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ESGJ.L vs. IDFF.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ESGJ.L vs. IDFF.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Markets II PLC - Invesco MSCI Japan Universal Screened UCITS ETF (ESGJ.L) and iShares MSCI AC Far East ex-Japan UCITS ETF (IDFF.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ESGJ.L achieves a 17.08% return, which is significantly lower than IDFF.L's 26.95% return.


ESGJ.L

1D
1.13%
1M
0.75%
6M
10.77%
YTD
17.08%
1Y
37.54%
3Y*
19.65%
5Y*
9.49%
10Y*

IDFF.L

1D
-1.70%
1M
-8.33%
6M
18.87%
YTD
26.95%
1Y
48.14%
3Y*
24.00%
5Y*
7.12%
10Y*
9.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ESGJ.L vs. IDFF.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ESGJ.L
Invesco Markets II PLC - Invesco MSCI Japan Universal Screened UCITS ETF
17.08%27.11%8.02%19.45%-17.71%-1.77%
IDFF.L
iShares MSCI AC Far East ex-Japan UCITS ETF
26.95%39.49%12.16%1.47%-21.79%-11.25%

Correlation

The correlation between ESGJ.L and IDFF.L is 0.62, 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

0.62

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

0.54

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

0.55

Correlation (All Time)
Calculated using the full available price history since Jan 8, 2021

0.54

The correlation between ESGJ.L and IDFF.L has been stable across timeframes, ranging from 0.54 to 0.62 - a consistent structural relationship.

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Return for Risk

ESGJ.L vs. IDFF.L — Risk / Return Rank

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

ESGJ.L
ESGJ.L Risk / Return Rank: 6666
Overall Rank
ESGJ.L Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
ESGJ.L Sortino Ratio Rank: 6666
Sortino Ratio Rank
ESGJ.L Omega Ratio Rank: 6565
Omega Ratio Rank
ESGJ.L Calmar Ratio Rank: 7070
Calmar Ratio Rank
ESGJ.L Martin Ratio Rank: 6464
Martin Ratio Rank

IDFF.L
IDFF.L Risk / Return Rank: 7676
Overall Rank
IDFF.L Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
IDFF.L Sortino Ratio Rank: 6969
Sortino Ratio Rank
IDFF.L Omega Ratio Rank: 7474
Omega Ratio Rank
IDFF.L Calmar Ratio Rank: 8686
Calmar Ratio Rank
IDFF.L Martin Ratio Rank: 7575
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.

ESGJ.L vs. IDFF.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco Markets II PLC - Invesco MSCI Japan Universal Screened UCITS ETF (ESGJ.L) and iShares MSCI AC Far East ex-Japan UCITS ETF (IDFF.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.

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.


ESGJ.LIDFF.LDifference
Sharpe ratioReturn per unit of total volatility

-0.24

Sortino ratioReturn per unit of downside risk

-0.09

Omega ratioGain probability vs. loss probability

1.31

1.35

-0.04

Calmar ratioReturn relative to maximum drawdown

2.84

3.79

-0.95

Martin ratioReturn relative to average drawdown

9.02

11.11

-2.09

ESGJ.L vs. IDFF.L - Sharpe Ratio Comparison

The current ESGJ.L Sharpe Ratio is 1.70, which is comparable to the IDFF.L Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of ESGJ.L and IDFF.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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Drawdowns

ESGJ.L vs. IDFF.L - Drawdown Comparison

The maximum ESGJ.L drawdown since its inception was -33.20%, smaller than the maximum IDFF.L drawdown of -64.08%. Use the drawdown chart below to compare losses from any high point for ESGJ.L and IDFF.L.


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Drawdown Indicators


ESGJ.LIDFF.LDifference

Max Drawdown

Largest peak-to-trough decline

-33.20%

-64.08%

+30.88%

Max Drawdown (1Y)

Largest decline over 1 year

-12.73%

-12.63%

-0.10%

Max Drawdown (3Y)

Largest decline over 3 years

-14.67%

-19.77%

+5.10%

Max Drawdown (5Y)

Largest decline over 5 years

-33.20%

-43.71%

+10.51%

Max Drawdown (10Y)

Largest decline over 10 years

-50.09%

Current Drawdown

Current decline from peak

-2.30%

-10.89%

+8.59%

Average Drawdown

Average peak-to-trough decline

-9.47%

-18.18%

+8.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.02%

4.32%

-0.30%

Volatility

ESGJ.L vs. IDFF.L - Volatility Comparison

The current volatility for Invesco Markets II PLC - Invesco MSCI Japan Universal Screened UCITS ETF (ESGJ.L) is 6.67%, while iShares MSCI AC Far East ex-Japan UCITS ETF (IDFF.L) has a volatility of 10.68%. This indicates that ESGJ.L experiences smaller price fluctuations and is considered to be less risky than IDFF.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ESGJ.LIDFF.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.67%

10.68%

-4.01%

Volatility (6M)

Calculated over the trailing 6-month period

17.62%

22.07%

-4.45%

Volatility (1Y)

Calculated over the trailing 1-year period

21.34%

24.77%

-3.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.75%

22.32%

-3.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.43%

20.81%

-2.38%

ESGJ.L vs. IDFF.L - Expense Ratio Comparison

ESGJ.L has a 0.19% expense ratio, which is lower than IDFF.L's 0.74% expense ratio.


Dividends

ESGJ.L vs. IDFF.L - Dividend Comparison

ESGJ.L has not paid dividends to shareholders, while IDFF.L's dividend yield for the trailing twelve months is around 1.10%.


PositionTTM20252024202320222021202020192018201720162015
ESGJ.L
Invesco Markets II PLC - Invesco MSCI Japan Universal Screened 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%
IDFF.L
iShares MSCI AC Far East ex-Japan UCITS ETF
1.10%1.46%1.85%1.85%2.07%1.39%1.13%1.67%2.04%1.50%1.92%2.29%

Frequently Asked Questions


ESGJ.L and IDFF.L have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ESGJ.L is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ESGJ.L is cheaper with a 0.19% expense ratio, compared with 0.74% for IDFF.L.

ESGJ.L tracks Invesco Markets II PLC - Invesco MSCI Japan Universal Screened UCITS ETF, while IDFF.L tracks iShares MSCI AC Far East ex-Japan UCITS ETF. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.19% for ESGJ.L and 0.74% for IDFF.L.

Portfolio Optimizer

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