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JREB.DE vs. D5BG.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JREB.DE vs. D5BG.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in JPMorgan EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF (JREB.DE) and Xtrackers II EUR Corporate Bond UCITS ETF 1C (D5BG.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with JREB.DE having a 0.57% return and D5BG.DE slightly higher at 0.58%.


JREB.DE

1D
0.06%
1M
0.26%
YTD
0.57%
6M
0.53%
1Y
2.34%
3Y*
4.65%
5Y*
0.14%
10Y*

D5BG.DE

1D
0.15%
1M
0.36%
YTD
0.58%
6M
0.60%
1Y
2.20%
3Y*
4.59%
5Y*
0.10%
10Y*
0.93%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JREB.DE vs. D5BG.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
JREB.DE
JPMorgan EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF
0.57%3.18%4.24%7.63%-13.23%-1.04%2.29%6.17%0.12%
D5BG.DE
Xtrackers II EUR Corporate Bond UCITS ETF 1C
0.58%3.14%4.22%7.44%-12.98%-1.39%2.51%6.25%0.17%

Correlation

The correlation between JREB.DE and D5BG.DE is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.90

Correlation (3Y)
Calculated over the trailing 3-year period

0.92

Correlation (5Y)
Calculated over the trailing 5-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Dec 14, 2018

0.91

The correlation between JREB.DE and D5BG.DE has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.

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Return for Risk

JREB.DE vs. D5BG.DE — Risk / Return Rank

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

JREB.DE
JREB.DE Risk / Return Rank: 2020
Overall Rank
JREB.DE Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
JREB.DE Sortino Ratio Rank: 1919
Sortino Ratio Rank
JREB.DE Omega Ratio Rank: 2020
Omega Ratio Rank
JREB.DE Calmar Ratio Rank: 1818
Calmar Ratio Rank
JREB.DE Martin Ratio Rank: 2121
Martin Ratio Rank

D5BG.DE
D5BG.DE Risk / Return Rank: 2020
Overall Rank
D5BG.DE Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
D5BG.DE Sortino Ratio Rank: 1919
Sortino Ratio Rank
D5BG.DE Omega Ratio Rank: 1919
Omega Ratio Rank
D5BG.DE Calmar Ratio Rank: 1919
Calmar Ratio Rank
D5BG.DE Martin Ratio Rank: 2121
Martin Ratio Rank
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.

JREB.DE vs. D5BG.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF (JREB.DE) and Xtrackers II EUR Corporate Bond UCITS ETF 1C (D5BG.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.


JREB.DED5BG.DEDifference
Sharpe ratioReturn per unit of total volatility

0.00

Sortino ratioReturn per unit of downside risk

0.00

Omega ratioGain probability vs. loss probability

1.13

1.12

+0.01

Calmar ratioReturn relative to maximum drawdown

0.71

0.74

-0.03

Martin ratioReturn relative to average drawdown

2.52

2.53

-0.01

JREB.DE vs. D5BG.DE - Sharpe Ratio Comparison

The current JREB.DE Sharpe Ratio is 0.63, which is comparable to the D5BG.DE Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of JREB.DE and D5BG.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


JREB.DED5BG.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.63

0.63

0.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

0.02

+0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

0.48

-0.25

Drawdowns

JREB.DE vs. D5BG.DE - Drawdown Comparison

The maximum JREB.DE drawdown since its inception was -17.22%, roughly equal to the maximum D5BG.DE drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for JREB.DE and D5BG.DE.


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Drawdown Indicators


JREB.DED5BG.DEDifference

Max Drawdown

Largest peak-to-trough decline

-17.22%

-17.22%

0.00%

Max Drawdown (1Y)

Largest decline over 1 year

-2.83%

-2.68%

-0.15%

Max Drawdown (3Y)

Largest decline over 3 years

-2.83%

-2.68%

-0.15%

Max Drawdown (5Y)

Largest decline over 5 years

-17.22%

-17.22%

0.00%

Max Drawdown (10Y)

Largest decline over 10 years

-17.22%

Current Drawdown

Current decline from peak

-0.76%

-0.97%

+0.21%

Average Drawdown

Average peak-to-trough decline

-5.02%

-2.88%

-2.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.80%

0.78%

+0.02%

Volatility

JREB.DE vs. D5BG.DE - Volatility Comparison

JPMorgan EUR Corporate Bond Research Enhanced Index (ESG) UCITS ETF (JREB.DE) and Xtrackers II EUR Corporate Bond UCITS ETF 1C (D5BG.DE) have volatilities of 1.16% and 1.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JREB.DED5BG.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.16%

1.16%

0.00%

Volatility (6M)

Calculated over the trailing 6-month period

2.85%

2.72%

+0.13%

Volatility (1Y)

Calculated over the trailing 1-year period

3.17%

3.13%

+0.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.39%

4.49%

-0.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.96%

4.64%

+0.32%

JREB.DE vs. D5BG.DE - Expense Ratio Comparison

JREB.DE has a 0.04% expense ratio, which is lower than D5BG.DE's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

JREB.DE vs. D5BG.DE - Dividend Comparison

Neither JREB.DE nor D5BG.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.90, JREB.DE and D5BG.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, JREB.DE is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JREB.DE is cheaper with a 0.04% expense ratio, compared with 0.12% for D5BG.DE.

JREB.DE tracks JP Morgan EUR Corporate Bond Research Enhanced Index (ESG), while D5BG.DE tracks Bloomberg Euro Corporate Bond. They also come from different issuers: JPMorgan and Xtrackers. Their fees differ too: 0.04% for JREB.DE and 0.12% for D5BG.DE.

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