JREA.DE vs. IBDT
JREA.DE (JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc)) and IBDT (iShares iBonds Dec 2028 Term Corporate ETF) are both exchange-traded funds - JREA.DE is a Asia Pacific Equities fund tracking the JP Morgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG), while IBDT is a Corporate Bonds fund tracking the Bloomberg December 2028 Maturity Corporate Index. Both are passively managed. Over the past 3 years, JREA.DE returned 20.04%/yr vs 2.95%/yr for IBDT. At a 0.01 correlation, their price movements are largely independent. JREA.DE charges 0.30%/yr vs 0.10%/yr for IBDT.
Performance
JREA.DE vs. IBDT - Performance Comparison
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Different Trading Currencies
JREA.DE is traded in EUR, while IBDT is traded in USD. To make them comparable, the IBDT values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, JREA.DE achieves a 30.23% return, which is significantly higher than IBDT's 2.61% return.
JREA.DE
- 1D
- -1.51%
- 1M
- 4.07%
- YTD
- 30.23%
- 6M
- 30.94%
- 1Y
- 49.01%
- 3Y*
- 20.04%
- 5Y*
- —
- 10Y*
- —
IBDT
- 1D
- 0.56%
- 1M
- 1.95%
- YTD
- 2.61%
- 6M
- 2.19%
- 1Y
- 3.67%
- 3Y*
- 2.95%
- 5Y*
- 2.47%
- 10Y*
- —
JREA.DE vs. IBDT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JREA.DE JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 30.23% | 14.97% | 15.52% | 0.94% | -9.63% |
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 2.61% | -5.68% | 10.83% | 4.49% | -2.25% |
Correlation
The correlation between JREA.DE and IBDT is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Feb 23, 2022 | 0.01 |
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Return for Risk
JREA.DE vs. IBDT — Risk / Return Rank
JREA.DE
IBDT
JREA.DE vs. IBDT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) (JREA.DE) and iShares iBonds Dec 2028 Term Corporate ETF (IBDT). 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.
| JREA.DE | IBDT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.30 | ||
| Sortino ratioReturn per unit of downside risk | +2.93 | ||
| Omega ratioGain probability vs. loss probability | 1.53 | 1.12 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 5.19 | 1.02 | +4.17 |
| Martin ratioReturn relative to average drawdown | 18.76 | 2.73 | +16.04 |
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
| JREA.DE | IBDT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.94 | 0.64 | +2.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.50 | +0.17 |
Drawdowns
JREA.DE vs. IBDT - Drawdown Comparison
The maximum JREA.DE drawdown since its inception was -20.14%, which is greater than IBDT's maximum drawdown of -15.50%. Use the drawdown chart below to compare losses from any high point for JREA.DE and IBDT.
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Drawdown Indicators
| JREA.DE | IBDT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.14% | -15.50% | -4.64% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -3.63% | -6.01% |
Max Drawdown (3Y)Largest decline over 3 years | -20.14% | -10.23% | -9.91% |
Max Drawdown (5Y)Largest decline over 5 years | — | -10.57% | — |
Current DrawdownCurrent decline from peak | -2.73% | -4.71% | +1.98% |
Average DrawdownAverage peak-to-trough decline | -6.28% | -4.04% | -2.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 1.35% | +1.32% |
Volatility
JREA.DE vs. IBDT - Volatility Comparison
JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) (JREA.DE) has a higher volatility of 7.19% compared to iShares iBonds Dec 2028 Term Corporate ETF (IBDT) at 1.04%. This indicates that JREA.DE's price experiences larger fluctuations and is considered to be riskier than IBDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JREA.DE | IBDT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 1.04% | +6.15% |
Volatility (6M)Calculated over the trailing 6-month period | 14.07% | 4.06% | +10.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.02% | 5.78% | +11.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.86% | 7.55% | +9.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.86% | 8.27% | +8.59% |
JREA.DE vs. IBDT - Expense Ratio Comparison
JREA.DE has a 0.30% expense ratio, which is higher than IBDT's 0.10% expense ratio.
Dividends
JREA.DE vs. IBDT - Dividend Comparison
JREA.DE has not paid dividends to shareholders, while IBDT's dividend yield for the trailing twelve months is around 4.55%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 4.55% | 4.56% | 4.67% | 4.10% | 3.25% | 2.45% | 2.80% | 3.32% | 1.47% |
JREA.DE JPMorgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG) UCITS ETF USD (acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JREA.DE and IBDT have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBDT is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBDT is cheaper with a 0.10% expense ratio, compared with 0.30% for JREA.DE.
JREA.DE is categorized as Asia Pacific Equities, while IBDT is Corporate Bonds. JREA.DE tracks JP Morgan AC Asia Pacific ex Japan Research Enhanced Index Equity (ESG), while IBDT tracks Bloomberg December 2028 Maturity Corporate Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.30% for JREA.DE and 0.10% for IBDT.
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