JPCT.DE vs. CSY9.DE
JPCT.DE (JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc)) and CSY9.DE (CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD) are both Global Equities funds - JPCT.DE tracks the Solactive JP Morgan Asset Management Carbon Transition Global Equity while CSY9.DE tracks the MSCI World ESG Leaders Minimum Volatility. Both are passively managed. Over the past 5 years, JPCT.DE returned 11.53%/yr vs 6.22%/yr for CSY9.DE. A 0.69 correlation means they provide meaningful diversification when combined. JPCT.DE charges 0.19%/yr vs 0.25%/yr for CSY9.DE.
Performance
JPCT.DE vs. CSY9.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 CSY9.DE's 3.19% return.
JPCT.DE
- 1D
- 0.24%
- 1M
- 3.19%
- YTD
- 7.39%
- 6M
- 7.37%
- 1Y
- 18.55%
- 3Y*
- 15.09%
- 5Y*
- 11.53%
- 10Y*
- —
CSY9.DE
- 1D
- 0.16%
- 1M
- 2.71%
- YTD
- 3.19%
- 6M
- 3.19%
- 1Y
- 3.39%
- 3Y*
- 6.65%
- 5Y*
- 6.22%
- 10Y*
- —
JPCT.DE vs. CSY9.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% |
CSY9.DE CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD | 3.19% | -0.67% | 16.05% | 5.76% | -5.25% | 23.30% | -1.02% |
Correlation
The correlation between JPCT.DE and CSY9.DE is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.53 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.61 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Nov 13, 2020 | 0.69 |
The correlation between JPCT.DE and CSY9.DE shifts across timeframes, from 0.53 (1 year) to 0.69 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JPCT.DE vs. CSY9.DE — Risk / Return Rank
JPCT.DE
CSY9.DE
JPCT.DE vs. CSY9.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 CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.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 | CSY9.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.21 | ||
| Sortino ratioReturn per unit of downside risk | +1.71 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.07 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.11 | 0.69 | +1.43 |
| Martin ratioReturn relative to average drawdown | 8.45 | 1.54 | +6.91 |
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 | CSY9.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.38 | +1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.51 | +0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.96 | 0.61 | +0.35 |
Drawdowns
JPCT.DE vs. CSY9.DE - Drawdown Comparison
The maximum JPCT.DE drawdown since its inception was -22.18%, which is greater than CSY9.DE's maximum drawdown of -13.92%. Use the drawdown chart below to compare losses from any high point for JPCT.DE and CSY9.DE.
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Drawdown Indicators
| JPCT.DE | CSY9.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.18% | -13.92% | -8.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.78% | -4.48% | -4.30% |
Max Drawdown (3Y)Largest decline over 3 years | -22.18% | -13.92% | -8.26% |
Max Drawdown (5Y)Largest decline over 5 years | -22.18% | -13.92% | -8.26% |
Current DrawdownCurrent decline from peak | -0.17% | -2.72% | +2.55% |
Average DrawdownAverage peak-to-trough decline | -4.13% | -3.70% | -0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 2.00% | +0.20% |
Volatility
JPCT.DE vs. CSY9.DE - Volatility Comparison
JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPCT.DE) has a higher volatility of 2.80% compared to CSIF (IE) MSCI World ESG Leaders Minimum Volatility Blue UCITS ETF B USD (CSY9.DE) at 2.09%. This indicates that JPCT.DE's price experiences larger fluctuations and is considered to be riskier than CSY9.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 | CSY9.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 2.09% | +0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 8.42% | 5.48% | +2.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.67% | 8.07% | +3.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.13% | 12.03% | +2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.89% | 11.91% | +1.98% |
JPCT.DE vs. CSY9.DE - Expense Ratio Comparison
JPCT.DE has a 0.19% expense ratio, which is lower than CSY9.DE's 0.25% expense ratio. Despite the difference, 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. CSY9.DE - Dividend Comparison
Neither JPCT.DE nor CSY9.DE has paid dividends to shareholders.
Frequently Asked Questions
JPCT.DE and CSY9.DE have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JPCT.DE is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JPCT.DE is cheaper with a 0.19% expense ratio, compared with 0.25% for CSY9.DE.
JPCT.DE tracks Solactive JP Morgan Asset Management Carbon Transition Global Equity, while CSY9.DE tracks MSCI World ESG Leaders Minimum Volatility. They also come from different issuers: JPMorgan and Credit Suisse. Their fees differ too: 0.19% for JPCT.DE and 0.25% for CSY9.DE.
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