PortfoliosLab logoPortfoliosLab logo
EFA vs. XNKY.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EFA vs. XNKY.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI EAFE ETF (EFA) and Xtrackers Nikkei 225 UCITS ETF (XNKY.DE). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

EFA is traded in USD, while XNKY.DE is traded in EUR. To make them comparable, the XNKY.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, EFA achieves a 9.36% return, which is significantly lower than XNKY.DE's 30.80% return.


EFA

1D
0.28%
1M
1.15%
YTD
9.36%
6M
10.80%
1Y
20.34%
3Y*
16.14%
5Y*
8.36%
10Y*
9.84%

XNKY.DE

1D
-1.33%
1M
5.14%
YTD
30.80%
6M
32.37%
1Y
60.28%
3Y*
24.12%
5Y*
11.38%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EFA vs. XNKY.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
EFA
iShares MSCI EAFE ETF
9.36%31.55%3.49%18.36%-14.39%11.45%20.00%
XNKY.DE
Xtrackers Nikkei 225 UCITS ETF
30.80%31.13%7.80%21.76%-20.02%-4.98%19.91%

Correlation

The correlation between EFA and XNKY.DE is 0.64, 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

0.64

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

0.62

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

0.65

Correlation (All Time)
Calculated using the full available price history since Nov 2, 2020

0.65

The correlation between EFA and XNKY.DE has been stable across timeframes, ranging from 0.62 to 0.65 - 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

EFA vs. XNKY.DE — Risk / Return Rank

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

EFA
EFA Risk / Return Rank: 4242
Overall Rank
EFA Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
EFA Sortino Ratio Rank: 4242
Sortino Ratio Rank
EFA Omega Ratio Rank: 4141
Omega Ratio Rank
EFA Calmar Ratio Rank: 4040
Calmar Ratio Rank
EFA Martin Ratio Rank: 4646
Martin Ratio Rank

XNKY.DE
XNKY.DE Risk / Return Rank: 7979
Overall Rank
XNKY.DE Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
XNKY.DE Sortino Ratio Rank: 8282
Sortino Ratio Rank
XNKY.DE Omega Ratio Rank: 7272
Omega Ratio Rank
XNKY.DE Calmar Ratio Rank: 8585
Calmar Ratio Rank
XNKY.DE Martin Ratio Rank: 7474
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.

EFA vs. XNKY.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EAFE ETF (EFA) and Xtrackers Nikkei 225 UCITS ETF (XNKY.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


EFAXNKY.DEDifference
Sharpe ratioReturn per unit of total volatility

-1.18

Sortino ratioReturn per unit of downside risk

-1.62

Omega ratioGain probability vs. loss probability

1.24

1.42

-0.18

Calmar ratioReturn relative to maximum drawdown

1.79

4.10

-2.31

Martin ratioReturn relative to average drawdown

6.67

13.45

-6.78

EFA vs. XNKY.DE - Sharpe Ratio Comparison

The current EFA Sharpe Ratio is 1.31, which is lower than the XNKY.DE Sharpe Ratio of 2.49. The chart below compares the historical Sharpe Ratios of EFA and XNKY.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...

Drawdowns

EFA vs. XNKY.DE - Drawdown Comparison

The maximum EFA drawdown since its inception was -61.04%, which is greater than XNKY.DE's maximum drawdown of -35.76%. Use the drawdown chart below to compare losses from any high point for EFA and XNKY.DE.


Loading charts...

Drawdown Indicators


EFAXNKY.DEDifference

Max Drawdown

Largest peak-to-trough decline

-61.04%

-35.76%

-25.28%

Max Drawdown (1Y)

Largest decline over 1 year

-11.42%

-15.19%

+3.77%

Max Drawdown (3Y)

Largest decline over 3 years

-14.05%

-18.89%

+4.84%

Max Drawdown (5Y)

Largest decline over 5 years

-29.53%

-33.88%

+4.35%

Max Drawdown (10Y)

Largest decline over 10 years

-34.19%

Current Drawdown

Current decline from peak

-0.61%

-1.33%

+0.72%

Average Drawdown

Average peak-to-trough decline

-11.92%

-12.30%

+0.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.07%

4.64%

-1.57%

Volatility

EFA vs. XNKY.DE - Volatility Comparison

The current volatility for iShares MSCI EAFE ETF (EFA) is 5.50%, while Xtrackers Nikkei 225 UCITS ETF (XNKY.DE) has a volatility of 6.98%. This indicates that EFA experiences smaller price fluctuations and is considered to be less risky than XNKY.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


EFAXNKY.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.50%

6.98%

-1.48%

Volatility (6M)

Calculated over the trailing 6-month period

13.19%

19.80%

-6.61%

Volatility (1Y)

Calculated over the trailing 1-year period

15.64%

25.01%

-9.37%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.58%

20.03%

-3.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.27%

19.90%

-2.63%

EFA vs. XNKY.DE - Expense Ratio Comparison

EFA has a 0.32% expense ratio, which is higher than XNKY.DE's 0.09% expense ratio.


Dividends

EFA vs. XNKY.DE - Dividend Comparison

EFA's dividend yield for the trailing twelve months is around 3.09%, while XNKY.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EFA
iShares MSCI EAFE ETF
3.09%3.38%3.24%2.98%2.69%3.33%2.13%3.10%3.39%2.57%3.07%2.76%
XNKY.DE
Xtrackers Nikkei 225 UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EFA and XNKY.DE have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XNKY.DE is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XNKY.DE is cheaper with a 0.09% expense ratio, compared with 0.32% for EFA.

EFA is categorized as Foreign Large Cap Equities, while XNKY.DE is Japan Equities. EFA tracks MSCI EAFE Index (Net), while XNKY.DE tracks Nikkei 225®. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.32% for EFA and 0.09% for XNKY.DE.

Portfolio Optimizer

Find the right allocation for EFA and XNKY.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