UEF7.DE vs. JRUE.DE
UEF7.DE (UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis) and JRUE.DE (JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc) are both Corporate Bonds funds. UEF7.DE is passively managed, while JRUE.DE is actively managed. Over the past 3 years, UEF7.DE returned 4.68%/yr vs 2.76%/yr for JRUE.DE. At a correlation of -0.02, they often move in opposite directions. UEF7.DE charges 0.16%/yr vs 0.04%/yr for JRUE.DE.
Performance
UEF7.DE vs. JRUE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, UEF7.DE achieves a 3.58% return, which is significantly higher than JRUE.DE's -0.90% return.
UEF7.DE
- 1D
- 0.41%
- 1M
- 1.51%
- 6M
- 2.21%
- YTD
- 3.58%
- 1Y
- 5.22%
- 3Y*
- 4.68%
- 5Y*
- 2.83%
- 10Y*
- 2.08%
JRUE.DE
- 1D
- 0.25%
- 1M
- -0.76%
- 6M
- -0.75%
- YTD
- -0.90%
- 1Y
- 2.59%
- 3Y*
- 2.76%
- 5Y*
- —
- 10Y*
- —
UEF7.DE vs. JRUE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UEF7.DE UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis | 3.58% | -4.77% | 10.52% | 2.48% | -0.56% | 1.80% |
JRUE.DE JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc | -0.90% | 5.79% | 0.31% | 5.74% | -17.61% | -1.64% |
Correlation
The correlation between UEF7.DE and JRUE.DE 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 | -0.02 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2021 | -0.02 |
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Return for Risk
UEF7.DE vs. JRUE.DE — Risk / Return Rank
UEF7.DE
JRUE.DE
UEF7.DE vs. JRUE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE) and JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc (JRUE.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.
| UEF7.DE | JRUE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.10 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.67 | 0.82 | +0.85 |
| Martin ratioReturn relative to average drawdown | 4.56 | 2.07 | +2.49 |
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Drawdowns
UEF7.DE vs. JRUE.DE - Drawdown Comparison
The maximum UEF7.DE drawdown since its inception was -19.46%, smaller than the maximum JRUE.DE drawdown of -23.48%. Use the drawdown chart below to compare losses from any high point for UEF7.DE and JRUE.DE.
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Drawdown Indicators
| UEF7.DE | JRUE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.46% | -23.48% | +4.02% |
Max Drawdown (1Y)Largest decline over 1 year | -3.12% | -3.14% | +0.02% |
Max Drawdown (3Y)Largest decline over 3 years | -9.64% | -6.63% | -3.01% |
Max Drawdown (5Y)Largest decline over 5 years | -10.71% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -15.40% | — | — |
Current DrawdownCurrent decline from peak | -3.49% | -9.88% | +6.39% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -13.51% | +7.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 1.25% | -0.11% |
Volatility
UEF7.DE vs. JRUE.DE - Volatility Comparison
UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis (UEF7.DE) has a higher volatility of 1.33% compared to JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc (JRUE.DE) at 1.13%. This indicates that UEF7.DE's price experiences larger fluctuations and is considered to be riskier than JRUE.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UEF7.DE | JRUE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.33% | 1.13% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 3.92% | 3.27% | +0.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.43% | 4.47% | +0.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.97% | 7.80% | -0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.89% | 7.80% | -0.91% |
UEF7.DE vs. JRUE.DE - Expense Ratio Comparison
UEF7.DE has a 0.16% expense ratio, which is higher than JRUE.DE's 0.04% 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
UEF7.DE vs. JRUE.DE - Dividend Comparison
UEF7.DE's dividend yield for the trailing twelve months is around 4.56%, while JRUE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JRUE.DE JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UEF7.DE UBS ETF (LU) Bloomberg US Liquid Corporates 1-5 Year UCITS ETF (USD) A-dis | 4.56% | 5.78% | 4.66% | 3.27% | 1.45% | 1.52% | 2.84% | 2.76% | 2.24% | 2.19% | 1.99% | 0.87% |
Frequently Asked Questions
UEF7.DE and JRUE.DE 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, JRUE.DE is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JRUE.DE is cheaper with a 0.04% expense ratio, compared with 0.16% for UEF7.DE.
They also come from different issuers: UBS and JPMorgan. Their fees differ too: 0.16% for UEF7.DE and 0.04% for JRUE.DE.
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