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

Performance

JREB.DE vs. XLIQ.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 iBoxx EUR Liquid Covered Swap UCITS ETF (XLIQ.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


JREB.DE

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

XLIQ.DE

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

JREB.DE vs. XLIQ.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%
XLIQ.DE
Xtrackers iBoxx EUR Liquid Covered Swap UCITS ETF
0.27%1.87%2.30%6.61%-18.10%-3.39%2.42%5.38%0.27%

Correlation

The correlation between JREB.DE and XLIQ.DE is 0.64, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.64

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

0.42

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

0.44

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

0.37

Over the past year, JREB.DE and XLIQ.DE have become more correlated (0.64) than their long-term average of 0.37, meaning their price movements have been converging.

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Return for Risk

JREB.DE vs. XLIQ.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

XLIQ.DE
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. XLIQ.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 iBoxx EUR Liquid Covered Swap UCITS ETF (XLIQ.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.DEXLIQ.DEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.13

Calmar ratioReturn relative to maximum drawdown

0.71

Martin ratioReturn relative to average drawdown

2.52

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


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Sharpe Ratios by Period


JREB.DEXLIQ.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.23

Drawdowns

JREB.DE vs. XLIQ.DE - Drawdown Comparison


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Drawdown Indicators


JREB.DEXLIQ.DEDifference

Max Drawdown

Largest peak-to-trough decline

-17.22%

Max Drawdown (1Y)

Largest decline over 1 year

-2.83%

Max Drawdown (3Y)

Largest decline over 3 years

-2.83%

Max Drawdown (5Y)

Largest decline over 5 years

-17.22%

Current Drawdown

Current decline from peak

-0.76%

Average Drawdown

Average peak-to-trough decline

-5.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.80%

Volatility

JREB.DE vs. XLIQ.DE - Volatility Comparison


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Volatility by Period


JREB.DEXLIQ.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.16%

Volatility (6M)

Calculated over the trailing 6-month period

2.85%

Volatility (1Y)

Calculated over the trailing 1-year period

3.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.96%

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

JREB.DE has a 0.04% expense ratio, which is lower than XLIQ.DE's 0.20% 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. XLIQ.DE - Dividend Comparison

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


Tickers have no history of dividend payments

Frequently Asked Questions


JREB.DE and XLIQ.DE have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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 0.20% for XLIQ.DE.

JREB.DE tracks JP Morgan EUR Corporate Bond Research Enhanced Index (ESG), while XLIQ.DE tracks iBoxx® EUR Liquid Covered Bond. They also come from different issuers: JPMorgan and Xtrackers. Their fees differ too: 0.04% for JREB.DE and 0.20% for XLIQ.DE.

Portfolio Optimizer

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