PortfoliosLab logoPortfoliosLab logo
EDMJ.DE vs. ETLR.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EDMJ.DE vs. ETLR.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI Japan ESG Enhanced UCITS ETF USD Acc (EDMJ.DE) and L&G Japan Equity UCITS ETF (ETLR.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, EDMJ.DE achieves a 16.26% return, which is significantly higher than ETLR.DE's 15.36% return.


EDMJ.DE

1D
-0.37%
1M
5.26%
YTD
16.26%
6M
16.64%
1Y
31.02%
3Y*
14.20%
5Y*
9.20%
10Y*

ETLR.DE

1D
-0.30%
1M
5.92%
YTD
15.36%
6M
15.53%
1Y
28.58%
3Y*
15.30%
5Y*
9.93%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EDMJ.DE vs. ETLR.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
EDMJ.DE
iShares MSCI Japan ESG Enhanced UCITS ETF USD Acc
16.26%12.89%10.91%15.92%-13.20%9.60%5.87%12.14%
ETLR.DE
L&G Japan Equity UCITS ETF
15.36%12.36%14.84%16.06%-11.99%10.00%5.41%10.11%

Correlation

The correlation between EDMJ.DE and ETLR.DE is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


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

0.96

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

0.97

Correlation (5Y)
Calculated over the trailing 5-year period

0.98

Correlation (All Time)
Calculated using the full available price history since Apr 23, 2019

0.97

The correlation between EDMJ.DE and ETLR.DE has been stable across timeframes, ranging from 0.96 to 0.98 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

EDMJ.DE vs. ETLR.DE — Risk / Return Rank

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

EDMJ.DE
EDMJ.DE Risk / Return Rank: 5353
Overall Rank
EDMJ.DE Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
EDMJ.DE Sortino Ratio Rank: 5353
Sortino Ratio Rank
EDMJ.DE Omega Ratio Rank: 5050
Omega Ratio Rank
EDMJ.DE Calmar Ratio Rank: 6060
Calmar Ratio Rank
EDMJ.DE Martin Ratio Rank: 5757
Martin Ratio Rank

ETLR.DE
ETLR.DE Risk / Return Rank: 5050
Overall Rank
ETLR.DE Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
ETLR.DE Sortino Ratio Rank: 4949
Sortino Ratio Rank
ETLR.DE Omega Ratio Rank: 4848
Omega Ratio Rank
ETLR.DE Calmar Ratio Rank: 5656
Calmar Ratio Rank
ETLR.DE Martin Ratio Rank: 5353
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.

EDMJ.DE vs. ETLR.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan ESG Enhanced UCITS ETF USD Acc (EDMJ.DE) and L&G Japan Equity UCITS ETF (ETLR.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.


EDMJ.DEETLR.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.05

Sortino ratioReturn per unit of downside risk

+0.11

Omega ratioGain probability vs. loss probability

1.31

1.30

+0.01

Calmar ratioReturn relative to maximum drawdown

2.92

2.74

+0.18

Martin ratioReturn relative to average drawdown

9.83

8.92

+0.91

EDMJ.DE vs. ETLR.DE - Sharpe Ratio Comparison

The current EDMJ.DE Sharpe Ratio is 1.61, which is comparable to the ETLR.DE Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of EDMJ.DE and ETLR.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


EDMJ.DEETLR.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.61

1.56

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.60

-0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.61

-0.07

Drawdowns

EDMJ.DE vs. ETLR.DE - Drawdown Comparison

The maximum EDMJ.DE drawdown since its inception was -27.95%, roughly equal to the maximum ETLR.DE drawdown of -27.67%. Use the drawdown chart below to compare losses from any high point for EDMJ.DE and ETLR.DE.


Loading charts...

Drawdown Indicators


EDMJ.DEETLR.DEDifference

Max Drawdown

Largest peak-to-trough decline

-27.95%

-27.67%

-0.28%

Max Drawdown (1Y)

Largest decline over 1 year

-10.59%

-10.40%

-0.19%

Max Drawdown (3Y)

Largest decline over 3 years

-16.82%

-16.42%

-0.40%

Max Drawdown (5Y)

Largest decline over 5 years

-19.81%

-18.73%

-1.08%

Current Drawdown

Current decline from peak

-0.37%

-0.30%

-0.07%

Average Drawdown

Average peak-to-trough decline

-6.13%

-5.44%

-0.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.15%

3.20%

-0.05%

Volatility

EDMJ.DE vs. ETLR.DE - Volatility Comparison

iShares MSCI Japan ESG Enhanced UCITS ETF USD Acc (EDMJ.DE) has a higher volatility of 3.60% compared to L&G Japan Equity UCITS ETF (ETLR.DE) at 3.19%. This indicates that EDMJ.DE's price experiences larger fluctuations and is considered to be riskier than ETLR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


EDMJ.DEETLR.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.60%

3.19%

+0.41%

Volatility (6M)

Calculated over the trailing 6-month period

15.23%

14.63%

+0.60%

Volatility (1Y)

Calculated over the trailing 1-year period

19.21%

18.30%

+0.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.61%

16.32%

+0.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.52%

16.84%

+0.68%

EDMJ.DE vs. ETLR.DE - Expense Ratio Comparison

EDMJ.DE has a 0.15% expense ratio, which is higher than ETLR.DE's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

EDMJ.DE vs. ETLR.DE - Dividend Comparison

Neither EDMJ.DE nor ETLR.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


With a correlation of 0.96, EDMJ.DE and ETLR.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, ETLR.DE is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ETLR.DE is cheaper with a 0.10% expense ratio, compared with 0.15% for EDMJ.DE.

EDMJ.DE tracks MSCI Japan ESG Enhanced Focus, while ETLR.DE tracks Solactive Core Japan Large & Mid Cap. They also come from different issuers: iShares and Legal & General. Their fees differ too: 0.15% for EDMJ.DE and 0.10% for ETLR.DE.

Portfolio Optimizer

Find the right allocation for EDMJ.DE and ETLR.DE

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer