JPCT.DE vs. BBTR.DE
JPCT.DE (JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc)) and BBTR.DE (JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc)) are both exchange-traded funds - JPCT.DE is a Global Equities fund tracking the Solactive JP Morgan Asset Management Carbon Transition Global Equity, while BBTR.DE is a Government Bonds fund tracking the J.P. Morgan Government Bond US Index. Both are passively managed. Over the past 5 years, JPCT.DE returned 11.53%/yr vs 0.35%/yr for BBTR.DE. At a 0.01 correlation, their price movements are largely independent. JPCT.DE charges 0.19%/yr vs 0.07%/yr for BBTR.DE.
Performance
JPCT.DE vs. BBTR.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JPCT.DE achieves a 7.39% return, which is significantly higher than BBTR.DE's 1.03% return.
JPCT.DE
- 1D
- 0.24%
- 1M
- 4.31%
- YTD
- 7.39%
- 6M
- 7.70%
- 1Y
- 18.63%
- 3Y*
- 15.09%
- 5Y*
- 11.53%
- 10Y*
- —
BBTR.DE
- 1D
- 0.12%
- 1M
- 0.84%
- YTD
- 1.03%
- 6M
- 0.24%
- 1Y
- 1.67%
- 3Y*
- -0.04%
- 5Y*
- 0.35%
- 10Y*
- —
JPCT.DE vs. BBTR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
JPCT.DE JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) | 7.39% | 6.84% | 24.37% | 19.66% | -14.19% | 34.64% | 2.14% |
BBTR.DE JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 1.03% | -5.45% | 6.15% | 0.23% | -7.48% | 5.70% | -3.79% |
Correlation
The correlation between JPCT.DE and BBTR.DE is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since Nov 13, 2020 | 0.01 |
The correlation between JPCT.DE and BBTR.DE shifts across timeframes, from 0.01 (all time) to 0.17 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
JPCT.DE vs. BBTR.DE — Risk / Return Rank
JPCT.DE
BBTR.DE
JPCT.DE vs. BBTR.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPCT.DE) and JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.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.
| JPCT.DE | BBTR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.29 | ||
| Sortino ratioReturn per unit of downside risk | +1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.06 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.41 | +1.70 |
| Martin ratioReturn relative to average drawdown | 8.45 | 1.02 | +7.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JPCT.DE | BBTR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.30 | +1.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.04 | +0.77 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.05 | +0.91 |
Drawdowns
JPCT.DE vs. BBTR.DE - Drawdown Comparison
The maximum JPCT.DE drawdown since its inception was -22.18%, which is greater than BBTR.DE's maximum drawdown of -17.63%. Use the drawdown chart below to compare losses from any high point for JPCT.DE and BBTR.DE.
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Drawdown Indicators
| JPCT.DE | BBTR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.18% | -17.63% | -4.55% |
Max Drawdown (1Y)Largest decline over 1 year | -8.78% | -4.05% | -4.73% |
Max Drawdown (3Y)Largest decline over 3 years | -22.18% | -11.14% | -11.04% |
Max Drawdown (5Y)Largest decline over 5 years | -22.18% | -13.20% | -8.98% |
Current DrawdownCurrent decline from peak | -0.17% | -13.35% | +13.18% |
Average DrawdownAverage peak-to-trough decline | -4.13% | -10.31% | +6.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 1.63% | +0.57% |
Volatility
JPCT.DE vs. BBTR.DE - Volatility Comparison
JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPCT.DE) has a higher volatility of 2.80% compared to JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) at 0.94%. This indicates that JPCT.DE's price experiences larger fluctuations and is considered to be riskier than BBTR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPCT.DE | BBTR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 0.94% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 8.42% | 3.82% | +4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.67% | 5.52% | +6.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 8.19% | +5.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.89% | 8.07% | +5.82% |
JPCT.DE vs. BBTR.DE - Expense Ratio Comparison
JPCT.DE has a 0.19% expense ratio, which is higher than BBTR.DE's 0.07% 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
JPCT.DE vs. BBTR.DE - Dividend Comparison
Neither JPCT.DE nor BBTR.DE has paid dividends to shareholders.
Frequently Asked Questions
JPCT.DE and BBTR.DE have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBTR.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBTR.DE is cheaper with a 0.07% expense ratio, compared with 0.19% for JPCT.DE.
JPCT.DE is categorized as Global Equities, while BBTR.DE is Government Bonds. JPCT.DE tracks Solactive JP Morgan Asset Management Carbon Transition Global Equity, while BBTR.DE tracks J.P. Morgan Government Bond US Index. Their fees differ too: 0.19% for JPCT.DE and 0.07% for BBTR.DE.
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