EWJ vs. BBJP
Compare and contrast key facts about iShares MSCI Japan ETF (EWJ) and JPMorgan BetaBuilders Japan ETF (BBJP).
EWJ and BBJP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EWJ is a passively managed fund by iShares that tracks the performance of the MSCI Japan Index. It was launched on Mar 12, 1996. BBJP is a passively managed fund by JPMorgan Chase that tracks the performance of the Morningstar Japan Target Market Exposure Index. It was launched on Jun 15, 2018. Both EWJ and BBJP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EWJ or BBJP.
Correlation
The correlation between EWJ and BBJP is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
EWJ vs. BBJP - Performance Comparison
Key characteristics
EWJ:
0.33
BBJP:
0.33
EWJ:
0.60
BBJP:
0.61
EWJ:
1.08
BBJP:
1.08
EWJ:
0.48
BBJP:
0.49
EWJ:
1.44
BBJP:
1.46
EWJ:
4.89%
BBJP:
4.89%
EWJ:
21.46%
BBJP:
21.44%
EWJ:
-58.89%
BBJP:
-32.66%
EWJ:
-2.21%
BBJP:
-2.12%
Returns By Period
The year-to-date returns for both investments are quite close, with EWJ having a 4.74% return and BBJP slightly higher at 4.83%.
EWJ
4.74%
-1.95%
6.19%
6.35%
8.59%
4.60%
BBJP
4.83%
-1.91%
6.36%
6.43%
8.97%
N/A
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EWJ vs. BBJP - Expense Ratio Comparison
EWJ has a 0.49% expense ratio, which is higher than BBJP's 0.19% expense ratio.
Risk-Adjusted Performance
EWJ vs. BBJP — Risk-Adjusted Performance Rank
EWJ
BBJP
EWJ vs. BBJP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan ETF (EWJ) and JPMorgan BetaBuilders Japan ETF (BBJP). 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.
Dividends
EWJ vs. BBJP - Dividend Comparison
EWJ's dividend yield for the trailing twelve months is around 2.24%, less than BBJP's 2.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWJ iShares MSCI Japan ETF | 2.24% | 2.34% | 2.03% | 1.23% | 2.08% | 1.04% | 2.03% | 1.71% | 1.25% | 1.95% | 1.27% | 1.32% |
BBJP JPMorgan BetaBuilders Japan ETF | 2.67% | 2.80% | 3.05% | 1.52% | 2.89% | 1.12% | 2.31% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
EWJ vs. BBJP - Drawdown Comparison
The maximum EWJ drawdown since its inception was -58.89%, which is greater than BBJP's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for EWJ and BBJP. For additional features, visit the drawdowns tool.
Volatility
EWJ vs. BBJP - Volatility Comparison
iShares MSCI Japan ETF (EWJ) and JPMorgan BetaBuilders Japan ETF (BBJP) have volatilities of 12.40% and 12.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.