AGES.L vs. CPJ1.L
Compare and contrast key facts about iShares Ageing Population UCITS ETF (AGES.L) and iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPJ1.L).
AGES.L and CPJ1.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. AGES.L is a passively managed fund by iShares that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 8, 2016. CPJ1.L is a passively managed fund by iShares that tracks the performance of the MSCI Pacific Ex Japan NR USD. It was launched on Jan 12, 2010. Both AGES.L and CPJ1.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGES.L or CPJ1.L.
Key characteristics
| AGES.L | CPJ1.L | |
|---|---|---|
| YTD Return | 12.47% | 8.60% |
| 1Y Return | 23.63% | 16.17% |
| 3Y Return (Ann) | 2.28% | 3.60% |
| 5Y Return (Ann) | 5.71% | 4.05% |
| Sharpe Ratio | 2.25 | 1.39 |
| Sortino Ratio | 3.15 | 2.01 |
| Omega Ratio | 1.41 | 1.24 |
| Calmar Ratio | 1.69 | 1.18 |
| Martin Ratio | 13.66 | 6.54 |
| Ulcer Index | 1.79% | 2.71% |
| Daily Std Dev | 10.87% | 12.78% |
| Max Drawdown | -31.02% | -32.49% |
| Current Drawdown | 0.00% | -1.93% |
Correlation
The correlation between AGES.L and CPJ1.L is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AGES.L vs. CPJ1.L - Performance Comparison
In the year-to-date period, AGES.L achieves a 12.47% return, which is significantly higher than CPJ1.L's 8.60% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AGES.L vs. CPJ1.L - Expense Ratio Comparison
AGES.L has a 0.40% expense ratio, which is higher than CPJ1.L's 0.20% expense ratio.
Risk-Adjusted Performance
AGES.L vs. CPJ1.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Ageing Population UCITS ETF (AGES.L) and iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPJ1.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.
Dividends
AGES.L vs. CPJ1.L - Dividend Comparison
Neither AGES.L nor CPJ1.L has paid dividends to shareholders.
Drawdowns
AGES.L vs. CPJ1.L - Drawdown Comparison
The maximum AGES.L drawdown since its inception was -31.02%, roughly equal to the maximum CPJ1.L drawdown of -32.49%. Use the drawdown chart below to compare losses from any high point for AGES.L and CPJ1.L. For additional features, visit the drawdowns tool.
Volatility
AGES.L vs. CPJ1.L - Volatility Comparison
The current volatility for iShares Ageing Population UCITS ETF (AGES.L) is 3.07%, while iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPJ1.L) has a volatility of 4.99%. This indicates that AGES.L experiences smaller price fluctuations and is considered to be less risky than CPJ1.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.