JRUE.DE vs. IS3F.DE
JRUE.DE (JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc) and IS3F.DE (iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist)) are both Corporate Bonds funds. JRUE.DE is actively managed, while IS3F.DE is passively managed. Over the past 3 years, JRUE.DE returned 2.98%/yr vs 6.79%/yr for IS3F.DE. At a correlation of -0.19, they often move in opposite directions. JRUE.DE charges 0.04%/yr vs 0.25%/yr for IS3F.DE.
Performance
JRUE.DE vs. IS3F.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JRUE.DE achieves a -0.85% return, which is significantly lower than IS3F.DE's 5.22% return.
JRUE.DE
- 1D
- 0.17%
- 1M
- -0.76%
- 6M
- -0.95%
- YTD
- -0.85%
- 1Y
- 3.03%
- 3Y*
- 2.98%
- 5Y*
- —
- 10Y*
- —
IS3F.DE
- 1D
- 0.24%
- 1M
- 0.98%
- 6M
- 3.95%
- YTD
- 5.22%
- 1Y
- 6.48%
- 3Y*
- 6.79%
- 5Y*
- 6.06%
- 10Y*
- 4.05%
JRUE.DE vs. IS3F.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
JRUE.DE JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc | -0.85% | 5.79% | 0.31% | 5.74% | -17.61% | -1.64% |
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 5.22% | -6.28% | 14.29% | 7.35% | 6.51% | 1.50% |
Correlation
The correlation between JRUE.DE and IS3F.DE is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.25 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2021 | -0.19 |
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Return for Risk
JRUE.DE vs. IS3F.DE — Risk / Return Rank
JRUE.DE
IS3F.DE
JRUE.DE vs. IS3F.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc (JRUE.DE) and iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JRUE.DE | IS3F.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.31 | ||
| Sortino ratioReturn per unit of downside risk | -0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.18 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 1.00 | 2.20 | -1.20 |
| Martin ratioReturn relative to average drawdown | 2.54 | 5.63 | -3.10 |
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Drawdowns
JRUE.DE vs. IS3F.DE - Drawdown Comparison
The maximum JRUE.DE drawdown since its inception was -23.48%, smaller than the maximum IS3F.DE drawdown of -27.25%. Use the drawdown chart below to compare losses from any high point for JRUE.DE and IS3F.DE.
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Drawdown Indicators
| JRUE.DE | IS3F.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.48% | -27.25% | +3.77% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -2.93% | -0.21% |
Max Drawdown (3Y)Largest decline over 3 years | -6.65% | -11.67% | +5.02% |
Max Drawdown (5Y)Largest decline over 5 years | — | -11.67% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -20.78% | — |
Current DrawdownCurrent decline from peak | -9.83% | -3.64% | -6.19% |
Average DrawdownAverage peak-to-trough decline | -13.52% | -8.17% | -5.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.24% | 1.15% | +0.09% |
Volatility
JRUE.DE vs. IS3F.DE - Volatility Comparison
The current volatility for JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc (JRUE.DE) is 1.11%, while iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) (IS3F.DE) has a volatility of 1.99%. This indicates that JRUE.DE experiences smaller price fluctuations and is considered to be less risky than IS3F.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JRUE.DE | IS3F.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.11% | 1.99% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 3.31% | 4.57% | -1.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.46% | 6.42% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.80% | 7.67% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.80% | 8.21% | -0.41% |
JRUE.DE vs. IS3F.DE - Expense Ratio Comparison
JRUE.DE has a 0.04% expense ratio, which is lower than IS3F.DE's 0.25% 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
JRUE.DE vs. IS3F.DE - Dividend Comparison
JRUE.DE has not paid dividends to shareholders, while IS3F.DE's dividend yield for the trailing twelve months is around 4.26%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3F.DE iShares $ Corp Bond Interest Rate Hedged UCITS ETF USD (Dist) | 4.26% | 4.77% | 5.36% | 4.95% | 2.10% | 1.50% | 2.62% | 3.52% | 2.81% | 2.25% | 2.36% | 3.21% |
JRUE.DE JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JRUE.DE and IS3F.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, JRUE.DE is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JRUE.DE is cheaper with a 0.04% expense ratio, compared with 0.25% for IS3F.DE.
They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.04% for JRUE.DE and 0.25% for IS3F.DE.
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