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JPBM.DE vs. JMBA.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JPBM.DE vs. JMBA.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in JPMorgan USD Emerging Markets Sovereign Bond UCITS ETF - USD (Dist) (JPBM.DE) and JPM USD Emerging Markets Sovereign Bond UCITS ETF (JMBA.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with JPBM.DE having a 4.40% return and JMBA.DE slightly lower at 4.33%.


JPBM.DE

1D
-0.08%
1M
0.64%
6M
3.84%
YTD
4.40%
1Y
11.06%
3Y*
6.59%
5Y*
1.94%
10Y*

JMBA.DE

1D
-0.15%
1M
0.55%
6M
3.60%
YTD
4.33%
1Y
10.91%
3Y*
6.62%
5Y*
1.93%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JPBM.DE vs. JMBA.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
JPBM.DE
JPMorgan USD Emerging Markets Sovereign Bond UCITS ETF - USD (Dist)
4.40%0.87%7.74%5.71%-10.77%5.50%-4.06%2.36%
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%

Correlation

The correlation between JPBM.DE and JMBA.DE is 0.91, 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

0.91

Correlation (3Y)
Calculated over the trailing 3-year period

0.93

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

0.96

Correlation (All Time)
Calculated using the full available price history since Dec 3, 2019

0.88

The correlation between JPBM.DE and JMBA.DE has been stable across timeframes, ranging from 0.88 to 0.96 - a consistent structural relationship.

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Return for Risk

JPBM.DE vs. JMBA.DE — Risk / Return Rank

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

JPBM.DE
JPBM.DE Risk / Return Rank: 7575
Overall Rank
JPBM.DE Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
JPBM.DE Sortino Ratio Rank: 7676
Sortino Ratio Rank
JPBM.DE Omega Ratio Rank: 7575
Omega Ratio Rank
JPBM.DE Calmar Ratio Rank: 8383
Calmar Ratio Rank
JPBM.DE Martin Ratio Rank: 7171
Martin Ratio Rank

JMBA.DE
JMBA.DE Risk / Return Rank: 8282
Overall Rank
JMBA.DE Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
JMBA.DE Sortino Ratio Rank: 8383
Sortino Ratio Rank
JMBA.DE Omega Ratio Rank: 8383
Omega Ratio Rank
JMBA.DE Calmar Ratio Rank: 8686
Calmar Ratio Rank
JMBA.DE Martin Ratio Rank: 7878
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.

JPBM.DE vs. JMBA.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan USD Emerging Markets Sovereign Bond UCITS ETF - USD (Dist) (JPBM.DE) and JPM USD Emerging Markets Sovereign Bond UCITS ETF (JMBA.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.


JPBM.DEJMBA.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

-0.26

Omega ratioGain probability vs. loss probability

1.35

1.39

-0.04

Calmar ratioReturn relative to maximum drawdown

3.59

3.84

-0.24

Martin ratioReturn relative to average drawdown

10.32

11.71

-1.38

JPBM.DE vs. JMBA.DE - Sharpe Ratio Comparison

The current JPBM.DE Sharpe Ratio is 1.87, which is comparable to the JMBA.DE Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of JPBM.DE and JMBA.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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Drawdowns

JPBM.DE vs. JMBA.DE - Drawdown Comparison

The maximum JPBM.DE drawdown since its inception was -25.94%, roughly equal to the maximum JMBA.DE drawdown of -26.66%. Use the drawdown chart below to compare losses from any high point for JPBM.DE and JMBA.DE.


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Drawdown Indicators


JPBM.DEJMBA.DEDifference

Max Drawdown

Largest peak-to-trough decline

-25.94%

-26.66%

+0.72%

Max Drawdown (1Y)

Largest decline over 1 year

-3.07%

-3.14%

+0.07%

Max Drawdown (3Y)

Largest decline over 3 years

-12.49%

-12.45%

-0.04%

Max Drawdown (5Y)

Largest decline over 5 years

-14.10%

-14.09%

-0.01%

Current Drawdown

Current decline from peak

-1.44%

-1.40%

-0.04%

Average Drawdown

Average peak-to-trough decline

-9.22%

-11.27%

+2.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.07%

1.03%

+0.04%

Volatility

JPBM.DE vs. JMBA.DE - Volatility Comparison

JPMorgan USD Emerging Markets Sovereign Bond UCITS ETF - USD (Dist) (JPBM.DE) has a higher volatility of 1.67% compared to JPM USD Emerging Markets Sovereign Bond UCITS ETF (JMBA.DE) at 1.53%. This indicates that JPBM.DE's price experiences larger fluctuations and is considered to be riskier than JMBA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JPBM.DEJMBA.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.67%

1.53%

+0.14%

Volatility (6M)

Calculated over the trailing 6-month period

4.03%

4.11%

-0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

5.91%

6.05%

-0.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.48%

8.43%

+0.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.85%

10.70%

+4.15%

JPBM.DE vs. JMBA.DE - Expense Ratio Comparison

Both JPBM.DE and JMBA.DE have an expense ratio of 0.39%.


Dividends

JPBM.DE vs. JMBA.DE - Dividend Comparison

JPBM.DE's dividend yield for the trailing twelve months is around 5.80%, while JMBA.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
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%
JPBM.DE
JPMorgan USD Emerging Markets Sovereign Bond UCITS ETF - USD (Dist)
5.80%6.24%5.67%5.42%5.58%3.96%4.40%4.40%4.04%

Frequently Asked Questions


With a correlation of 0.91, JPBM.DE and JMBA.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Both ETFs have the same 0.39% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

JPBM.DE and JMBA.DE have the same expense ratio: 0.39% per year.

JPBM.DE tracks JPM EMBI Global Diversified TR USD, while JMBA.DE tracks J.P. Morgan Emerging Markets Risk-Aware Bond Index.

Portfolio Optimizer

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