JPGL.L vs. CBU7.L
Compare and contrast key facts about JPM Global Equity Multi-Factor UCITS ETF USD Acc (JPGL.L) and iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L).
JPGL.L and CBU7.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPGL.L is a passively managed fund by JPMorgan that tracks the performance of the MSCI ACWI NR USD. It was launched on Jul 9, 2019. CBU7.L is a passively managed fund by iShares that tracks the performance of the ICE U.S. Treasury 3-7 Year Bond Index. It was launched on Jun 3, 2009. Both JPGL.L and CBU7.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
JPGL.L vs. CBU7.L - Performance Comparison
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JPGL.L vs. CBU7.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JPGL.L JPM Global Equity Multi-Factor UCITS ETF USD Acc | 5.05% | 18.22% | 10.35% | 13.26% | -10.20% | 23.30% | 6.18% | 5.88% |
CBU7.L iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc | -0.28% | 7.34% | 2.16% | 4.26% | -9.35% | -2.35% | 6.98% | 1.71% |
Returns By Period
In the year-to-date period, JPGL.L achieves a 5.05% return, which is significantly higher than CBU7.L's -0.28% return.
JPGL.L
- 1D
- 2.09%
- 1M
- -1.21%
- YTD
- 5.05%
- 6M
- 9.02%
- 1Y
- 19.42%
- 3Y*
- 14.57%
- 5Y*
- 9.65%
- 10Y*
- —
CBU7.L
- 1D
- 0.08%
- 1M
- -1.04%
- YTD
- -0.28%
- 6M
- 0.99%
- 1Y
- 4.01%
- 3Y*
- 3.62%
- 5Y*
- 0.60%
- 10Y*
- 1.44%
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JPGL.L vs. CBU7.L - Expense Ratio Comparison
JPGL.L has a 0.19% expense ratio, which is higher than CBU7.L'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%.
Return for Risk
JPGL.L vs. CBU7.L — Risk / Return Rank
JPGL.L
CBU7.L
JPGL.L vs. CBU7.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM Global Equity Multi-Factor UCITS ETF USD Acc (JPGL.L) and iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.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.
| JPGL.L | CBU7.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.17 | +0.31 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.69 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.22 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.14 | 1.88 | +0.25 |
Martin ratioReturn relative to average drawdown | 10.12 | 6.18 | +3.95 |
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
| JPGL.L | CBU7.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.17 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.13 | +0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.35 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.59 | +0.05 |
Correlation
The correlation between JPGL.L and CBU7.L is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
JPGL.L vs. CBU7.L - Dividend Comparison
Neither JPGL.L nor CBU7.L has paid dividends to shareholders.
Drawdowns
JPGL.L vs. CBU7.L - Drawdown Comparison
The maximum JPGL.L drawdown since its inception was -35.87%, which is greater than CBU7.L's maximum drawdown of -14.18%. Use the drawdown chart below to compare losses from any high point for JPGL.L and CBU7.L.
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Drawdown Indicators
| JPGL.L | CBU7.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.87% | -14.18% | -21.69% |
Max Drawdown (1Y)Largest decline over 1 year | -9.08% | -2.23% | -6.85% |
Max Drawdown (5Y)Largest decline over 5 years | -21.04% | -13.55% | -7.49% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.18% | — |
Current DrawdownCurrent decline from peak | -3.99% | -1.36% | -2.63% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -3.36% | -1.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.92% | 0.68% | +1.24% |
Volatility
JPGL.L vs. CBU7.L - Volatility Comparison
JPM Global Equity Multi-Factor UCITS ETF USD Acc (JPGL.L) has a higher volatility of 4.31% compared to iShares $ Treasury Bond 3-7yr UCITS ETF USD Acc (CBU7.L) at 1.15%. This indicates that JPGL.L's price experiences larger fluctuations and is considered to be riskier than CBU7.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPGL.L | CBU7.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 1.15% | +3.16% |
Volatility (6M)Calculated over the trailing 6-month period | 7.17% | 1.91% | +5.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.20% | 3.43% | +9.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.47% | 4.67% | +8.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.29% | 4.09% | +12.20% |