JGPI.DE vs. IUS7.DE
JGPI.DE (JPMorgan Global Equity Premium Income UCITS ETF) and IUS7.DE (iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)) are both exchange-traded funds - JGPI.DE is a Large Cap Blend Equities fund actively managed by JPMorgan, while IUS7.DE is a Emerging Markets Bonds fund tracking the JP Morgan EMBI Global Core. JGPI.DE is actively managed, while IUS7.DE is passively managed. Over the past year, JGPI.DE returned -0.98% vs 9.31% for IUS7.DE. At a 0.40 correlation, their price movements are largely independent. JGPI.DE charges 0.35%/yr vs 0.45%/yr for IUS7.DE.
Performance
JGPI.DE vs. IUS7.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JGPI.DE achieves a -1.21% return, which is significantly lower than IUS7.DE's 2.97% return.
JGPI.DE
- 1D
- -0.25%
- 1M
- 0.10%
- YTD
- -1.21%
- 6M
- -1.08%
- 1Y
- -0.98%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUS7.DE
- 1D
- 0.14%
- 1M
- 1.60%
- YTD
- 2.97%
- 6M
- 2.72%
- 1Y
- 9.31%
- 3Y*
- 6.75%
- 5Y*
- 2.86%
- 10Y*
- 3.08%
JGPI.DE vs. IUS7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
JGPI.DE JPMorgan Global Equity Premium Income UCITS ETF | -1.21% | -0.60% | 14.79% | -1.17% |
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 2.97% | 1.14% | 11.74% | 0.23% |
Correlation
The correlation between JGPI.DE and IUS7.DE is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Dec 8, 2023 | 0.40 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
JGPI.DE vs. IUS7.DE — Risk / Return Rank
JGPI.DE
IUS7.DE
JGPI.DE vs. IUS7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) and iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.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.
| JGPI.DE | IUS7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.68 | ||
| Sortino ratioReturn per unit of downside risk | -2.44 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.29 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 3.00 | -3.12 |
| Martin ratioReturn relative to average drawdown | -0.32 | 9.17 | -9.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| JGPI.DE | IUS7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.12 | 1.55 | -1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.33 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.28 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.61 | -0.15 |
Drawdowns
JGPI.DE vs. IUS7.DE - Drawdown Comparison
The maximum JGPI.DE drawdown since its inception was -12.10%, smaller than the maximum IUS7.DE drawdown of -27.13%. Use the drawdown chart below to compare losses from any high point for JGPI.DE and IUS7.DE.
Loading charts...
Drawdown Indicators
| JGPI.DE | IUS7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.10% | -27.13% | +15.03% |
Max Drawdown (1Y)Largest decline over 1 year | -8.18% | -3.09% | -5.09% |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.95% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.90% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.13% | — |
Current DrawdownCurrent decline from peak | -8.94% | 0.00% | -8.94% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -6.48% | +2.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 1.01% | +2.04% |
Volatility
JGPI.DE vs. IUS7.DE - Volatility Comparison
JPMorgan Global Equity Premium Income UCITS ETF (JGPI.DE) has a higher volatility of 2.53% compared to iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) at 1.24%. This indicates that JGPI.DE's price experiences larger fluctuations and is considered to be riskier than IUS7.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| JGPI.DE | IUS7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.53% | 1.24% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 5.35% | 4.03% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.92% | 5.97% | +1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.59% | 8.56% | +1.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.59% | 11.02% | -1.43% |
JGPI.DE vs. IUS7.DE - Expense Ratio Comparison
JGPI.DE has a 0.35% expense ratio, which is lower than IUS7.DE's 0.45% expense ratio.
Dividends
JGPI.DE vs. IUS7.DE - Dividend Comparison
JGPI.DE's dividend yield for the trailing twelve months is around 8.85%, more than IUS7.DE's 5.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 5.80% | 6.10% | 5.62% | 5.77% | 5.63% | 3.80% | 4.17% | 4.72% | 4.70% | 5.11% | 5.29% | 4.71% |
JGPI.DE JPMorgan Global Equity Premium Income UCITS ETF | 8.85% | 8.18% | 6.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JGPI.DE and IUS7.DE have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JGPI.DE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JGPI.DE is cheaper with a 0.35% expense ratio, compared with 0.45% for IUS7.DE.
JGPI.DE is categorized as Large Cap Blend Equities, while IUS7.DE is Emerging Markets Bonds. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.35% for JGPI.DE and 0.45% for IUS7.DE.
Find the right allocation for JGPI.DE and IUS7.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer