JEPG.L vs. BB3M.L
JEPG.L (JPM Global Equity Premium Income Active UCITS ETF - USD Dist) and BB3M.L (JPM BetaBuilders US Treasury Bond 0-3 Months UCITS ETF USD Acc USD) are both exchange-traded funds - JEPG.L is a Global Equities fund actively managed by JPMorgan, while BB3M.L is a Ultrashort Bond fund actively managed by JPMorgan. Both are actively managed. Over the past year, JEPG.L returned 1.21% vs 3.90% for BB3M.L. At a correlation of -0.01, they often move in opposite directions. JEPG.L charges 0.35%/yr vs 0.07%/yr for BB3M.L.
Performance
JEPG.L vs. BB3M.L - Performance Comparison
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Returns By Period
In the year-to-date period, JEPG.L achieves a -2.64% return, which is significantly lower than BB3M.L's 1.48% return.
JEPG.L
- 1D
- 0.03%
- 1M
- -1.49%
- YTD
- -2.64%
- 6M
- -1.72%
- 1Y
- 1.21%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BB3M.L
- 1D
- 0.05%
- 1M
- 0.34%
- YTD
- 1.48%
- 6M
- 1.79%
- 1Y
- 3.90%
- 3Y*
- 4.69%
- 5Y*
- 3.46%
- 10Y*
- —
JEPG.L vs. BB3M.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
JEPG.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | -2.64% | 12.39% | 7.83% | 1.63% |
BB3M.L JPM BetaBuilders US Treasury Bond 0-3 Months UCITS ETF USD Acc USD | 1.48% | 4.28% | 5.24% | 0.38% |
Correlation
The correlation between JEPG.L and BB3M.L is -0.01, 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 | -0.01 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 2023 | -0.01 |
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Return for Risk
JEPG.L vs. BB3M.L — Risk / Return Rank
JEPG.L
BB3M.L
JEPG.L vs. BB3M.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L) and JPM BetaBuilders US Treasury Bond 0-3 Months UCITS ETF USD Acc USD (BB3M.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.
| JEPG.L | BB3M.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.72 | ||
| Sortino ratioReturn per unit of downside risk | -7.95 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 2.14 | -1.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | 28.84 | -28.75 |
| Martin ratioReturn relative to average drawdown | 0.23 | 103.10 | -102.87 |
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
| JEPG.L | BB3M.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.08 | 4.80 | -4.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 3.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 3.40 | -2.71 |
Drawdowns
JEPG.L vs. BB3M.L - Drawdown Comparison
The maximum JEPG.L drawdown since its inception was -8.41%, which is greater than BB3M.L's maximum drawdown of -1.19%. Use the drawdown chart below to compare losses from any high point for JEPG.L and BB3M.L.
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Drawdown Indicators
| JEPG.L | BB3M.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.41% | -1.19% | -7.22% |
Max Drawdown (1Y)Largest decline over 1 year | -8.41% | -0.14% | -8.27% |
Max Drawdown (3Y)Largest decline over 3 years | — | -0.23% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -1.19% | — |
Current DrawdownCurrent decline from peak | -7.98% | 0.00% | -7.98% |
Average DrawdownAverage peak-to-trough decline | -1.70% | -0.03% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.20% | 0.04% | +3.16% |
Volatility
JEPG.L vs. BB3M.L - Volatility Comparison
JPM Global Equity Premium Income Active UCITS ETF - USD Dist (JEPG.L) has a higher volatility of 2.69% compared to JPM BetaBuilders US Treasury Bond 0-3 Months UCITS ETF USD Acc USD (BB3M.L) at 0.30%. This indicates that JEPG.L's price experiences larger fluctuations and is considered to be riskier than BB3M.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JEPG.L | BB3M.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.69% | 0.30% | +2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 6.64% | 0.63% | +6.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.19% | 0.82% | +8.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.97% | 0.99% | +9.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.97% | 0.96% | +10.01% |
JEPG.L vs. BB3M.L - Expense Ratio Comparison
JEPG.L has a 0.35% expense ratio, which is higher than BB3M.L's 0.07% expense ratio.
Dividends
JEPG.L vs. BB3M.L - Dividend Comparison
JEPG.L's dividend yield for the trailing twelve months is around 8.88%, while BB3M.L has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BB3M.L JPM BetaBuilders US Treasury Bond 0-3 Months UCITS ETF USD Acc USD | 0.00% | 0.00% | 0.00% |
JEPG.L JPM Global Equity Premium Income Active UCITS ETF - USD Dist | 8.88% | 7.86% | 6.50% |
Frequently Asked Questions
JEPG.L and BB3M.L have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BB3M.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BB3M.L is cheaper with a 0.07% expense ratio, compared with 0.35% for JEPG.L.
JEPG.L is categorized as Global Equities, while BB3M.L is Ultrashort Bond. Their fees differ too: 0.35% for JEPG.L and 0.07% for BB3M.L.
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