JGPI.DE.

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