JPCT.DE vs. JCTR

Last updated Jun 5, 2026

JPCT.DE (JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc)) and JCTR (JPMorgan Carbon Transition U.S. Equity ETF) are both exchange-traded funds - JPCT.DE is a Global Equities fund tracking the Solactive JP Morgan Asset Management Carbon Transition Global Equity, while JCTR is a Large Cap Blend Equities fund tracking the JPMorgan Asset Management Carbon Transition U.S. Equity Index. Both are passively managed. A 0.54 correlation means they provide meaningful diversification when combined. JPCT.DE charges 0.19%/yr vs 0.15%/yr for JCTR.

Performance

JPCT.DE vs. JCTR - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc) (JPCT.DE) and JPMorgan Carbon Transition U.S. Equity ETF (JCTR). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

JPCT.DE is traded in EUR, while JCTR is traded in USD. To make them comparable, the JCTR values have been converted to EUR using the latest available exchange rates.

Returns By Period

JPCT.DE

• 1D: 0.24%
• 1M: 4.31%
• YTD: 7.39%
• 6M: 7.70%
• 1Y: 18.63%
• 3Y*: 15.09%
• 5Y*: 11.53%
• 10Y*: —

JCTR

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JPCT.DE vs. JCTR - 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%	0.46%
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.00%	0.09%	32.97%	23.69%	-13.72%	39.57%	1.46%

Correlation

The correlation between JPCT.DE and JCTR is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.31
Correlation (3Y) Calculated over the trailing 3-year period	0.50
Correlation (5Y) Calculated over the trailing 5-year period	0.54
Correlation (All Time) Calculated using the full available price history since Dec 11, 2020	0.54

Over the past year, the correlation between JPCT.DE and JCTR has dropped to 0.31 - well below their long-term average of 0.54, suggesting their price drivers have been diverging.

Return for Risk

JPCT.DE vs. JCTR — Risk / Return Rank

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

JPCT.DE

JPCT.DE Risk / Return Rank: 47
JPCT.DE Sharpe Ratio Rank: 46
JPCT.DE Sortino Ratio Rank: 47
JPCT.DE Omega Ratio Rank: 47
JPCT.DE Calmar Ratio Rank: 44
JPCT.DE Martin Ratio Rank: 51

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.

JPCT.DE vs. JCTR - 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 Carbon Transition U.S. Equity ETF (JCTR). 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	JCTR	Difference
Sharpe ratio: Return per unit of total volatility	1.59	—	—
Sortino ratio: Return per unit of downside risk	2.29	—	—
Omega ratio: Gain probability vs. loss probability	1.30	—	—
Calmar ratio: Return relative to maximum drawdown	2.11	—	—
Martin ratio: Return relative to average drawdown	8.45	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	JPCT.DE	JCTR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.59	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.81	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.96	—	—

Drawdowns

Drawdown Indicators

	JPCT.DE	JCTR	Difference
Max Drawdown Largest peak-to-trough decline	-22.18%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-8.78%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-22.18%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-22.18%	—	—
Current Drawdown Current decline from peak	-0.17%	—	—
Average Drawdown Average peak-to-trough decline	-4.13%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.20%	—	—

Volatility

Volatility by Period

	JPCT.DE	JCTR	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.80%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.42%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.67%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.13%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.89%	—	—

JPCT.DE vs. JCTR - Expense Ratio Comparison

JPCT.DE has a 0.19% expense ratio, which is higher than JCTR's 0.15% 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. JCTR - Dividend Comparison

JPCT.DE has not paid dividends to shareholders, while JCTR's dividend yield for the trailing twelve months is around 0.43%.

Position	TTM	2025	2024	2023	2022	2021	2020
JCTR JPMorgan Carbon Transition U.S. Equity ETF	0.43%	0.61%	1.04%	1.88%	1.53%	1.13%	0.13%
JPCT.DE JPMorgan Carbon Transition Global Equity UCITS ETF USD (acc)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both JPCT.DE and JCTR in my portfolio?

JPCT.DE and JCTR have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, JPCT.DE or JCTR?

On fees, JCTR is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, JPCT.DE or JCTR?

JCTR is cheaper with a 0.15% expense ratio, compared with 0.19% for JPCT.DE.

What is the main difference between JPCT.DE and JCTR?

JPCT.DE is categorized as Global Equities, while JCTR is Large Cap Blend Equities. JPCT.DE tracks Solactive JP Morgan Asset Management Carbon Transition Global Equity, while JCTR tracks JPMorgan Asset Management Carbon Transition U.S. Equity Index. Their fees differ too: 0.19% for JPCT.DE and 0.15% for JCTR.