SUES.L vs. BBGE.L
SUES.L (iShares MSCI EM SRI UCITS ETF) and BBGE.L (JPMorgan BetaBuilders EUR Government Bond UCITS ETF EUR (Acc)) are both exchange-traded funds - SUES.L is a Emerging Markets Equities fund tracking the MSCI EM NR USD, while BBGE.L is a European Government Bonds fund tracking the Bloomberg Euro Agg Govt TR EUR. Both are passively managed. Over the past 5 years, SUES.L returned 5.18%/yr vs -2.18%/yr for BBGE.L. At a 0.10 correlation, their price movements are largely independent. SUES.L charges 0.25%/yr vs 0.10%/yr for BBGE.L.
Performance
SUES.L vs. BBGE.L - Performance Comparison
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Different Trading Currencies
SUES.L is traded in GBp, while BBGE.L is traded in GBP. To make them comparable, the BBGE.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, SUES.L achieves a 16.30% return, which is significantly higher than BBGE.L's -0.88% return.
SUES.L
- 1D
- -1.52%
- 1M
- 0.78%
- YTD
- 16.30%
- 6M
- 17.33%
- 1Y
- 39.09%
- 3Y*
- 14.44%
- 5Y*
- 5.18%
- 10Y*
- —
BBGE.L
- 1D
- 0.24%
- 1M
- 0.92%
- YTD
- -0.88%
- 6M
- -0.91%
- 1Y
- 2.63%
- 3Y*
- 2.42%
- 5Y*
- -2.18%
- 10Y*
- —
SUES.L vs. BBGE.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SUES.L iShares MSCI EM SRI UCITS ETF | 16.30% | 22.98% | 6.49% | -4.42% | -8.54% | 0.22% | 14.91% | 8.34% |
BBGE.L JPMorgan BetaBuilders EUR Government Bond UCITS ETF EUR (Acc) | -0.88% | 5.79% | -3.07% | 4.85% | -13.84% | -9.87% | 10.91% | 3.18% |
Correlation
The correlation between SUES.L and BBGE.L is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since May 8, 2019 | 0.10 |
The correlation between SUES.L and BBGE.L shifts across timeframes, from 0.08 (5 years) to 0.23 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
SUES.L vs. BBGE.L — Risk / Return Rank
SUES.L
BBGE.L
SUES.L vs. BBGE.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EM SRI UCITS ETF (SUES.L) and JPMorgan BetaBuilders EUR Government Bond UCITS ETF EUR (Acc) (BBGE.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.
| SUES.L | BBGE.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.04 | ||
| Sortino ratioReturn per unit of downside risk | +2.65 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.08 | +0.36 |
| Calmar ratioReturn relative to maximum drawdown | 3.79 | 0.56 | +3.23 |
| Martin ratioReturn relative to average drawdown | 13.42 | 1.25 | +12.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SUES.L | BBGE.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.51 | 0.48 | +2.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | -0.29 | +0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | -0.10 | +0.53 |
Drawdowns
SUES.L vs. BBGE.L - Drawdown Comparison
The maximum SUES.L drawdown since its inception was -30.11%, which is greater than BBGE.L's maximum drawdown of -26.98%. Use the drawdown chart below to compare losses from any high point for SUES.L and BBGE.L.
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Drawdown Indicators
| SUES.L | BBGE.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.11% | -26.98% | -3.13% |
Max Drawdown (1Y)Largest decline over 1 year | -10.48% | -4.67% | -5.81% |
Max Drawdown (3Y)Largest decline over 3 years | -17.77% | -6.35% | -11.42% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -21.06% | -3.72% |
Current DrawdownCurrent decline from peak | -2.59% | -19.17% | +16.58% |
Average DrawdownAverage peak-to-trough decline | -9.15% | -15.68% | +6.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.09% | +0.87% |
Volatility
SUES.L vs. BBGE.L - Volatility Comparison
iShares MSCI EM SRI UCITS ETF (SUES.L) has a higher volatility of 5.89% compared to JPMorgan BetaBuilders EUR Government Bond UCITS ETF EUR (Acc) (BBGE.L) at 1.84%. This indicates that SUES.L's price experiences larger fluctuations and is considered to be riskier than BBGE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SUES.L | BBGE.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.89% | 1.84% | +4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 4.25% | +8.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.81% | 5.48% | +10.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.41% | 7.55% | +8.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 8.02% | +9.92% |
SUES.L vs. BBGE.L - Expense Ratio Comparison
SUES.L has a 0.25% expense ratio, which is higher than BBGE.L's 0.10% 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
SUES.L vs. BBGE.L - Dividend Comparison
Neither SUES.L nor BBGE.L has paid dividends to shareholders.
Frequently Asked Questions
SUES.L and BBGE.L 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, BBGE.L is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BBGE.L is cheaper with a 0.10% expense ratio, compared with 0.25% for SUES.L.
SUES.L is categorized as Emerging Markets Equities, while BBGE.L is European Government Bonds. SUES.L tracks MSCI EM NR USD, while BBGE.L tracks Bloomberg Euro Agg Govt TR EUR. They also come from different issuers: iShares and JPMorgan. Their fees differ too: 0.25% for SUES.L and 0.10% for BBGE.L.
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