XDGE.DE vs. JRUE.DE
XDGE.DE (Xtrackers USD Corporate Bond UCITS ETF EUR Hedged (Dist)) and JRUE.DE (JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc) are both Corporate Bonds funds. XDGE.DE is passively managed, while JRUE.DE is actively managed. Over the past 3 years, XDGE.DE returned 2.36%/yr vs 2.76%/yr for JRUE.DE. With a 0.96 correlation, they move nearly in lockstep. XDGE.DE charges 0.21%/yr vs 0.04%/yr for JRUE.DE.
Performance
XDGE.DE vs. JRUE.DE - Performance Comparison
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Returns By Period
In the year-to-date period, XDGE.DE achieves a -1.31% return, which is significantly lower than JRUE.DE's -0.90% return.
XDGE.DE
- 1D
- 0.10%
- 1M
- -1.07%
- 6M
- -1.40%
- YTD
- -1.31%
- 1Y
- 2.10%
- 3Y*
- 2.36%
- 5Y*
- -2.70%
- 10Y*
- 0.00%
JRUE.DE
- 1D
- 0.25%
- 1M
- -0.76%
- 6M
- -0.75%
- YTD
- -0.90%
- 1Y
- 2.59%
- 3Y*
- 2.76%
- 5Y*
- —
- 10Y*
- —
XDGE.DE vs. JRUE.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
XDGE.DE Xtrackers USD Corporate Bond UCITS ETF EUR Hedged (Dist) | -1.31% | 5.66% | -0.80% | 6.42% | -19.81% | -1.36% |
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 XDGE.DE and JRUE.DE is 0.91, 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 | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2021 | 0.96 |
The correlation between XDGE.DE and JRUE.DE has been stable across timeframes, ranging from 0.91 to 0.96 - a consistent structural relationship.
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Return for Risk
XDGE.DE vs. JRUE.DE — Risk / Return Rank
XDGE.DE
JRUE.DE
XDGE.DE vs. JRUE.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers USD Corporate Bond UCITS ETF EUR Hedged (Dist) (XDGE.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.
| XDGE.DE | JRUE.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.20 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.10 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.57 | 0.82 | -0.25 |
| Martin ratioReturn relative to average drawdown | 1.32 | 2.07 | -0.75 |
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Drawdowns
XDGE.DE vs. JRUE.DE - Drawdown Comparison
The maximum XDGE.DE drawdown since its inception was -27.36%, which is greater than JRUE.DE's maximum drawdown of -23.48%. Use the drawdown chart below to compare losses from any high point for XDGE.DE and JRUE.DE.
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Drawdown Indicators
| XDGE.DE | JRUE.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.36% | -23.48% | -3.88% |
Max Drawdown (1Y)Largest decline over 1 year | -3.66% | -3.14% | -0.52% |
Max Drawdown (3Y)Largest decline over 3 years | -8.34% | -6.63% | -1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -26.98% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -27.36% | — | — |
Current DrawdownCurrent decline from peak | -14.36% | -9.88% | -4.48% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -13.51% | +4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.58% | 1.25% | +0.33% |
Volatility
XDGE.DE vs. JRUE.DE - Volatility Comparison
Xtrackers USD Corporate Bond UCITS ETF EUR Hedged (Dist) (XDGE.DE) has a higher volatility of 1.22% compared to JPM USD IG Corporate Bond Active UCITS ETF EUR Hedged Acc (JRUE.DE) at 1.13%. This indicates that XDGE.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
| XDGE.DE | JRUE.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 1.13% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 4.01% | 3.27% | +0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.46% | 4.47% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.40% | 7.80% | +0.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.03% | 7.80% | +0.23% |
XDGE.DE vs. JRUE.DE - Expense Ratio Comparison
XDGE.DE has a 0.21% 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
XDGE.DE vs. JRUE.DE - Dividend Comparison
XDGE.DE's dividend yield for the trailing twelve months is around 4.63%, while JRUE.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
XDGE.DE Xtrackers USD Corporate Bond UCITS ETF EUR Hedged (Dist) | 4.63% | 4.71% | 5.47% | 3.79% | 7.81% | 3.10% | 4.79% | 2.91% | 2.56% | 1.70% |
Frequently Asked Questions
With a correlation of 0.91, XDGE.DE and JRUE.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, 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 0.21% for XDGE.DE.
They also come from different issuers: Xtrackers and JPMorgan. Their fees differ too: 0.21% for XDGE.DE and 0.04% for JRUE.DE.
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