JEST.DE vs. JPSC.DE
JEST.DE (JPM EUR Ultra-Short Income Active UCITS ETF EUR Acc) and JPSC.DE (JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc)) are both exchange-traded funds - JEST.DE is a Ultrashort Bond fund actively managed by JPMorgan, while JPSC.DE is a Small Cap Blend Equities fund tracking the Morningstar US Small Cap Target Market Exposure. JEST.DE is actively managed, while JPSC.DE is passively managed. Over the past 3 years, JEST.DE returned 3.28%/yr vs 16.13%/yr for JPSC.DE. At a 0.08 correlation, their price movements are largely independent. JEST.DE charges 0.18%/yr vs 0.14%/yr for JPSC.DE.
Performance
JEST.DE vs. JPSC.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JEST.DE achieves a 1.16% return, which is significantly lower than JPSC.DE's 19.98% return.
JEST.DE
- 1D
- -0.00%
- 1M
- 0.20%
- 6M
- 1.04%
- YTD
- 1.16%
- 1Y
- 2.14%
- 3Y*
- 3.28%
- 5Y*
- 2.04%
- 10Y*
- —
JPSC.DE
- 1D
- 0.00%
- 1M
- 0.62%
- 6M
- 13.97%
- YTD
- 19.98%
- 1Y
- 30.94%
- 3Y*
- 16.13%
- 5Y*
- —
- 10Y*
- —
JEST.DE vs. JPSC.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JEST.DE JPM EUR Ultra-Short Income Active UCITS ETF EUR Acc | 1.16% | 2.61% | 3.93% | 3.33% | 0.34% |
JPSC.DE JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) | 19.98% | 0.02% | 20.04% | 16.16% | -14.43% |
Correlation
The correlation between JEST.DE and JPSC.DE is 0.06, 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 | 0.06 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 2022 | 0.08 |
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Return for Risk
JEST.DE vs. JPSC.DE — Risk / Return Rank
JEST.DE
JPSC.DE
JEST.DE vs. JPSC.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM EUR Ultra-Short Income Active UCITS ETF EUR Acc (JEST.DE) and JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.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.
| JEST.DE | JPSC.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.55 | ||
| Sortino ratioReturn per unit of downside risk | +3.31 | ||
| Omega ratioGain probability vs. loss probability | 1.84 | 1.34 | +0.50 |
| Calmar ratioReturn relative to maximum drawdown | 5.65 | 4.89 | +0.77 |
| Martin ratioReturn relative to average drawdown | 29.32 | 14.54 | +14.78 |
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Drawdowns
JEST.DE vs. JPSC.DE - Drawdown Comparison
The maximum JEST.DE drawdown since its inception was -2.16%, smaller than the maximum JPSC.DE drawdown of -30.63%. Use the drawdown chart below to compare losses from any high point for JEST.DE and JPSC.DE.
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Drawdown Indicators
| JEST.DE | JPSC.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.16% | -30.63% | +28.47% |
Max Drawdown (1Y)Largest decline over 1 year | -0.37% | -6.36% | +5.99% |
Max Drawdown (3Y)Largest decline over 3 years | -0.37% | -30.63% | +30.26% |
Max Drawdown (5Y)Largest decline over 5 years | -1.32% | — | — |
Current DrawdownCurrent decline from peak | -0.04% | -3.24% | +3.20% |
Average DrawdownAverage peak-to-trough decline | -0.42% | -7.99% | +7.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.07% | 2.14% | -2.07% |
Volatility
JEST.DE vs. JPSC.DE - Volatility Comparison
The current volatility for JPM EUR Ultra-Short Income Active UCITS ETF EUR Acc (JEST.DE) is 0.14%, while JPMorgan BetaBuilders US Small Cap Equity UCITS ETF USD (acc) (JPSC.DE) has a volatility of 4.19%. This indicates that JEST.DE experiences smaller price fluctuations and is considered to be less risky than JPSC.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JEST.DE | JPSC.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.14% | 4.19% | -4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 0.55% | 11.14% | -10.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.61% | 16.16% | -15.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.48% | 18.86% | -18.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.70% | 18.86% | -18.16% |
JEST.DE vs. JPSC.DE - Expense Ratio Comparison
JEST.DE has a 0.18% expense ratio, which is higher than JPSC.DE's 0.14% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
JEST.DE vs. JPSC.DE - Dividend Comparison
Neither JEST.DE nor JPSC.DE has paid dividends to shareholders.
Frequently Asked Questions
JEST.DE and JPSC.DE have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JPSC.DE is cheaper at 0.14% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JPSC.DE is cheaper with a 0.14% expense ratio, compared with 0.18% for JEST.DE.
JEST.DE is categorized as Ultrashort Bond, while JPSC.DE is Small Cap Blend Equities. Their fees differ too: 0.18% for JEST.DE and 0.14% for JPSC.DE.
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