JRUD.DE vs. UBU3.DE
JRUD.DE (JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)) and UBU3.DE (UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis) are both Large Cap Blend Equities funds - JRUD.DE tracks the JP Morgan US Research Enhanced Index Equity (ESG) while UBU3.DE tracks the MSCI USA. Both are passively managed. Over the past 5 years, JRUD.DE returned 14.63%/yr vs 14.24%/yr for UBU3.DE. With a 0.99 correlation, they move nearly in lockstep. JRUD.DE charges 0.20%/yr vs 0.07%/yr for UBU3.DE.
Performance
JRUD.DE vs. UBU3.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JRUD.DE achieves a 10.50% return, which is significantly lower than UBU3.DE's 11.22% return.
JRUD.DE
- 1D
- -0.13%
- 1M
- 3.79%
- YTD
- 10.50%
- 6M
- 10.16%
- 1Y
- 24.35%
- 3Y*
- 18.26%
- 5Y*
- 14.63%
- 10Y*
- —
UBU3.DE
- 1D
- -0.11%
- 1M
- 4.51%
- YTD
- 11.22%
- 6M
- 10.60%
- 1Y
- 24.99%
- 3Y*
- 18.90%
- 5Y*
- 14.24%
- 10Y*
- 14.72%
JRUD.DE vs. UBU3.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JRUD.DE JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 10.50% | 3.71% | 32.10% | 23.94% | -14.78% | 42.20% | 8.45% | -0.59% |
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 11.22% | 4.58% | 32.47% | 22.92% | -15.80% | 38.39% | 9.26% | -0.56% |
Correlation
The correlation between JRUD.DE and UBU3.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 (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Dec 23, 2019 | 0.99 |
The correlation between JRUD.DE and UBU3.DE has been stable across timeframes, ranging from 0.99 to 0.99 - a consistent structural relationship.
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Return for Risk
JRUD.DE vs. UBU3.DE — Risk / Return Rank
JRUD.DE
UBU3.DE
JRUD.DE vs. UBU3.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRUD.DE) and UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.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.
| JRUD.DE | UBU3.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | 0.00 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.40 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.55 | 3.38 | +0.16 |
| Martin ratioReturn relative to average drawdown | 13.27 | 11.75 | +1.52 |
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
| JRUD.DE | UBU3.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 2.14 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.94 | 0.92 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.93 | -0.09 |
Drawdowns
JRUD.DE vs. UBU3.DE - Drawdown Comparison
The maximum JRUD.DE drawdown since its inception was -34.16%, roughly equal to the maximum UBU3.DE drawdown of -34.04%. Use the drawdown chart below to compare losses from any high point for JRUD.DE and UBU3.DE.
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Drawdown Indicators
| JRUD.DE | UBU3.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.16% | -34.04% | -0.12% |
Max Drawdown (1Y)Largest decline over 1 year | -6.86% | -7.39% | +0.53% |
Max Drawdown (3Y)Largest decline over 3 years | -23.42% | -23.73% | +0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -23.42% | -23.73% | +0.31% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.04% | — |
Current DrawdownCurrent decline from peak | -0.48% | -0.41% | -0.07% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -4.10% | -0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 2.13% | -0.29% |
Volatility
JRUD.DE vs. UBU3.DE - Volatility Comparison
The current volatility for JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) (JRUD.DE) is 2.56%, while UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis (UBU3.DE) has a volatility of 2.73%. This indicates that JRUD.DE experiences smaller price fluctuations and is considered to be less risky than UBU3.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JRUD.DE | UBU3.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.56% | 2.73% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 7.41% | 7.61% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.40% | 11.69% | -0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.31% | 15.39% | -0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.76% | 16.22% | +1.54% |
JRUD.DE vs. UBU3.DE - Expense Ratio Comparison
JRUD.DE has a 0.20% expense ratio, which is higher than UBU3.DE's 0.07% 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
JRUD.DE vs. UBU3.DE - Dividend Comparison
JRUD.DE's dividend yield for the trailing twelve months is around 0.58%, less than UBU3.DE's 0.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRUD.DE JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist) | 0.58% | 0.57% | 0.44% | 0.78% | 0.88% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBU3.DE UBS ETF (IE) MSCI USA UCITS ETF (USD) A-dis | 0.72% | 0.90% | 0.85% | 1.01% | 1.18% | 0.71% | 1.16% | 1.18% | 1.27% | 1.18% | 1.48% | 1.31% |
Frequently Asked Questions
With a correlation of 0.99, JRUD.DE and UBU3.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, UBU3.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UBU3.DE is cheaper with a 0.07% expense ratio, compared with 0.20% for JRUD.DE.
JRUD.DE tracks JP Morgan US Research Enhanced Index Equity (ESG), while UBU3.DE tracks MSCI USA. They also come from different issuers: JPMorgan and UBS. Their fees differ too: 0.20% for JRUD.DE and 0.07% for UBU3.DE.
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