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JRGD.DE vs. HMEU.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JRGD.DE vs. HMEU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRGD.DE) and HSBC MSCI Europe UCITS ETF (HMEU.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

JRGD.DE is traded in EUR, while HMEU.L is traded in GBp. To make them comparable, the HMEU.L values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, JRGD.DE achieves a 10.32% return, which is significantly higher than HMEU.L's 7.68% return.


JRGD.DE

1D
0.00%
1M
4.30%
YTD
10.32%
6M
10.92%
1Y
22.73%
3Y*
16.83%
5Y*
10Y*

HMEU.L

1D
0.52%
1M
3.26%
YTD
7.68%
6M
9.79%
1Y
16.04%
3Y*
14.56%
5Y*
10.57%
10Y*
9.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JRGD.DE vs. HMEU.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021
JRGD.DE
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)
10.32%6.67%25.38%21.25%-13.07%10.88%
HMEU.L
HSBC MSCI Europe UCITS ETF
7.68%19.31%11.36%15.68%-8.33%6.05%

Correlation

The correlation between JRGD.DE and HMEU.L is 0.70, 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

0.70

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

0.66

Correlation (All Time)
Calculated using the full available price history since Sep 23, 2021

0.70

The correlation between JRGD.DE and HMEU.L has been stable across timeframes, ranging from 0.66 to 0.70 - a consistent structural relationship.

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Return for Risk

JRGD.DE vs. HMEU.L — Risk / Return Rank

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

JRGD.DE
JRGD.DE Risk / Return Rank: 7070
Overall Rank
JRGD.DE Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
JRGD.DE Sortino Ratio Rank: 6363
Sortino Ratio Rank
JRGD.DE Omega Ratio Rank: 6767
Omega Ratio Rank
JRGD.DE Calmar Ratio Rank: 7575
Calmar Ratio Rank
JRGD.DE Martin Ratio Rank: 8080
Martin Ratio Rank

HMEU.L
HMEU.L Risk / Return Rank: 4444
Overall Rank
HMEU.L Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
HMEU.L Sortino Ratio Rank: 4545
Sortino Ratio Rank
HMEU.L Omega Ratio Rank: 4848
Omega Ratio Rank
HMEU.L Calmar Ratio Rank: 3838
Calmar Ratio Rank
HMEU.L Martin Ratio Rank: 4242
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.

JRGD.DE vs. HMEU.L - 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 HSBC MSCI Europe UCITS ETF (HMEU.L). 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.DEHMEU.LDifference
Sharpe ratioReturn per unit of total volatility

+0.80

Sortino ratioReturn per unit of downside risk

+1.02

Omega ratioGain probability vs. loss probability

1.39

1.24

+0.15

Calmar ratioReturn relative to maximum drawdown

3.73

1.70

+2.04

Martin ratioReturn relative to average drawdown

15.47

6.24

+9.23

JRGD.DE vs. HMEU.L - Sharpe Ratio Comparison

The current JRGD.DE Sharpe Ratio is 2.07, which is higher than the HMEU.L Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of JRGD.DE and HMEU.L, 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


JRGD.DEHMEU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.07

1.27

+0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

Sharpe Ratio (All Time)

Calculated using the full available price history

0.85

0.62

+0.23

Drawdowns

JRGD.DE vs. HMEU.L - Drawdown Comparison

The maximum JRGD.DE drawdown since its inception was -21.56%, smaller than the maximum HMEU.L drawdown of -35.98%. Use the drawdown chart below to compare losses from any high point for JRGD.DE and HMEU.L.


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Drawdown Indicators


JRGD.DEHMEU.LDifference

Max Drawdown

Largest peak-to-trough decline

-21.56%

-35.98%

+14.42%

Max Drawdown (1Y)

Largest decline over 1 year

-6.06%

-9.41%

+3.35%

Max Drawdown (3Y)

Largest decline over 3 years

-21.56%

-15.73%

-5.83%

Max Drawdown (5Y)

Largest decline over 5 years

-19.24%

Max Drawdown (10Y)

Largest decline over 10 years

-35.98%

Current Drawdown

Current decline from peak

-0.35%

-0.63%

+0.28%

Average Drawdown

Average peak-to-trough decline

-4.26%

-5.25%

+0.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.47%

2.57%

-1.10%

Volatility

JRGD.DE vs. HMEU.L - Volatility Comparison

The current volatility for JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRGD.DE) is 2.43%, while HSBC MSCI Europe UCITS ETF (HMEU.L) has a volatility of 3.96%. This indicates that JRGD.DE experiences smaller price fluctuations and is considered to be less risky than HMEU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JRGD.DEHMEU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.43%

3.96%

-1.53%

Volatility (6M)

Calculated over the trailing 6-month period

7.47%

10.28%

-2.81%

Volatility (1Y)

Calculated over the trailing 1-year period

10.91%

12.58%

-1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.33%

14.25%

+0.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.33%

16.25%

-1.92%

JRGD.DE vs. HMEU.L - Expense Ratio Comparison

Both JRGD.DE and HMEU.L have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

JRGD.DE vs. HMEU.L - Dividend Comparison

JRGD.DE's dividend yield for the trailing twelve months is around 0.89%, less than HMEU.L's 2.44% yield.


PositionTTM20252024202320222021202020192018201720162015
HMEU.L
HSBC MSCI Europe UCITS ETF
2.44%2.55%5.65%2.80%2.85%2.16%2.13%3.10%3.29%2.77%2.82%5.28%
JRGD.DE
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)
0.89%0.89%0.91%0.85%1.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


JRGD.DE and HMEU.L have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

JRGD.DE and HMEU.L have the same expense ratio: 0.25% per year.

JRGD.DE is categorized as Global Equities, while HMEU.L is Europe Equities. JRGD.DE tracks JP Morgan Global Research Enhanced Index Equity (ESG), while HMEU.L tracks MSCI Europe NR EUR. They also come from different issuers: JPMorgan and HSBC.

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