JRGD.DE vs. CBUX.DE
JRGD.DE (JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)) and CBUX.DE (iShares Global Infrastructure UCITS ETF USD (Acc)) are both exchange-traded funds - JRGD.DE is a Global Equities fund tracking the JP Morgan Global Research Enhanced Index Equity (ESG), while CBUX.DE is a Utilities Equities fund tracking the FTSE Global Core Infrastructure Index. Both are passively managed. Over the past 3 years, JRGD.DE returned 16.83%/yr vs 8.47%/yr for CBUX.DE. At a 0.38 correlation, their price movements are largely independent. JRGD.DE charges 0.25%/yr vs 0.65%/yr for CBUX.DE.
Performance
JRGD.DE vs. CBUX.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with JRGD.DE having a 10.32% return and CBUX.DE slightly lower at 10.28%.
JRGD.DE
- 1D
- 0.00%
- 1M
- 4.30%
- YTD
- 10.32%
- 6M
- 10.92%
- 1Y
- 22.73%
- 3Y*
- 16.83%
- 5Y*
- —
- 10Y*
- —
CBUX.DE
- 1D
- -1.34%
- 1M
- -2.15%
- YTD
- 10.28%
- 6M
- 8.97%
- 1Y
- 12.32%
- 3Y*
- 8.47%
- 5Y*
- —
- 10Y*
- —
JRGD.DE vs. CBUX.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
JRGD.DE JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 10.32% | 6.67% | 25.38% | 14.08% |
CBUX.DE iShares Global Infrastructure UCITS ETF USD (Acc) | 10.28% | 0.69% | 14.63% | -1.37% |
Correlation
The correlation between JRGD.DE and CBUX.DE is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2023 | 0.38 |
The correlation between JRGD.DE and CBUX.DE shifts across timeframes, from 0.23 (1 year) to 0.38 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
JRGD.DE vs. CBUX.DE — Risk / Return Rank
JRGD.DE
CBUX.DE
JRGD.DE vs. CBUX.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRGD.DE) and iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.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.
| JRGD.DE | CBUX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.89 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.20 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.73 | 2.91 | +0.83 |
| Martin ratioReturn relative to average drawdown | 15.47 | 6.42 | +9.05 |
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
| JRGD.DE | CBUX.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.07 | 1.18 | +0.89 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.60 | +0.25 |
Drawdowns
JRGD.DE vs. CBUX.DE - Drawdown Comparison
The maximum JRGD.DE drawdown since its inception was -21.56%, which is greater than CBUX.DE's maximum drawdown of -14.94%. Use the drawdown chart below to compare losses from any high point for JRGD.DE and CBUX.DE.
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Drawdown Indicators
| JRGD.DE | CBUX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.56% | -14.94% | -6.62% |
Max Drawdown (1Y)Largest decline over 1 year | -6.06% | -4.22% | -1.84% |
Max Drawdown (3Y)Largest decline over 3 years | -21.56% | -14.94% | -6.62% |
Current DrawdownCurrent decline from peak | -0.35% | -3.33% | +2.98% |
Average DrawdownAverage peak-to-trough decline | -4.26% | -3.81% | -0.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 1.91% | -0.44% |
Volatility
JRGD.DE vs. CBUX.DE - Volatility Comparison
The current volatility for JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRGD.DE) is 2.43%, while iShares Global Infrastructure UCITS ETF USD (Acc) (CBUX.DE) has a volatility of 3.92%. This indicates that JRGD.DE experiences smaller price fluctuations and is considered to be less risky than CBUX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JRGD.DE | CBUX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.43% | 3.92% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 7.47% | 8.63% | -1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.91% | 10.36% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.33% | 11.93% | +2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.33% | 11.93% | +2.40% |
JRGD.DE vs. CBUX.DE - Expense Ratio Comparison
JRGD.DE has a 0.25% expense ratio, which is lower than CBUX.DE's 0.65% expense ratio.
Dividends
JRGD.DE vs. CBUX.DE - Dividend Comparison
JRGD.DE's dividend yield for the trailing twelve months is around 0.89%, while CBUX.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
CBUX.DE iShares Global Infrastructure UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JRGD.DE JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.89% | 0.89% | 0.91% | 0.85% | 1.44% |
Frequently Asked Questions
JRGD.DE and CBUX.DE have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JRGD.DE is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JRGD.DE is cheaper with a 0.25% expense ratio, compared with 0.65% for CBUX.DE.
JRGD.DE is categorized as Global Equities, while CBUX.DE is Utilities Equities. JRGD.DE tracks JP Morgan Global Research Enhanced Index Equity (ESG), while CBUX.DE tracks FTSE Global Core Infrastructure Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.25% for JRGD.DE and 0.65% for CBUX.DE.
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