AW15.DE vs. IUS4.DE
AW15.DE (UBS ETF (IE) MSCI Japan Climate Paris Aligned UCITS ETF (JPY) Acc) and IUS4.DE (iShares MSCI Japan Small Cap UCITS ETF (Dist)) are both Japan Equities funds - AW15.DE tracks the MSCI Japan Climate Paris Aligned while IUS4.DE tracks the MSCI Japan Small Cap. Both are passively managed. Over the past 5 years, AW15.DE returned 3.15%/yr vs 8.34%/yr for IUS4.DE. Their correlation of 0.80 suggests significant overlap in exposure. AW15.DE charges 0.12%/yr vs 0.58%/yr for IUS4.DE.
Performance
AW15.DE vs. IUS4.DE - Performance Comparison
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Returns By Period
In the year-to-date period, AW15.DE achieves a 8.65% return, which is significantly lower than IUS4.DE's 14.74% return.
AW15.DE
- 1D
- -1.40%
- 1M
- 0.24%
- YTD
- 8.65%
- 6M
- 7.80%
- 1Y
- 22.36%
- 3Y*
- 6.95%
- 5Y*
- 3.15%
- 10Y*
- —
IUS4.DE
- 1D
- 0.43%
- 1M
- 4.46%
- YTD
- 14.74%
- 6M
- 15.83%
- 1Y
- 27.46%
- 3Y*
- 14.63%
- 5Y*
- 8.34%
- 10Y*
- 7.46%
AW15.DE vs. IUS4.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AW15.DE UBS ETF (IE) MSCI Japan Climate Paris Aligned UCITS ETF (JPY) Acc | 8.65% | 10.45% | 2.67% | 12.34% | -19.88% | 2.52% |
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 14.74% | 15.96% | 9.46% | 9.42% | -7.69% | -2.36% |
Correlation
The correlation between AW15.DE and IUS4.DE is 0.68, 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 | 0.68 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Apr 1, 2021 | 0.80 |
The correlation between AW15.DE and IUS4.DE shifts across timeframes, from 0.68 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AW15.DE vs. IUS4.DE — Risk / Return Rank
AW15.DE
IUS4.DE
AW15.DE vs. IUS4.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS ETF (IE) MSCI Japan Climate Paris Aligned UCITS ETF (JPY) Acc (AW15.DE) and iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.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.
| AW15.DE | IUS4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.58 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.31 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 1.87 | 2.67 | -0.80 |
| Martin ratioReturn relative to average drawdown | 6.07 | 9.26 | -3.20 |
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
| AW15.DE | IUS4.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.69 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.55 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.15 | 0.56 | -0.41 |
Drawdowns
AW15.DE vs. IUS4.DE - Drawdown Comparison
The maximum AW15.DE drawdown since its inception was -27.14%, smaller than the maximum IUS4.DE drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for AW15.DE and IUS4.DE.
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Drawdown Indicators
| AW15.DE | IUS4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.14% | -32.63% | +5.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -10.12% | -1.36% |
Max Drawdown (3Y)Largest decline over 3 years | -17.61% | -12.92% | -4.69% |
Max Drawdown (5Y)Largest decline over 5 years | -27.14% | -21.47% | -5.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.63% | — |
Current DrawdownCurrent decline from peak | -1.40% | -0.73% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -12.19% | -6.41% | -5.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 2.92% | +0.63% |
Volatility
AW15.DE vs. IUS4.DE - Volatility Comparison
UBS ETF (IE) MSCI Japan Climate Paris Aligned UCITS ETF (JPY) Acc (AW15.DE) has a higher volatility of 4.43% compared to iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) at 3.47%. This indicates that AW15.DE's price experiences larger fluctuations and is considered to be riskier than IUS4.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AW15.DE | IUS4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 3.47% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 15.05% | 13.58% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.33% | 15.94% | +3.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.47% | 14.91% | +1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 15.94% | +0.48% |
AW15.DE vs. IUS4.DE - Expense Ratio Comparison
AW15.DE has a 0.12% expense ratio, which is lower than IUS4.DE's 0.58% expense ratio.
Dividends
AW15.DE vs. IUS4.DE - Dividend Comparison
AW15.DE has not paid dividends to shareholders, while IUS4.DE's dividend yield for the trailing twelve months is around 0.87%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AW15.DE UBS ETF (IE) MSCI Japan Climate Paris Aligned UCITS ETF (JPY) 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% |
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 0.87% | 1.88% | 1.70% | 1.77% | 2.10% | 1.47% | 1.60% | 1.45% | 1.41% | 1.31% | 1.15% | 0.70% |
Frequently Asked Questions
AW15.DE and IUS4.DE have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AW15.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AW15.DE is cheaper with a 0.12% expense ratio, compared with 0.58% for IUS4.DE.
AW15.DE tracks MSCI Japan Climate Paris Aligned, while IUS4.DE tracks MSCI Japan Small Cap. They also come from different issuers: UBS and iShares. Their fees differ too: 0.12% for AW15.DE and 0.58% for IUS4.DE.
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