JU13.L vs. IB01.L
JU13.L (JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc)) and IB01.L (iShares USD Treasury Bond 0-1yr UCITS ETF (Acc)) are both Government Bonds funds - JU13.L tracks the JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) while IB01.L tracks the ICE U.S. Treasury Short Bond Index. Both are passively managed. Over the past 5 years, JU13.L returned 1.85%/yr vs 3.29%/yr for IB01.L. At a 0.25 correlation, their price movements are largely independent. JU13.L charges 0.10%/yr vs 0.07%/yr for IB01.L.
Performance
JU13.L vs. IB01.L - Performance Comparison
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Returns By Period
In the year-to-date period, JU13.L achieves a 0.67% return, which is significantly lower than IB01.L's 1.83% return.
JU13.L
- 1D
- 0.15%
- 1M
- 0.11%
- 6M
- 0.64%
- YTD
- 0.67%
- 1Y
- 3.23%
- 3Y*
- 4.18%
- 5Y*
- 1.85%
- 10Y*
- —
IB01.L
- 1D
- 0.00%
- 1M
- 0.27%
- 6M
- 1.77%
- YTD
- 1.83%
- 1Y
- 3.90%
- 3Y*
- 4.66%
- 5Y*
- 3.29%
- 10Y*
- —
JU13.L vs. IB01.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
JU13.L JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) | 0.67% | 5.16% | 4.03% | 4.05% | -3.80% | -0.65% | 3.21% | 3.13% |
IB01.L iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) | 1.83% | 4.34% | 5.25% | 4.92% | 1.08% | -0.85% | 0.88% | 2.06% |
Correlation
The correlation between JU13.L and IB01.L is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Feb 20, 2019 | 0.25 |
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Return for Risk
JU13.L vs. IB01.L — Risk / Return Rank
JU13.L
IB01.L
JU13.L vs. IB01.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) (JU13.L) and iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.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.
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.
| JU13.L | IB01.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -9.36 | ||
| Sortino ratioReturn per unit of downside risk | -33.15 | ||
| Omega ratioGain probability vs. loss probability | 1.54 | 8.35 | -6.81 |
| Calmar ratioReturn relative to maximum drawdown | 4.22 | 114.58 | -110.36 |
| Martin ratioReturn relative to average drawdown | 14.50 | 560.87 | -546.37 |
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Drawdowns
JU13.L vs. IB01.L - Drawdown Comparison
The maximum JU13.L drawdown since its inception was -5.72%, which is greater than IB01.L's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for JU13.L and IB01.L.
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Drawdown Indicators
| JU13.L | IB01.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.72% | -1.28% | -4.44% |
Max Drawdown (1Y)Largest decline over 1 year | -0.75% | -0.03% | -0.72% |
Max Drawdown (3Y)Largest decline over 3 years | -0.93% | -0.09% | -0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -5.72% | -1.12% | -4.60% |
Current DrawdownCurrent decline from peak | -0.04% | 0.00% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -0.96% | -0.23% | -0.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 0.01% | +0.21% |
Volatility
JU13.L vs. IB01.L - Volatility Comparison
JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) (JU13.L) has a higher volatility of 0.38% compared to iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) (IB01.L) at 0.08%. This indicates that JU13.L's price experiences larger fluctuations and is considered to be riskier than IB01.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JU13.L | IB01.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.38% | 0.08% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 0.90% | 0.22% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.23% | 0.33% | +0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.00% | 0.54% | +1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.68% | 0.78% | +0.90% |
JU13.L vs. IB01.L - Expense Ratio Comparison
JU13.L has a 0.10% expense ratio, which is higher than IB01.L'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
JU13.L vs. IB01.L - Dividend Comparison
Neither JU13.L nor IB01.L has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IB01.L iShares USD Treasury Bond 0-1yr UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JU13.L JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.97% |
Frequently Asked Questions
JU13.L and IB01.L have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IB01.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IB01.L is cheaper with a 0.07% expense ratio, compared with 0.10% for JU13.L.
JU13.L tracks JPM BetaBuilders US Treasury Bond 1-3 yr UCITS ETF - USD (acc), while IB01.L tracks ICE U.S. Treasury Short Bond Index. They also come from different issuers: ETF Issuer and iShares. Their fees differ too: 0.10% for JU13.L and 0.07% for IB01.L.
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