SGSU.L vs. JPMB.L
SGSU.L (iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist)) and JPMB.L (JPMorgan ETFs (Ireland) ICAV - USD Emerging Markets Sovereign Bond UCITS ETF USD (dist)) are both Global Bonds funds - SGSU.L tracks the iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) while JPMB.L tracks the JPMorgan ETFs (Ireland) ICAV - USD Emerging Markets Sovereign Bond UCITS ETF USD (dist). Both are passively managed. Over the past 5 years, SGSU.L returned 2.57%/yr vs 1.65%/yr for JPMB.L. At a 0.14 correlation, their price movements are largely independent. SGSU.L charges 0.17%/yr vs 0.39%/yr for JPMB.L.
Performance
SGSU.L vs. JPMB.L - Performance Comparison
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Different Trading Currencies
SGSU.L is traded in GBP, while JPMB.L is traded in USD. To make them comparable, the JPMB.L values have been converted to GBP using the latest available exchange rates.
Returns By Period
In the year-to-date period, SGSU.L achieves a 1.67% return, which is significantly higher than JPMB.L's 1.21% return.
SGSU.L
- 1D
- 0.20%
- 1M
- 0.41%
- 6M
- 1.46%
- YTD
- 1.67%
- 1Y
- 3.86%
- 3Y*
- 4.96%
- 5Y*
- 2.57%
- 10Y*
- —
JPMB.L
- 1D
- 0.00%
- 1M
- -1.56%
- 6M
- 1.28%
- YTD
- 1.21%
- 1Y
- 8.34%
- 3Y*
- 6.11%
- 5Y*
- 1.65%
- 10Y*
- —
SGSU.L vs. JPMB.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SGSU.L iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) | 1.67% | 5.12% | 5.16% | 4.29% | -2.66% | -0.43% | 2.44% | 0.80% |
JPMB.L JPMorgan ETFs (Ireland) ICAV - USD Emerging Markets Sovereign Bond UCITS ETF USD (dist) | 1.21% | 5.22% | 3.75% | 4.03% | -6.18% | -1.48% | 2.20% | 1.47% |
Correlation
The correlation between SGSU.L and JPMB.L is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jun 26, 2019 | 0.14 |
The correlation between SGSU.L and JPMB.L shifts across timeframes, from 0.02 (1 year) to 0.16 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
SGSU.L vs. JPMB.L — Risk / Return Rank
SGSU.L
JPMB.L
SGSU.L vs. JPMB.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) (SGSU.L) and JPMorgan ETFs (Ireland) ICAV - USD Emerging Markets Sovereign Bond UCITS ETF USD (dist) (JPMB.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.
| SGSU.L | JPMB.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.00 | ||
| Sortino ratioReturn per unit of downside risk | +1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.71 | 1.22 | +0.49 |
| Calmar ratioReturn relative to maximum drawdown | 9.24 | 1.83 | +7.42 |
| Martin ratioReturn relative to average drawdown | 28.95 | 4.99 | +23.96 |
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Drawdowns
SGSU.L vs. JPMB.L - Drawdown Comparison
The maximum SGSU.L drawdown since its inception was -8.45%, smaller than the maximum JPMB.L drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for SGSU.L and JPMB.L.
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Drawdown Indicators
| SGSU.L | JPMB.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.45% | -18.94% | +10.49% |
Max Drawdown (1Y)Largest decline over 1 year | -0.42% | -4.79% | +4.37% |
Max Drawdown (3Y)Largest decline over 3 years | -0.62% | -8.76% | +8.14% |
Max Drawdown (5Y)Largest decline over 5 years | -4.83% | -14.10% | +9.27% |
Current DrawdownCurrent decline from peak | -0.01% | -3.17% | +3.16% |
Average DrawdownAverage peak-to-trough decline | -0.84% | -6.83% | +5.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.13% | 1.76% | -1.63% |
Volatility
SGSU.L vs. JPMB.L - Volatility Comparison
The current volatility for iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) (SGSU.L) is 0.48%, while JPMorgan ETFs (Ireland) ICAV - USD Emerging Markets Sovereign Bond UCITS ETF USD (dist) (JPMB.L) has a volatility of 1.90%. This indicates that SGSU.L experiences smaller price fluctuations and is considered to be less risky than JPMB.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SGSU.L | JPMB.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.48% | 1.90% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 1.20% | 5.79% | -4.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.72% | 7.09% | -5.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.14% | 9.25% | -7.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.02% | 10.51% | -7.49% |
SGSU.L vs. JPMB.L - Expense Ratio Comparison
SGSU.L has a 0.17% expense ratio, which is lower than JPMB.L's 0.39% expense ratio.
Dividends
SGSU.L vs. JPMB.L - Dividend Comparison
SGSU.L's dividend yield for the trailing twelve months is around 4.46%, less than JPMB.L's 5.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
JPMB.L JPMorgan ETFs (Ireland) ICAV - USD Emerging Markets Sovereign Bond UCITS ETF USD (dist) | 5.89% | 5.98% | 5.84% | 5.31% | 5.49% | 4.13% | 4.08% | 4.41% | 4.13% |
SGSU.L iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist) | 4.46% | 4.60% | 4.62% | 3.98% | 1.67% | 0.79% | 3.43% | 0.00% | 0.00% |
Frequently Asked Questions
SGSU.L and JPMB.L have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SGSU.L is cheaper at 0.17% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SGSU.L is cheaper with a 0.17% expense ratio, compared with 0.39% for JPMB.L.
SGSU.L tracks iShares $ Corp Bond 0-3yr ESG SRI UCITS ETF GBP Hedged (Dist), while JPMB.L tracks JPMorgan ETFs (Ireland) ICAV - USD Emerging Markets Sovereign Bond UCITS ETF USD (dist). They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.17% for SGSU.L and 0.39% for JPMB.L.
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