DJSC.AS vs. INCO
DJSC.AS (iShares EURO STOXX Small UCITS ETF) and INCO (Columbia India Consumer ETF) are both exchange-traded funds - DJSC.AS is a Europe Equities fund tracking the MSCI EMU SMID NR EUR, while INCO is a Asia Pacific Equities fund tracking the Indxx India Consumer Index. Both are passively managed. Over the past 10 years, DJSC.AS returned 8.71%/yr vs 7.96%/yr for INCO. At a 0.30 correlation, their price movements are largely independent. DJSC.AS charges 0.40%/yr vs 0.75%/yr for INCO.
Performance
DJSC.AS vs. INCO - Performance Comparison
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Different Trading Currencies
DJSC.AS is traded in EUR, while INCO is traded in USD. To make them comparable, the INCO values have been converted to EUR using the latest available exchange rates.
Returns By Period
In the year-to-date period, DJSC.AS achieves a 9.46% return, which is significantly higher than INCO's -11.22% return. Over the past 10 years, DJSC.AS has outperformed INCO with an annualized return of 8.71%, while INCO has yielded a comparatively lower 7.96% annualized return.
DJSC.AS
- 1D
- -0.48%
- 1M
- 4.65%
- YTD
- 9.46%
- 6M
- 12.92%
- 1Y
- 19.20%
- 3Y*
- 10.86%
- 5Y*
- 5.18%
- 10Y*
- 8.71%
INCO
- 1D
- -1.35%
- 1M
- -1.64%
- YTD
- -11.22%
- 6M
- -10.16%
- 1Y
- -12.79%
- 3Y*
- 3.54%
- 5Y*
- 6.55%
- 10Y*
- 7.96%
DJSC.AS vs. INCO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DJSC.AS iShares EURO STOXX Small UCITS ETF | 9.46% | 21.43% | -2.89% | 12.25% | -14.19% | 21.56% | 8.54% | 25.52% | -12.83% | 22.19% |
INCO Columbia India Consumer ETF | -11.22% | -11.35% | 20.14% | 30.59% | -1.25% | 28.21% | 5.10% | -2.05% | -6.62% | 34.44% |
Correlation
The correlation between DJSC.AS and INCO is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Aug 11, 2011 | 0.30 |
The correlation between DJSC.AS and INCO shifts across timeframes, from 0.21 (3 years) to 0.34 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
DJSC.AS vs. INCO — Risk / Return Rank
DJSC.AS
INCO
DJSC.AS vs. INCO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares EURO STOXX Small UCITS ETF (DJSC.AS) and Columbia India Consumer ETF (INCO). 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.
| DJSC.AS | INCO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.13 | ||
| Sortino ratioReturn per unit of downside risk | +3.03 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 0.88 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 1.64 | -0.63 | +2.27 |
| Martin ratioReturn relative to average drawdown | 6.32 | -1.47 | +7.79 |
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
| DJSC.AS | INCO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | -0.77 | +2.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.40 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.39 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.48 | -0.11 |
Drawdowns
DJSC.AS vs. INCO - Drawdown Comparison
The maximum DJSC.AS drawdown since its inception was -63.04%, which is greater than INCO's maximum drawdown of -41.59%. Use the drawdown chart below to compare losses from any high point for DJSC.AS and INCO.
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Drawdown Indicators
| DJSC.AS | INCO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.04% | -41.59% | -21.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.56% | -20.33% | +8.77% |
Max Drawdown (3Y)Largest decline over 3 years | -16.05% | -32.12% | +16.07% |
Max Drawdown (5Y)Largest decline over 5 years | -28.17% | -32.12% | +3.95% |
Max Drawdown (10Y)Largest decline over 10 years | -35.90% | -41.59% | +5.69% |
Current DrawdownCurrent decline from peak | -1.09% | -28.47% | +27.38% |
Average DrawdownAverage peak-to-trough decline | -13.33% | -10.01% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 8.70% | -5.69% |
Volatility
DJSC.AS vs. INCO - Volatility Comparison
The current volatility for iShares EURO STOXX Small UCITS ETF (DJSC.AS) is 4.38%, while Columbia India Consumer ETF (INCO) has a volatility of 5.42%. This indicates that DJSC.AS experiences smaller price fluctuations and is considered to be less risky than INCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DJSC.AS | INCO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 5.42% | -1.04% |
Volatility (6M)Calculated over the trailing 6-month period | 11.74% | 14.02% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.87% | 16.74% | -2.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.21% | 16.64% | -0.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.35% | 20.31% | -3.96% |
DJSC.AS vs. INCO - Expense Ratio Comparison
DJSC.AS has a 0.40% expense ratio, which is lower than INCO's 0.75% expense ratio.
Dividends
DJSC.AS vs. INCO - Dividend Comparison
DJSC.AS's dividend yield for the trailing twelve months is around 2.40%, while INCO has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DJSC.AS iShares EURO STOXX Small UCITS ETF | 2.40% | 3.00% | 2.66% | 2.24% | 2.22% | 1.48% | 1.20% | 2.01% | 2.48% | 1.81% | 2.10% | 2.12% |
INCO Columbia India Consumer ETF | 0.00% | 0.00% | 2.88% | 3.81% | 10.57% | 6.25% | 0.34% | 0.28% | 0.12% | 0.05% | 0.09% | 0.00% |
Frequently Asked Questions
DJSC.AS and INCO have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DJSC.AS is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DJSC.AS is cheaper with a 0.40% expense ratio, compared with 0.75% for INCO.
DJSC.AS is categorized as Europe Equities, while INCO is Asia Pacific Equities. DJSC.AS tracks MSCI EMU SMID NR EUR, while INCO tracks Indxx India Consumer Index. They also come from different issuers: iShares and Ameriprise Financial. Their fees differ too: 0.40% for DJSC.AS and 0.75% for INCO.
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