APJX.DE vs. ISPA.DE
APJX.DE (iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc) and ISPA.DE (iShares STOXX Global Select Dividend 100 UCITS ETF (DE)) are both exchange-traded funds - APJX.DE is a Asia Pacific Equities fund tracking the MSCI Pacific ex Japan ESG Enhanced Focus, while ISPA.DE is a Global Equities fund tracking the STOXX® Global Select Dividend 100 index. Both are passively managed. Over the past 3 years, APJX.DE returned 7.63%/yr vs 18.65%/yr for ISPA.DE. A 0.76 correlation means they provide meaningful diversification when combined. APJX.DE charges 0.20%/yr vs 0.46%/yr for ISPA.DE.
Performance
APJX.DE vs. ISPA.DE - Performance Comparison
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Returns By Period
In the year-to-date period, APJX.DE achieves a 5.20% return, which is significantly lower than ISPA.DE's 13.48% return.
APJX.DE
- 1D
- -0.66%
- 1M
- -1.60%
- YTD
- 5.20%
- 6M
- 6.14%
- 1Y
- 8.80%
- 3Y*
- 7.63%
- 5Y*
- —
- 10Y*
- —
ISPA.DE
- 1D
- 0.49%
- 1M
- 2.52%
- YTD
- 13.48%
- 6M
- 15.47%
- 1Y
- 29.54%
- 3Y*
- 18.65%
- 5Y*
- 11.00%
- 10Y*
- 8.98%
APJX.DE vs. ISPA.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
APJX.DE iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc | 5.20% | 5.91% | 11.45% | 0.12% | -6.30% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 13.48% | 19.72% | 12.97% | 4.80% | -3.88% |
Correlation
The correlation between APJX.DE and ISPA.DE is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (All Time) Calculated using the full available price history since Mar 30, 2022 | 0.76 |
The correlation between APJX.DE and ISPA.DE has been stable across timeframes, ranging from 0.70 to 0.76 - a consistent structural relationship.
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Return for Risk
APJX.DE vs. ISPA.DE — Risk / Return Rank
APJX.DE
ISPA.DE
APJX.DE vs. ISPA.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc (APJX.DE) and iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.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.
| APJX.DE | ISPA.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.66 | ||
| Sortino ratioReturn per unit of downside risk | -3.55 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.62 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | 1.04 | 8.10 | -7.06 |
| Martin ratioReturn relative to average drawdown | 2.88 | 28.73 | -25.85 |
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
| APJX.DE | ISPA.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 3.35 | -2.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.91 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.68 | -0.43 |
Drawdowns
APJX.DE vs. ISPA.DE - Drawdown Comparison
The maximum APJX.DE drawdown since its inception was -19.95%, smaller than the maximum ISPA.DE drawdown of -38.91%. Use the drawdown chart below to compare losses from any high point for APJX.DE and ISPA.DE.
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Drawdown Indicators
| APJX.DE | ISPA.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.95% | -38.91% | +18.96% |
Max Drawdown (1Y)Largest decline over 1 year | -8.45% | -3.63% | -4.82% |
Max Drawdown (3Y)Largest decline over 3 years | -19.95% | -15.10% | -4.85% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.10% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.91% | — |
Current DrawdownCurrent decline from peak | -5.71% | -1.09% | -4.62% |
Average DrawdownAverage peak-to-trough decline | -6.34% | -4.46% | -1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 1.03% | +2.02% |
Volatility
APJX.DE vs. ISPA.DE - Volatility Comparison
iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD Acc (APJX.DE) has a higher volatility of 2.92% compared to iShares STOXX Global Select Dividend 100 UCITS ETF (DE) (ISPA.DE) at 2.62%. This indicates that APJX.DE's price experiences larger fluctuations and is considered to be riskier than ISPA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APJX.DE | ISPA.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.92% | 2.62% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.89% | 6.51% | +3.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.61% | 8.77% | +3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.89% | 12.00% | +2.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.89% | 14.79% | +0.10% |
APJX.DE vs. ISPA.DE - Expense Ratio Comparison
APJX.DE has a 0.20% expense ratio, which is lower than ISPA.DE's 0.46% expense ratio.
Dividends
APJX.DE vs. ISPA.DE - Dividend Comparison
APJX.DE has not paid dividends to shareholders, while ISPA.DE's dividend yield for the trailing twelve months is around 3.75%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APJX.DE iShares MSCI Pacific ex-Japan ESG Enhanced UCITS ETF USD 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% |
ISPA.DE iShares STOXX Global Select Dividend 100 UCITS ETF (DE) | 3.75% | 4.52% | 4.89% | 5.91% | 6.92% | 3.32% | 4.04% | 4.02% | 3.37% | 5.66% | 3.64% | 4.35% |
Frequently Asked Questions
APJX.DE and ISPA.DE have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, APJX.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
APJX.DE is cheaper with a 0.20% expense ratio, compared with 0.46% for ISPA.DE.
APJX.DE is categorized as Asia Pacific Equities, while ISPA.DE is Global Equities. APJX.DE tracks MSCI Pacific ex Japan ESG Enhanced Focus, while ISPA.DE tracks STOXX® Global Select Dividend 100 index. Their fees differ too: 0.20% for APJX.DE and 0.46% for ISPA.DE.
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