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JMRE.L vs. IQQI.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JMRE.L vs. IQQI.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) (JMRE.L) and iShares Global Infrastructure UCITS ETF (IQQI.DE). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

JMRE.L is traded in GBp, while IQQI.DE is traded in EUR. To make them comparable, the IQQI.DE values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, JMRE.L achieves a 29.27% return, which is significantly higher than IQQI.DE's 9.49% return.


JMRE.L

1D
-1.66%
1M
6.70%
YTD
29.27%
6M
31.42%
1Y
58.05%
3Y*
21.44%
5Y*
8.43%
10Y*

IQQI.DE

1D
-1.25%
1M
-1.87%
YTD
9.49%
6M
7.98%
1Y
15.35%
3Y*
8.62%
5Y*
6.91%
10Y*
7.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JMRE.L vs. IQQI.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
JMRE.L
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)
29.27%25.64%8.21%2.02%-12.02%-1.26%16.34%15.61%-24.67%
IQQI.DE
iShares Global Infrastructure UCITS ETF
9.49%5.77%9.51%-5.10%5.08%18.01%-5.80%21.11%-4.96%

Correlation

The correlation between JMRE.L and IQQI.DE 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 (3Y)
Calculated over the trailing 3-year period

0.17

Correlation (5Y)
Calculated over the trailing 5-year period

0.20

Correlation (All Time)
Calculated using the full available price history since Dec 6, 2018

0.33

Over the past year, the correlation between JMRE.L and IQQI.DE has dropped to 0.01 - well below their long-term average of 0.33, suggesting their price drivers have been diverging.

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Return for Risk

JMRE.L vs. IQQI.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JMRE.L
JMRE.L Risk / Return Rank: 9191
Overall Rank
JMRE.L Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
JMRE.L Sortino Ratio Rank: 9292
Sortino Ratio Rank
JMRE.L Omega Ratio Rank: 9393
Omega Ratio Rank
JMRE.L Calmar Ratio Rank: 9090
Calmar Ratio Rank
JMRE.L Martin Ratio Rank: 8888
Martin Ratio Rank

IQQI.DE
IQQI.DE Risk / Return Rank: 3838
Overall Rank
IQQI.DE Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
IQQI.DE Sortino Ratio Rank: 3434
Sortino Ratio Rank
IQQI.DE Omega Ratio Rank: 3030
Omega Ratio Rank
IQQI.DE Calmar Ratio Rank: 5252
Calmar Ratio Rank
IQQI.DE Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JMRE.L vs. IQQI.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) (JMRE.L) and iShares Global Infrastructure UCITS ETF (IQQI.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.


JMRE.LIQQI.DEDifference
Sharpe ratioReturn per unit of total volatility

+1.99

Sortino ratioReturn per unit of downside risk

+2.28

Omega ratioGain probability vs. loss probability

1.63

1.25

+0.38

Calmar ratioReturn relative to maximum drawdown

5.49

2.74

+2.76

Martin ratioReturn relative to average drawdown

19.12

7.04

+12.09

JMRE.L vs. IQQI.DE - Sharpe Ratio Comparison

The current JMRE.L Sharpe Ratio is 3.43, which is higher than the IQQI.DE Sharpe Ratio of 1.44. The chart below compares the historical Sharpe Ratios of JMRE.L and IQQI.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


JMRE.LIQQI.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.43

1.44

+1.99

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.32

0.54

-0.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.24

0.39

-0.15

Drawdowns

JMRE.L vs. IQQI.DE - Drawdown Comparison

The maximum JMRE.L drawdown since its inception was -31.64%, smaller than the maximum IQQI.DE drawdown of -36.47%. Use the drawdown chart below to compare losses from any high point for JMRE.L and IQQI.DE.


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Drawdown Indicators


JMRE.LIQQI.DEDifference

Max Drawdown

Largest peak-to-trough decline

-31.64%

-36.47%

+4.83%

Max Drawdown (1Y)

Largest decline over 1 year

-10.51%

-5.58%

-4.93%

Max Drawdown (3Y)

Largest decline over 3 years

-23.91%

-12.46%

-11.45%

Max Drawdown (5Y)

Largest decline over 5 years

-25.50%

-23.19%

-2.31%

Max Drawdown (10Y)

Largest decline over 10 years

-26.79%

Current Drawdown

Current decline from peak

-2.44%

-3.72%

+1.28%

Average Drawdown

Average peak-to-trough decline

-14.76%

-7.17%

-7.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.03%

2.18%

+0.85%

Volatility

JMRE.L vs. IQQI.DE - Volatility Comparison

JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) (JMRE.L) has a higher volatility of 7.50% compared to iShares Global Infrastructure UCITS ETF (IQQI.DE) at 4.02%. This indicates that JMRE.L's price experiences larger fluctuations and is considered to be riskier than IQQI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JMRE.LIQQI.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.50%

4.02%

+3.48%

Volatility (6M)

Calculated over the trailing 6-month period

14.44%

9.08%

+5.36%

Volatility (1Y)

Calculated over the trailing 1-year period

16.87%

10.63%

+6.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.64%

12.56%

+14.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.15%

14.34%

+11.81%

JMRE.L vs. IQQI.DE - Expense Ratio Comparison

JMRE.L has a 0.30% expense ratio, which is lower than IQQI.DE's 0.65% expense ratio.


Dividends

JMRE.L vs. IQQI.DE - Dividend Comparison

JMRE.L has not paid dividends to shareholders, while IQQI.DE's dividend yield for the trailing twelve months is around 2.09%.


PositionTTM20252024202320222021202020192018201720162015
IQQI.DE
iShares Global Infrastructure UCITS ETF
2.09%2.30%2.28%2.42%2.14%1.85%2.25%2.05%2.30%2.76%2.64%3.14%
JMRE.L
JPMorgan Global Emerging Markets Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)
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


JMRE.L and IQQI.DE 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, JMRE.L is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JMRE.L is cheaper with a 0.30% expense ratio, compared with 0.65% for IQQI.DE.

JMRE.L is categorized as Emerging Markets Equities, while IQQI.DE is Global Equities. JMRE.L tracks MSCI EM NR USD, while IQQI.DE tracks FTSE Global Core Infrastructure Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.30% for JMRE.L and 0.65% for IQQI.DE.

Portfolio Optimizer

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