JUHE.DE vs. BBLL.DE
JUHE.DE (JPM US Research Enhanced Index Equity Active UCITS ETF EUR Hedged Acc) and BBLL.DE (JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc)) are both exchange-traded funds - JUHE.DE is a Large Cap Blend Equities fund actively managed by JPMorgan, while BBLL.DE is a Government Bonds fund tracking the ICE US Treasury 0-1 Year Index. JUHE.DE is actively managed, while BBLL.DE is passively managed. Over the past 3 years, JUHE.DE returned 17.13%/yr vs 4.01%/yr for BBLL.DE. At a correlation of -0.33, they often move in opposite directions. JUHE.DE charges 0.20%/yr vs 0.07%/yr for BBLL.DE.
Performance
JUHE.DE vs. BBLL.DE - Performance Comparison
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Returns By Period
In the year-to-date period, JUHE.DE achieves a 7.89% return, which is significantly higher than BBLL.DE's 4.73% return.
JUHE.DE
- 1D
- 0.12%
- 1M
- 0.05%
- 6M
- 8.27%
- YTD
- 7.89%
- 1Y
- 17.77%
- 3Y*
- 17.13%
- 5Y*
- —
- 10Y*
- —
BBLL.DE
- 1D
- 0.06%
- 1M
- 1.70%
- 6M
- 3.71%
- YTD
- 4.73%
- 1Y
- 5.38%
- 3Y*
- 4.01%
- 5Y*
- 4.11%
- 10Y*
- —
JUHE.DE vs. BBLL.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JUHE.DE JPM US Research Enhanced Index Equity Active UCITS ETF EUR Hedged Acc | 7.89% | 14.34% | 23.03% | 25.17% | -19.09% |
BBLL.DE JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) | 4.73% | -7.36% | 11.29% | 1.33% | 3.91% |
Correlation
The correlation between JUHE.DE and BBLL.DE is -0.33, 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 | -0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2022 | -0.33 |
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Return for Risk
JUHE.DE vs. BBLL.DE — Risk / Return Rank
JUHE.DE
BBLL.DE
JUHE.DE vs. BBLL.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPM US Research Enhanced Index Equity Active UCITS ETF EUR Hedged Acc (JUHE.DE) and JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) (BBLL.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.
| JUHE.DE | BBLL.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.69 | ||
| Sortino ratioReturn per unit of downside risk | +1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.16 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.20 | 1.59 | +0.62 |
| Martin ratioReturn relative to average drawdown | 8.94 | 3.76 | +5.18 |
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Drawdowns
JUHE.DE vs. BBLL.DE - Drawdown Comparison
The maximum JUHE.DE drawdown since its inception was -23.01%, which is greater than BBLL.DE's maximum drawdown of -17.24%. Use the drawdown chart below to compare losses from any high point for JUHE.DE and BBLL.DE.
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Drawdown Indicators
| JUHE.DE | BBLL.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.01% | -17.24% | -5.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.56% | -3.38% | -5.18% |
Max Drawdown (3Y)Largest decline over 3 years | -19.02% | -11.65% | -7.37% |
Max Drawdown (5Y)Largest decline over 5 years | — | -11.65% | — |
Current DrawdownCurrent decline from peak | -0.72% | -5.34% | +4.62% |
Average DrawdownAverage peak-to-trough decline | -5.99% | -8.29% | +2.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 1.43% | +0.68% |
Volatility
JUHE.DE vs. BBLL.DE - Volatility Comparison
JPM US Research Enhanced Index Equity Active UCITS ETF EUR Hedged Acc (JUHE.DE) has a higher volatility of 2.70% compared to JPMorgan BetaBuilders US Treasury Bond 0-1 yr UCITS ETF USD (Acc) (BBLL.DE) at 1.57%. This indicates that JUHE.DE's price experiences larger fluctuations and is considered to be riskier than BBLL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUHE.DE | BBLL.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.70% | 1.57% | +1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 4.28% | +4.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.95% | 6.06% | +5.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.09% | 7.45% | +8.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.09% | 8.26% | +7.83% |
JUHE.DE vs. BBLL.DE - Expense Ratio Comparison
JUHE.DE has a 0.20% expense ratio, which is higher than BBLL.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
JUHE.DE vs. BBLL.DE - Dividend Comparison
Neither JUHE.DE nor BBLL.DE has paid dividends to shareholders.
Frequently Asked Questions
JUHE.DE and BBLL.DE have a correlation of -0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BBLL.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBLL.DE is cheaper with a 0.07% expense ratio, compared with 0.20% for JUHE.DE.
JUHE.DE is categorized as Large Cap Blend Equities, while BBLL.DE is Government Bonds. Their fees differ too: 0.20% for JUHE.DE and 0.07% for BBLL.DE.
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