JMBA.DE vs. IUS7.DE
JMBA.DE (JPM USD Emerging Markets Sovereign Bond UCITS ETF) and IUS7.DE (iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist)) are both Emerging Markets Bonds funds - JMBA.DE tracks the J.P. Morgan Emerging Markets Risk-Aware Bond Index while IUS7.DE tracks the JP Morgan EMBI Global Core. Both are passively managed. Over the past 5 years, JMBA.DE returned 1.93%/yr vs 2.45%/yr for IUS7.DE. Their correlation of 0.91 suggests significant overlap in exposure. JMBA.DE charges 0.39%/yr vs 0.45%/yr for IUS7.DE.
Performance
JMBA.DE vs. IUS7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JMBA.DE achieves a 4.33% return, which is significantly lower than IUS7.DE's 4.85% return.
JMBA.DE
- 1D
- -0.15%
- 1M
- 0.55%
- 6M
- 3.60%
- YTD
- 4.33%
- 1Y
- 10.91%
- 3Y*
- 6.62%
- 5Y*
- 1.93%
- 10Y*
- —
IUS7.DE
- 1D
- 0.16%
- 1M
- 0.76%
- 6M
- 4.15%
- YTD
- 4.85%
- 1Y
- 11.77%
- 3Y*
- 8.16%
- 5Y*
- 2.45%
- 10Y*
- 2.59%
JMBA.DE vs. IUS7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JMBA.DE JPM USD Emerging Markets Sovereign Bond UCITS ETF | 4.33% | 0.84% | 7.77% | 5.79% | -10.80% | 5.58% | -4.14% | -7.72% |
IUS7.DE iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) | 4.85% | 1.15% | 11.75% | 6.76% | -13.15% | 5.75% | -4.03% | 2.24% |
Correlation
The correlation between JMBA.DE and IUS7.DE is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Dec 3, 2019 | 0.91 |
The correlation between JMBA.DE and IUS7.DE has been stable across timeframes, ranging from 0.89 to 0.95 - a consistent structural relationship.
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Return for Risk
JMBA.DE vs. IUS7.DE — Risk / Return Rank
JMBA.DE
IUS7.DE
JMBA.DE vs. IUS7.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM USD Emerging Markets Sovereign Bond UCITS ETF (JMBA.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.
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.
| JMBA.DE | IUS7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.36 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.84 | 3.79 | +0.05 |
| Martin ratioReturn relative to average drawdown | 11.71 | 11.14 | +0.57 |
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Drawdowns
JMBA.DE vs. IUS7.DE - Drawdown Comparison
The maximum JMBA.DE drawdown since its inception was -26.66%, roughly equal to the maximum IUS7.DE drawdown of -27.13%. Use the drawdown chart below to compare losses from any high point for JMBA.DE and IUS7.DE.
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Drawdown Indicators
| JMBA.DE | IUS7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.66% | -27.13% | +0.47% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -3.09% | -0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -12.45% | -12.95% | +0.50% |
Max Drawdown (5Y)Largest decline over 5 years | -14.09% | -15.91% | +1.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.13% | — |
Current DrawdownCurrent decline from peak | -1.40% | -1.03% | -0.37% |
Average DrawdownAverage peak-to-trough decline | -11.27% | -6.39% | -4.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.03% | 1.05% | -0.02% |
Volatility
JMBA.DE vs. IUS7.DE - Volatility Comparison
JPM USD Emerging Markets Sovereign Bond UCITS ETF (JMBA.DE) and iShares J.P. Morgan USD Emerging Markets Bond UCITS ETF (Dist) (IUS7.DE) have volatilities of 1.53% and 1.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JMBA.DE | IUS7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.53% | 1.55% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 4.11% | 4.23% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.05% | 6.19% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.43% | 8.56% | -0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.70% | 11.00% | -0.30% |
JMBA.DE vs. IUS7.DE - Expense Ratio Comparison
JMBA.DE has a 0.39% expense ratio, which is lower than IUS7.DE's 0.45% expense ratio.
Dividends
JMBA.DE vs. IUS7.DE - Dividend Comparison
JMBA.DE has not paid dividends to shareholders, while IUS7.DE's dividend yield for the trailing twelve months is around 5.65%.
| 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) | 5.65% | 6.10% | 5.62% | 5.77% | 5.63% | 3.81% | 4.18% | 4.73% | 4.70% | 5.11% | 5.30% | 4.71% |
JMBA.DE JPM USD Emerging Markets Sovereign Bond UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JMBA.DE and IUS7.DE have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JMBA.DE is cheaper at 0.39% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JMBA.DE is cheaper with a 0.39% expense ratio, compared with 0.45% for IUS7.DE.
JMBA.DE tracks J.P. Morgan Emerging Markets Risk-Aware Bond Index, while IUS7.DE tracks JP Morgan EMBI Global Core. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.39% for JMBA.DE and 0.45% for IUS7.DE.
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