JRGD.DE vs. UBU7.DE
JRGD.DE (JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)) and UBU7.DE (UBS ETF (IE) MSCI World UCITS ETF (USD) Dist) are both Global Equities funds - JRGD.DE tracks the JP Morgan Global Research Enhanced Index Equity (ESG) while UBU7.DE tracks the MSCI World. Both are passively managed. Over the past 3 years, JRGD.DE returned 16.83%/yr vs 17.49%/yr for UBU7.DE. With a 0.99 correlation, they move nearly in lockstep. JRGD.DE charges 0.25%/yr vs 0.10%/yr for UBU7.DE.
Performance
JRGD.DE vs. UBU7.DE - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with JRGD.DE having a 10.32% return and UBU7.DE slightly higher at 10.81%.
JRGD.DE
- 1D
- 0.00%
- 1M
- 4.30%
- YTD
- 10.32%
- 6M
- 10.92%
- 1Y
- 22.73%
- 3Y*
- 16.83%
- 5Y*
- —
- 10Y*
- —
UBU7.DE
- 1D
- -0.02%
- 1M
- 4.86%
- YTD
- 10.81%
- 6M
- 11.28%
- 1Y
- 23.73%
- 3Y*
- 17.49%
- 5Y*
- 12.72%
- 10Y*
- 12.53%
JRGD.DE vs. UBU7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 10.81% | 7.95% | 25.92% | 19.97% | -13.95% | 9.45% |
Correlation
The correlation between JRGD.DE and UBU7.DE is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 2021 | 0.99 |
The correlation between JRGD.DE and UBU7.DE has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
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Return for Risk
JRGD.DE vs. UBU7.DE — Risk / Return Rank
JRGD.DE
UBU7.DE
JRGD.DE vs. UBU7.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 UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.40 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.73 | 3.58 | +0.16 |
| Martin ratioReturn relative to average drawdown | 15.47 | 14.23 | +1.23 |
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 | UBU7.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.07 | 2.14 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.89 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.82 | +0.02 |
Drawdowns
JRGD.DE vs. UBU7.DE - Drawdown Comparison
The maximum JRGD.DE drawdown since its inception was -21.56%, smaller than the maximum UBU7.DE drawdown of -33.84%. Use the drawdown chart below to compare losses from any high point for JRGD.DE and UBU7.DE.
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Drawdown Indicators
| JRGD.DE | UBU7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.56% | -33.84% | +12.28% |
Max Drawdown (1Y)Largest decline over 1 year | -6.06% | -6.61% | +0.55% |
Max Drawdown (3Y)Largest decline over 3 years | -21.56% | -21.69% | +0.13% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.69% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.84% | — |
Current DrawdownCurrent decline from peak | -0.35% | -0.31% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -4.26% | -4.24% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 1.66% | -0.19% |
Volatility
JRGD.DE vs. UBU7.DE - Volatility Comparison
The current volatility for JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRGD.DE) is 2.43%, while UBS ETF (IE) MSCI World UCITS ETF (USD) Dist (UBU7.DE) has a volatility of 2.57%. This indicates that JRGD.DE experiences smaller price fluctuations and is considered to be less risky than UBU7.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 | UBU7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.43% | 2.57% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 7.47% | 7.61% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.91% | 11.04% | -0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.33% | 14.11% | +0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.33% | 15.11% | -0.78% |
JRGD.DE vs. UBU7.DE - Expense Ratio Comparison
JRGD.DE has a 0.25% expense ratio, which is higher than UBU7.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
JRGD.DE vs. UBU7.DE - Dividend Comparison
JRGD.DE's dividend yield for the trailing twelve months is around 0.89%, less than UBU7.DE's 1.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UBU7.DE UBS ETF (IE) MSCI World UCITS ETF (USD) Dist | 1.13% | 1.43% | 1.22% | 1.31% | 1.52% | 0.90% | 1.28% | 1.54% | 1.43% | 1.58% | 2.00% | 1.62% |
Frequently Asked Questions
With a correlation of 0.99, JRGD.DE and UBU7.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, UBU7.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU7.DE is cheaper with a 0.10% expense ratio, compared with 0.25% for JRGD.DE.
JRGD.DE tracks JP Morgan Global Research Enhanced Index Equity (ESG), while UBU7.DE tracks MSCI World. They also come from different issuers: JPMorgan and UBS. Their fees differ too: 0.25% for JRGD.DE and 0.10% for UBU7.DE.
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