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EDG2.L vs. PAJS.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EDG2.L vs. PAJS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) (EDG2.L) and Invesco MSCI Japan ESG Climate Paris Aligned UCITS ETF Acc (PAJS.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

EDG2.L is traded in GBP, while PAJS.L is traded in GBp. To make them comparable, the PAJS.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, EDG2.L achieves a 25.10% return, which is significantly higher than PAJS.L's 7.24% return.


EDG2.L

1D
-1.36%
1M
6.61%
YTD
25.10%
6M
26.84%
1Y
51.62%
3Y*
20.29%
5Y*
7.75%
10Y*

PAJS.L

1D
-0.95%
1M
3.55%
YTD
7.24%
6M
5.00%
1Y
19.35%
3Y*
6.52%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EDG2.L vs. PAJS.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021
EDG2.L
iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc)
25.10%26.14%8.61%2.17%-12.40%-3.09%
PAJS.L
Invesco MSCI Japan ESG Climate Paris Aligned UCITS ETF Acc
7.24%13.24%0.76%8.67%-14.19%-3.23%

Correlation

The correlation between EDG2.L and PAJS.L is 0.52, 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

0.52

Correlation (3Y)
Calculated over the trailing 3-year period

0.46

Correlation (All Time)
Calculated using the full available price history since Dec 10, 2021

0.48

The correlation between EDG2.L and PAJS.L has been stable across timeframes, ranging from 0.46 to 0.52 - a consistent structural relationship.

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Return for Risk

EDG2.L vs. PAJS.L — Risk / Return Rank

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

EDG2.L
EDG2.L Risk / Return Rank: 8686
Overall Rank
EDG2.L Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
EDG2.L Sortino Ratio Rank: 8787
Sortino Ratio Rank
EDG2.L Omega Ratio Rank: 8989
Omega Ratio Rank
EDG2.L Calmar Ratio Rank: 8484
Calmar Ratio Rank
EDG2.L Martin Ratio Rank: 8282
Martin Ratio Rank

PAJS.L
PAJS.L Risk / Return Rank: 3232
Overall Rank
PAJS.L Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
PAJS.L Sortino Ratio Rank: 3232
Sortino Ratio Rank
PAJS.L Omega Ratio Rank: 3131
Omega Ratio Rank
PAJS.L Calmar Ratio Rank: 3333
Calmar Ratio Rank
PAJS.L Martin Ratio Rank: 3434
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.

EDG2.L vs. PAJS.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) (EDG2.L) and Invesco MSCI Japan ESG Climate Paris Aligned UCITS ETF Acc (PAJS.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.


EDG2.LPAJS.LDifference
Sharpe ratioReturn per unit of total volatility

+1.93

Sortino ratioReturn per unit of downside risk

+2.22

Omega ratioGain probability vs. loss probability

1.56

1.20

+0.35

Calmar ratioReturn relative to maximum drawdown

4.54

1.62

+2.92

Martin ratioReturn relative to average drawdown

15.95

5.02

+10.93

EDG2.L vs. PAJS.L - Sharpe Ratio Comparison

The current EDG2.L Sharpe Ratio is 3.00, which is higher than the PAJS.L Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of EDG2.L and PAJS.L, 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


EDG2.LPAJS.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.00

1.07

+1.93

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.52

0.10

+0.42

Drawdowns

EDG2.L vs. PAJS.L - Drawdown Comparison

The maximum EDG2.L drawdown since its inception was -28.22%, smaller than the maximum PAJS.L drawdown of -29.71%. Use the drawdown chart below to compare losses from any high point for EDG2.L and PAJS.L.


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Drawdown Indicators


EDG2.LPAJS.LDifference

Max Drawdown

Largest peak-to-trough decline

-28.22%

-29.71%

+1.49%

Max Drawdown (1Y)

Largest decline over 1 year

-11.31%

-11.92%

+0.61%

Max Drawdown (3Y)

Largest decline over 3 years

-15.35%

-29.71%

+14.36%

Max Drawdown (5Y)

Largest decline over 5 years

-25.03%

Current Drawdown

Current decline from peak

-2.52%

-7.43%

+4.91%

Average Drawdown

Average peak-to-trough decline

-12.12%

-16.45%

+4.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.23%

3.84%

-0.61%

Volatility

EDG2.L vs. PAJS.L - Volatility Comparison

iShares MSCI EM ESG Enhanced UCITS ETF USD (Acc) (EDG2.L) has a higher volatility of 7.51% compared to Invesco MSCI Japan ESG Climate Paris Aligned UCITS ETF Acc (PAJS.L) at 4.40%. This indicates that EDG2.L's price experiences larger fluctuations and is considered to be riskier than PAJS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EDG2.LPAJS.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.51%

4.40%

+3.11%

Volatility (6M)

Calculated over the trailing 6-month period

14.69%

14.33%

+0.36%

Volatility (1Y)

Calculated over the trailing 1-year period

17.13%

18.01%

-0.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.14%

22.26%

-6.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.91%

22.26%

-4.35%

EDG2.L vs. PAJS.L - Expense Ratio Comparison

EDG2.L has a 0.18% expense ratio, which is lower than PAJS.L's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

EDG2.L vs. PAJS.L - Dividend Comparison

Neither EDG2.L nor PAJS.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


EDG2.L and PAJS.L have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EDG2.L is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EDG2.L is cheaper with a 0.18% expense ratio, compared with 0.19% for PAJS.L.

EDG2.L is categorized as Emerging Markets Equities, while PAJS.L is Japan Equities. EDG2.L tracks MSCI EM NR USD, while PAJS.L tracks TOPIX TR JPY. They also come from different issuers: iShares and Invesco. Their fees differ too: 0.18% for EDG2.L and 0.19% for PAJS.L.

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