JER5.DE vs. IB26.DE
JER5.DE (JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF) and IB26.DE (iShares iBonds Dec 2026 Term EUR Corporate UCITS ETF EUR (Dist)) are both European Corporate Bonds funds - JER5.DE tracks the JP Morgan EUR Corporate Bond 1-5 Research Enhanced Index (ESG) while IB26.DE tracks the Bloomberg MSCI December 2026 Maturity EUR Corporate ESG Screened Index. Both are passively managed. Over the past year, JER5.DE returned 2.20% vs 2.18% for IB26.DE. A 0.56 correlation means they provide meaningful diversification when combined. JER5.DE charges 0.04%/yr vs 0.12%/yr for IB26.DE.
Performance
JER5.DE vs. IB26.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JER5.DE achieves a 0.48% return, which is significantly lower than IB26.DE's 0.88% return.
JER5.DE
- 1D
- 0.06%
- 1M
- 0.25%
- YTD
- 0.48%
- 6M
- 0.48%
- 1Y
- 2.20%
- 3Y*
- 4.31%
- 5Y*
- 1.14%
- 10Y*
- —
IB26.DE
- 1D
- 0.02%
- 1M
- 0.25%
- YTD
- 0.88%
- 6M
- 1.06%
- 1Y
- 2.18%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JER5.DE vs. IB26.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
JER5.DE JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF | 0.48% | 3.43% | 4.31% | 3.82% |
IB26.DE iShares iBonds Dec 2026 Term EUR Corporate UCITS ETF EUR (Dist) | 0.88% | 2.79% | 3.68% | 3.19% |
Correlation
The correlation between JER5.DE and IB26.DE is 0.09, 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 | 0.09 |
Correlation (All Time) Calculated using the full available price history since Aug 11, 2023 | 0.56 |
Over the past year, the correlation between JER5.DE and IB26.DE has dropped to 0.09 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.
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Return for Risk
JER5.DE vs. IB26.DE — Risk / Return Rank
JER5.DE
IB26.DE
JER5.DE vs. IB26.DE - 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 (JER5.DE) and iShares iBonds Dec 2026 Term EUR Corporate UCITS ETF EUR (Dist) (IB26.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.
| JER5.DE | IB26.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.95 | ||
| Sortino ratioReturn per unit of downside risk | -3.42 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.66 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 11.70 | -10.66 |
| Martin ratioReturn relative to average drawdown | 3.74 | 54.81 | -51.07 |
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
| JER5.DE | IB26.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 3.01 | -1.95 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 2.62 | -2.23 |
Drawdowns
JER5.DE vs. IB26.DE - Drawdown Comparison
The maximum JER5.DE drawdown since its inception was -10.17%, which is greater than IB26.DE's maximum drawdown of -0.83%. Use the drawdown chart below to compare losses from any high point for JER5.DE and IB26.DE.
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Drawdown Indicators
| JER5.DE | IB26.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.17% | -0.83% | -9.34% |
Max Drawdown (1Y)Largest decline over 1 year | -1.98% | -0.18% | -1.80% |
Max Drawdown (3Y)Largest decline over 3 years | -1.98% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -10.17% | — | — |
Current DrawdownCurrent decline from peak | -0.46% | 0.00% | -0.46% |
Average DrawdownAverage peak-to-trough decline | -2.25% | -0.11% | -2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.55% | 0.04% | +0.51% |
Volatility
JER5.DE vs. IB26.DE - Volatility Comparison
JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF (JER5.DE) has a higher volatility of 0.58% compared to iShares iBonds Dec 2026 Term EUR Corporate UCITS ETF EUR (Dist) (IB26.DE) at 0.25%. This indicates that JER5.DE's price experiences larger fluctuations and is considered to be riskier than IB26.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JER5.DE | IB26.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 0.25% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 1.73% | 0.51% | +1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.96% | 0.72% | +1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.55% | 1.43% | +1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.10% | 1.43% | +1.67% |
JER5.DE vs. IB26.DE - Expense Ratio Comparison
JER5.DE has a 0.04% expense ratio, which is lower than IB26.DE's 0.12% 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
JER5.DE vs. IB26.DE - Dividend Comparison
JER5.DE has not paid dividends to shareholders, while IB26.DE's dividend yield for the trailing twelve months is around 3.14%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IB26.DE iShares iBonds Dec 2026 Term EUR Corporate UCITS ETF EUR (Dist) | 3.14% | 3.24% | 3.59% | 1.20% |
JER5.DE JPMorgan EUR Corporate Bond 1-5 yr Research Enhanced Index (ESG) UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JER5.DE and IB26.DE have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JER5.DE is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JER5.DE is cheaper with a 0.04% expense ratio, compared with 0.12% for IB26.DE.
JER5.DE tracks JP Morgan EUR Corporate Bond 1-5 Research Enhanced Index (ESG), while IB26.DE tracks Bloomberg MSCI December 2026 Maturity EUR Corporate ESG Screened Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.04% for JER5.DE and 0.12% for IB26.DE.
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