JPEA.L vs. IUIT.L
JPEA.L (iShares J.P. Morgan $ EM Bond UCITS ETF USD (Acc)) and IUIT.L (iShares S&P 500 Information Technology Sector UCITS ETF) are both exchange-traded funds - JPEA.L is a Emerging Markets Bonds fund tracking the J.P. Morgan EMBI Global Core Index, while IUIT.L is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index. Both are passively managed. Over the past 5 years, JPEA.L returned 1.96%/yr vs 24.18%/yr for IUIT.L. At a 0.44 correlation, their price movements are largely independent. JPEA.L charges 0.45%/yr vs 0.15%/yr for IUIT.L.
Performance
JPEA.L vs. IUIT.L - Performance Comparison
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Returns By Period
In the year-to-date period, JPEA.L achieves a 1.83% return, which is significantly lower than IUIT.L's 23.04% return.
JPEA.L
- 1D
- 0.26%
- 1M
- 1.07%
- YTD
- 1.83%
- 6M
- 2.37%
- 1Y
- 11.43%
- 3Y*
- 9.82%
- 5Y*
- 1.96%
- 10Y*
- —
IUIT.L
- 1D
- -2.11%
- 1M
- 13.14%
- YTD
- 23.04%
- 6M
- 22.75%
- 1Y
- 51.87%
- 3Y*
- 34.42%
- 5Y*
- 24.18%
- 10Y*
- 26.33%
JPEA.L vs. IUIT.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JPEA.L iShares J.P. Morgan $ EM Bond UCITS ETF USD (Acc) | 1.83% | 13.77% | 5.72% | 10.89% | -18.56% | -2.19% | 5.37% | 15.91% | -5.52% | 5.06% |
IUIT.L iShares S&P 500 Information Technology Sector UCITS ETF | 23.04% | 22.93% | 38.51% | 59.45% | -29.15% | 34.09% | 43.14% | 48.90% | -1.41% | 25.40% |
Correlation
The correlation between JPEA.L and IUIT.L is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2017 | 0.44 |
The correlation between JPEA.L and IUIT.L shifts across timeframes, from 0.32 (3 years) to 0.44 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JPEA.L vs. IUIT.L — Risk / Return Rank
JPEA.L
IUIT.L
JPEA.L vs. IUIT.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares J.P. Morgan $ EM Bond UCITS ETF USD (Acc) (JPEA.L) and iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L). 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.
| JPEA.L | IUIT.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.52 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.41 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.57 | 3.03 | -0.46 |
| Martin ratioReturn relative to average drawdown | 11.00 | 8.99 | +2.01 |
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
| JPEA.L | IUIT.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.03 | 2.55 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 1.02 | -0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.20 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 1.16 | -0.87 |
Drawdowns
JPEA.L vs. IUIT.L - Drawdown Comparison
The maximum JPEA.L drawdown since its inception was -28.64%, smaller than the maximum IUIT.L drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for JPEA.L and IUIT.L.
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Drawdown Indicators
| JPEA.L | IUIT.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.64% | -33.46% | +4.82% |
Max Drawdown (1Y)Largest decline over 1 year | -4.42% | -17.03% | +12.61% |
Max Drawdown (3Y)Largest decline over 3 years | -7.35% | -26.40% | +19.05% |
Max Drawdown (5Y)Largest decline over 5 years | -28.64% | -33.46% | +4.82% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.46% | — |
Current DrawdownCurrent decline from peak | -0.06% | -3.14% | +3.08% |
Average DrawdownAverage peak-to-trough decline | -6.80% | -6.02% | -0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 5.76% | -4.72% |
Volatility
JPEA.L vs. IUIT.L - Volatility Comparison
The current volatility for iShares J.P. Morgan $ EM Bond UCITS ETF USD (Acc) (JPEA.L) is 1.91%, while iShares S&P 500 Information Technology Sector UCITS ETF (IUIT.L) has a volatility of 7.49%. This indicates that JPEA.L experiences smaller price fluctuations and is considered to be less risky than IUIT.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPEA.L | IUIT.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.91% | 7.49% | -5.58% |
Volatility (6M)Calculated over the trailing 6-month period | 4.55% | 15.53% | -10.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.63% | 20.28% | -14.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.88% | 23.61% | -14.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.21% | 22.47% | -12.26% |
JPEA.L vs. IUIT.L - Expense Ratio Comparison
JPEA.L has a 0.45% expense ratio, which is higher than IUIT.L's 0.15% expense ratio.
Dividends
JPEA.L vs. IUIT.L - Dividend Comparison
Neither JPEA.L nor IUIT.L has paid dividends to shareholders.
Frequently Asked Questions
JPEA.L and IUIT.L have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUIT.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUIT.L is cheaper with a 0.15% expense ratio, compared with 0.45% for JPEA.L.
JPEA.L is categorized as Emerging Markets Bonds, while IUIT.L is Technology Equities. JPEA.L tracks J.P. Morgan EMBI Global Core Index, while IUIT.L tracks S&P 500 Capped 35/20 Information Technology Index. Their fees differ too: 0.45% for JPEA.L and 0.15% for IUIT.L.
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