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CJP.NEO vs. JAPN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CJP.NEO vs. JAPN - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in iShares Japan Fundamental Index ETF (CAD-Hedged) (CJP.NEO) and Horizon Kinetics Japan Owner Operator ETF (JAPN). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

CJP.NEO is traded in CAD, while JAPN is traded in USD. To make them comparable, the JAPN values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, CJP.NEO achieves a 19.29% return, which is significantly higher than JAPN's -12.23% return.


CJP.NEO

1D
0.46%
1M
9.32%
YTD
19.29%
6M
23.23%
1Y
51.21%
3Y*
30.24%
5Y*
22.91%
10Y*
16.15%

JAPN

1D
-1.34%
1M
-1.05%
YTD
-12.23%
6M
-13.35%
1Y
-15.64%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CJP.NEO vs. JAPN - Yearly Performance Comparison


Correlation

The correlation between CJP.NEO and JAPN is 0.46, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.46

Correlation (All Time)
Calculated using the full available price history since May 14, 2025

0.46

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Return for Risk

CJP.NEO vs. JAPN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CJP.NEO
CJP.NEO Risk / Return Rank: 8686
Overall Rank
CJP.NEO Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
CJP.NEO Sortino Ratio Rank: 8585
Sortino Ratio Rank
CJP.NEO Omega Ratio Rank: 8686
Omega Ratio Rank
CJP.NEO Calmar Ratio Rank: 8585
Calmar Ratio Rank
CJP.NEO Martin Ratio Rank: 8585
Martin Ratio Rank

JAPN
JAPN Risk / Return Rank: 22
Overall Rank
JAPN Sharpe Ratio Rank: 22
Sharpe Ratio Rank
JAPN Sortino Ratio Rank: 33
Sortino Ratio Rank
JAPN Omega Ratio Rank: 22
Omega Ratio Rank
JAPN Calmar Ratio Rank: 33
Calmar Ratio Rank
JAPN Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CJP.NEO vs. JAPN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Japan Fundamental Index ETF (CAD-Hedged) (CJP.NEO) and Horizon Kinetics Japan Owner Operator ETF (JAPN). 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.


CJP.NEOJAPNDifference
Sharpe ratioReturn per unit of total volatility

+3.75

Sortino ratioReturn per unit of downside risk

+4.95

Omega ratioGain probability vs. loss probability

1.53

0.87

+0.67

Calmar ratioReturn relative to maximum drawdown

4.68

-0.67

+5.35

Martin ratioReturn relative to average drawdown

17.78

-1.21

+19.00

CJP.NEO vs. JAPN - Sharpe Ratio Comparison

The current CJP.NEO Sharpe Ratio is 2.89, which is higher than the JAPN Sharpe Ratio of -0.86. The chart below compares the historical Sharpe Ratios of CJP.NEO and JAPN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CJP.NEOJAPNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.89

-0.86

+3.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

-0.56

+1.01

Drawdowns

CJP.NEO vs. JAPN - Drawdown Comparison

The maximum CJP.NEO drawdown since its inception was -38.36%, which is greater than JAPN's maximum drawdown of -23.54%. Use the drawdown chart below to compare losses from any high point for CJP.NEO and JAPN.


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Drawdown Indicators


CJP.NEOJAPNDifference

Max Drawdown

Largest peak-to-trough decline

-38.36%

-23.54%

-14.82%

Max Drawdown (1Y)

Largest decline over 1 year

-10.99%

-23.54%

+12.55%

Max Drawdown (3Y)

Largest decline over 3 years

-20.86%

Max Drawdown (5Y)

Largest decline over 5 years

-20.86%

Max Drawdown (10Y)

Largest decline over 10 years

-37.75%

Current Drawdown

Current decline from peak

0.00%

-22.64%

+22.64%

Average Drawdown

Average peak-to-trough decline

-11.17%

-9.60%

-1.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.90%

12.92%

-10.02%

Volatility

CJP.NEO vs. JAPN - Volatility Comparison

The current volatility for iShares Japan Fundamental Index ETF (CAD-Hedged) (CJP.NEO) is 3.09%, while Horizon Kinetics Japan Owner Operator ETF (JAPN) has a volatility of 4.28%. This indicates that CJP.NEO experiences smaller price fluctuations and is considered to be less risky than JAPN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CJP.NEOJAPNDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.09%

4.28%

-1.19%

Volatility (6M)

Calculated over the trailing 6-month period

12.95%

15.04%

-2.09%

Volatility (1Y)

Calculated over the trailing 1-year period

17.80%

18.34%

-0.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.27%

18.91%

-0.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.61%

18.91%

+0.70%

CJP.NEO vs. JAPN - Expense Ratio Comparison

CJP.NEO has a 0.71% expense ratio, which is lower than JAPN's 0.85% expense ratio.


Dividends

CJP.NEO vs. JAPN - Dividend Comparison

CJP.NEO's dividend yield for the trailing twelve months is around 1.24%, more than JAPN's 0.28% yield.


PositionTTM20252024202320222021202020192018201720162015
CJP.NEO
iShares Japan Fundamental Index ETF (CAD-Hedged)
1.24%1.48%1.71%1.24%1.96%1.56%1.97%2.42%2.38%1.48%0.97%0.84%
JAPN
Horizon Kinetics Japan Owner Operator ETF
0.28%0.24%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


CJP.NEO and JAPN have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CJP.NEO is cheaper at 0.71% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CJP.NEO is cheaper with a 0.71% expense ratio, compared with 0.85% for JAPN.

They also come from different issuers: iShares and Horizon. Their fees differ too: 0.71% for CJP.NEO and 0.85% for JAPN.

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