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EMNJ.DE vs. IUS4.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EMNJ.DE vs. IUS4.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Dist) (EMNJ.DE) and iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, EMNJ.DE achieves a 19.97% return, which is significantly higher than IUS4.DE's 18.57% return.


EMNJ.DE

1D
-0.76%
1M
1.81%
6M
13.73%
YTD
19.97%
1Y
39.88%
3Y*
16.68%
5Y*
9.72%
10Y*

IUS4.DE

1D
-0.77%
1M
2.81%
6M
13.89%
YTD
18.57%
1Y
33.19%
3Y*
16.91%
5Y*
8.56%
10Y*
7.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EMNJ.DE vs. IUS4.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
EMNJ.DE
iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Dist)
19.97%12.87%10.79%16.08%-13.34%9.71%5.81%3.88%
IUS4.DE
iShares MSCI Japan Small Cap UCITS ETF (Dist)
18.57%15.97%9.46%9.42%-7.68%5.35%-2.08%12.34%

Correlation

The correlation between EMNJ.DE and IUS4.DE is 0.79, 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

0.79

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

0.83

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

0.86

Correlation (All Time)
Calculated using the full available price history since Mar 8, 2019

0.87

The correlation between EMNJ.DE and IUS4.DE has been stable across timeframes, ranging from 0.79 to 0.87 - a consistent structural relationship.

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Return for Risk

EMNJ.DE vs. IUS4.DE — Risk / Return Rank

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

EMNJ.DE
EMNJ.DE Risk / Return Rank: 7979
Overall Rank
EMNJ.DE Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
EMNJ.DE Sortino Ratio Rank: 7878
Sortino Ratio Rank
EMNJ.DE Omega Ratio Rank: 7676
Omega Ratio Rank
EMNJ.DE Calmar Ratio Rank: 8585
Calmar Ratio Rank
EMNJ.DE Martin Ratio Rank: 8181
Martin Ratio Rank

IUS4.DE
IUS4.DE Risk / Return Rank: 7878
Overall Rank
IUS4.DE Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
IUS4.DE Sortino Ratio Rank: 8080
Sortino Ratio Rank
IUS4.DE Omega Ratio Rank: 7676
Omega Ratio Rank
IUS4.DE Calmar Ratio Rank: 7878
Calmar Ratio Rank
IUS4.DE Martin Ratio Rank: 7676
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.

EMNJ.DE vs. IUS4.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Dist) (EMNJ.DE) and iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.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.


EMNJ.DEIUS4.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.06

Sortino ratioReturn per unit of downside risk

-0.03

Omega ratioGain probability vs. loss probability

1.36

1.35

0.00

Calmar ratioReturn relative to maximum drawdown

3.71

3.27

+0.44

Martin ratioReturn relative to average drawdown

12.48

11.26

+1.23

EMNJ.DE vs. IUS4.DE - Sharpe Ratio Comparison

The current EMNJ.DE Sharpe Ratio is 1.94, which is comparable to the IUS4.DE Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of EMNJ.DE and IUS4.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.


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Drawdowns

EMNJ.DE vs. IUS4.DE - Drawdown Comparison

The maximum EMNJ.DE drawdown since its inception was -28.10%, smaller than the maximum IUS4.DE drawdown of -51.61%. Use the drawdown chart below to compare losses from any high point for EMNJ.DE and IUS4.DE.


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Drawdown Indicators


EMNJ.DEIUS4.DEDifference

Max Drawdown

Largest peak-to-trough decline

-28.10%

-51.61%

+23.51%

Max Drawdown (1Y)

Largest decline over 1 year

-10.70%

-10.11%

-0.59%

Max Drawdown (3Y)

Largest decline over 3 years

-16.91%

-12.92%

-3.99%

Max Drawdown (5Y)

Largest decline over 5 years

-19.91%

-21.46%

+1.55%

Max Drawdown (10Y)

Largest decline over 10 years

-32.62%

Current Drawdown

Current decline from peak

-2.74%

-2.30%

-0.44%

Average Drawdown

Average peak-to-trough decline

-6.57%

-15.02%

+8.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.19%

2.94%

+0.25%

Volatility

EMNJ.DE vs. IUS4.DE - Volatility Comparison

iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Dist) (EMNJ.DE) has a higher volatility of 6.67% compared to iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) at 4.62%. This indicates that EMNJ.DE's price experiences larger fluctuations and is considered to be riskier than IUS4.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EMNJ.DEIUS4.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.67%

4.62%

+2.05%

Volatility (6M)

Calculated over the trailing 6-month period

16.64%

14.05%

+2.59%

Volatility (1Y)

Calculated over the trailing 1-year period

20.49%

16.56%

+3.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.02%

14.97%

+2.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.26%

15.94%

+2.32%

EMNJ.DE vs. IUS4.DE - Expense Ratio Comparison

EMNJ.DE has a 0.15% expense ratio, which is lower than IUS4.DE's 0.58% expense ratio.


Dividends

EMNJ.DE vs. IUS4.DE - Dividend Comparison

EMNJ.DE's dividend yield for the trailing twelve months is around 1.42%, more than IUS4.DE's 0.85% yield.


PositionTTM20252024202320222021202020192018201720162015
EMNJ.DE
iShares MSCI Japan CTB Enhanced ESG UCITS ETF USD (Dist)
1.42%1.58%1.80%1.75%2.16%1.66%1.63%1.72%0.00%0.00%0.00%0.00%
IUS4.DE
iShares MSCI Japan Small Cap UCITS ETF (Dist)
0.85%1.88%1.70%1.77%2.10%1.47%1.60%1.45%1.41%1.31%1.15%0.70%

Frequently Asked Questions


EMNJ.DE and IUS4.DE have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, EMNJ.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EMNJ.DE is cheaper with a 0.15% expense ratio, compared with 0.58% for IUS4.DE.

EMNJ.DE tracks MSCI Japan ESG Enhanced Focus CTB Index, while IUS4.DE tracks MSCI Japan Small Cap. Their fees differ too: 0.15% for EMNJ.DE and 0.58% for IUS4.DE.

Portfolio Optimizer

Find the right allocation for EMNJ.DE and IUS4.DE

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