JPVA.DE vs. BBLL.DE
JPVA.DE (JPMorgan US Value Active UCITS ETF USD (Acc)) and BBLL.DE (JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc)) are both exchange-traded funds - JPVA.DE is a Large Cap Value Equities fund actively managed by JPMorgan, while BBLL.DE is a Government Bonds fund tracking the ICE US Treasury 0-1 Year Index. JPVA.DE is actively managed, while BBLL.DE is passively managed. Over the past year, JPVA.DE returned 23.55% vs 2.34% for BBLL.DE. At a 0.22 correlation, their price movements are largely independent. JPVA.DE charges 0.50%/yr vs 0.07%/yr for BBLL.DE.
Performance
JPVA.DE vs. BBLL.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JPVA.DE achieves a 9.76% return, which is significantly higher than BBLL.DE's 2.66% return.
JPVA.DE
- 1D
- 0.75%
- 1M
- 2.96%
- YTD
- 9.76%
- 6M
- 9.73%
- 1Y
- 23.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBLL.DE
- 1D
- -0.11%
- 1M
- 1.43%
- YTD
- 2.66%
- 6M
- 1.86%
- 1Y
- 2.34%
- 3Y*
- 1.85%
- 5Y*
- 4.31%
- 10Y*
- —
JPVA.DE vs. BBLL.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JPVA.DE JPMorgan US Value Active UCITS ETF USD (Acc) | 9.76% | 1.79% | 20.26% |
BBLL.DE JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) | 2.66% | -7.37% | 8.68% |
Correlation
The correlation between JPVA.DE and BBLL.DE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2024 | 0.22 |
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Return for Risk
JPVA.DE vs. BBLL.DE — Risk / Return Rank
JPVA.DE
BBLL.DE
JPVA.DE vs. BBLL.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Value Active UCITS ETF USD (Acc) (JPVA.DE) and JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) (BBLL.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.
| JPVA.DE | BBLL.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.72 | ||
| Sortino ratioReturn per unit of downside risk | +2.35 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.06 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 4.58 | 0.62 | +3.97 |
| Martin ratioReturn relative to average drawdown | 14.35 | 1.30 | +13.05 |
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
| JPVA.DE | BBLL.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 0.34 | +1.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.57 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.95 | 0.29 | +0.66 |
Drawdowns
JPVA.DE vs. BBLL.DE - Drawdown Comparison
The maximum JPVA.DE drawdown since its inception was -21.80%, which is greater than BBLL.DE's maximum drawdown of -13.03%. Use the drawdown chart below to compare losses from any high point for JPVA.DE and BBLL.DE.
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Drawdown Indicators
| JPVA.DE | BBLL.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.80% | -13.03% | -8.77% |
Max Drawdown (1Y)Largest decline over 1 year | -5.03% | -3.38% | -1.65% |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.65% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -11.65% | — |
Current DrawdownCurrent decline from peak | 0.00% | -7.22% | +7.22% |
Average DrawdownAverage peak-to-trough decline | -5.34% | -6.14% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 1.61% | 0.00% |
Volatility
JPVA.DE vs. BBLL.DE - Volatility Comparison
JPMorgan US Value Active UCITS ETF USD (Acc) (JPVA.DE) has a higher volatility of 2.22% compared to JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) (BBLL.DE) at 1.28%. This indicates that JPVA.DE's price experiences larger fluctuations and is considered to be riskier than BBLL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JPVA.DE | BBLL.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.22% | 1.28% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 7.25% | 4.12% | +3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.18% | 6.07% | +5.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.96% | 7.46% | +6.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.96% | 7.22% | +6.74% |
JPVA.DE vs. BBLL.DE - Expense Ratio Comparison
JPVA.DE has a 0.50% expense ratio, which is higher than BBLL.DE's 0.07% expense ratio.
Dividends
JPVA.DE vs. BBLL.DE - Dividend Comparison
Neither JPVA.DE nor BBLL.DE has paid dividends to shareholders.
Frequently Asked Questions
JPVA.DE and BBLL.DE have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBLL.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBLL.DE is cheaper with a 0.07% expense ratio, compared with 0.50% for JPVA.DE.
JPVA.DE is categorized as Large Cap Value Equities, while BBLL.DE is Government Bonds. Their fees differ too: 0.50% for JPVA.DE and 0.07% for BBLL.DE.
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