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SECD.DE vs. BJLM.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SECD.DE vs. BJLM.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Euro Government Bond Climate UCITS ETF EUR Dist (SECD.DE) and BNP Paribas Easy Sustainable EUR Government Bond UCITS ETF EUR Capitalisation (BJLM.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SECD.DE achieves a 0.13% return, which is significantly higher than BJLM.DE's 0.09% return.


SECD.DE

1D
0.11%
1M
-0.05%
YTD
0.13%
6M
0.20%
1Y
0.36%
3Y*
2.34%
5Y*
-2.19%
10Y*

BJLM.DE

1D
0.07%
1M
-0.00%
YTD
0.09%
6M
0.09%
1Y
0.22%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SECD.DE vs. BJLM.DE - Yearly Performance Comparison


Correlation

The correlation between SECD.DE and BJLM.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (All Time)
Calculated using the full available price history since Feb 21, 2024

0.96

The correlation between SECD.DE and BJLM.DE has been stable across timeframes, ranging from 0.92 to 0.96 - a consistent structural relationship.

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Return for Risk

SECD.DE vs. BJLM.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SECD.DE
SECD.DE Risk / Return Rank: 99
Overall Rank
SECD.DE Sharpe Ratio Rank: 99
Sharpe Ratio Rank
SECD.DE Sortino Ratio Rank: 88
Sortino Ratio Rank
SECD.DE Omega Ratio Rank: 88
Omega Ratio Rank
SECD.DE Calmar Ratio Rank: 99
Calmar Ratio Rank
SECD.DE Martin Ratio Rank: 99
Martin Ratio Rank

BJLM.DE
BJLM.DE Risk / Return Rank: 88
Overall Rank
BJLM.DE Sharpe Ratio Rank: 99
Sharpe Ratio Rank
BJLM.DE Sortino Ratio Rank: 88
Sortino Ratio Rank
BJLM.DE Omega Ratio Rank: 88
Omega Ratio Rank
BJLM.DE Calmar Ratio Rank: 99
Calmar Ratio Rank
BJLM.DE Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SECD.DE vs. BJLM.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Euro Government Bond Climate UCITS ETF EUR Dist (SECD.DE) and BNP Paribas Easy Sustainable EUR Government Bond UCITS ETF EUR Capitalisation (BJLM.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.


SECD.DEBJLM.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.02

Sortino ratioReturn per unit of downside risk

+0.03

Omega ratioGain probability vs. loss probability

1.00

1.00

0.00

Calmar ratioReturn relative to maximum drawdown

-0.01

-0.04

+0.03

Martin ratioReturn relative to average drawdown

-0.02

-0.10

+0.08

SECD.DE vs. BJLM.DE - Sharpe Ratio Comparison

The current SECD.DE Sharpe Ratio is -0.01, which is higher than the BJLM.DE Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of SECD.DE and BJLM.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SECD.DEBJLM.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.01

-0.03

+0.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.38

0.24

-0.62

Drawdowns

SECD.DE vs. BJLM.DE - Drawdown Comparison

The maximum SECD.DE drawdown since its inception was -22.04%, which is greater than BJLM.DE's maximum drawdown of -3.87%. Use the drawdown chart below to compare losses from any high point for SECD.DE and BJLM.DE.


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Drawdown Indicators


SECD.DEBJLM.DEDifference

Max Drawdown

Largest peak-to-trough decline

-22.04%

-3.87%

-18.17%

Max Drawdown (1Y)

Largest decline over 1 year

-3.41%

-3.33%

-0.08%

Max Drawdown (3Y)

Largest decline over 3 years

-3.96%

Max Drawdown (5Y)

Largest decline over 5 years

-21.21%

Current Drawdown

Current decline from peak

-13.67%

-1.97%

-11.70%

Average Drawdown

Average peak-to-trough decline

-12.64%

-1.31%

-11.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.33%

1.33%

0.00%

Volatility

SECD.DE vs. BJLM.DE - Volatility Comparison

iShares Euro Government Bond Climate UCITS ETF EUR Dist (SECD.DE) has a higher volatility of 1.78% compared to BNP Paribas Easy Sustainable EUR Government Bond UCITS ETF EUR Capitalisation (BJLM.DE) at 1.69%. This indicates that SECD.DE's price experiences larger fluctuations and is considered to be riskier than BJLM.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SECD.DEBJLM.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.78%

1.69%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

3.63%

4.12%

-0.49%

Volatility (1Y)

Calculated over the trailing 1-year period

4.34%

4.70%

-0.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.28%

4.84%

+1.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.02%

4.84%

+1.18%

SECD.DE vs. BJLM.DE - Expense Ratio Comparison

SECD.DE has a 0.09% expense ratio, which is lower than BJLM.DE's 0.12% 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

SECD.DE vs. BJLM.DE - Dividend Comparison

SECD.DE's dividend yield for the trailing twelve months is around 2.71%, while BJLM.DE has not paid dividends to shareholders.


Frequently Asked Questions


With a correlation of 0.92, SECD.DE and BJLM.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, SECD.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SECD.DE is cheaper with a 0.09% expense ratio, compared with 0.12% for BJLM.DE.

They also come from different issuers: iShares and BNP Paribas. Their fees differ too: 0.09% for SECD.DE and 0.12% for BJLM.DE.

Portfolio Optimizer

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