EXX7.DE vs. 36B4.DE
EXX7.DE (iShares Nikkei 225 UCITS ETF (DE)) and 36B4.DE (iShares MSCI Japan SRI UCITS ETF USD Dist) are both Japan Equities funds from iShares - EXX7.DE tracks the Nikkei 225® while 36B4.DE tracks the MSCI Japan SRI Select Reduced Fossil Fuels. Both are passively managed. Over the past 5 years, EXX7.DE returned 12.39%/yr vs 4.99%/yr for 36B4.DE. Their correlation of 0.86 suggests significant overlap in exposure. EXX7.DE charges 0.51%/yr vs 0.20%/yr for 36B4.DE.
Performance
EXX7.DE vs. 36B4.DE - Performance Comparison
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Returns By Period
In the year-to-date period, EXX7.DE achieves a 32.78% return, which is significantly higher than 36B4.DE's 9.48% return.
EXX7.DE
- 1D
- -1.13%
- 1M
- -2.21%
- 6M
- 25.01%
- YTD
- 32.78%
- 1Y
- 60.24%
- 3Y*
- 21.78%
- 5Y*
- 12.39%
- 10Y*
- 11.08%
36B4.DE
- 1D
- -1.25%
- 1M
- 5.00%
- 6M
- 5.52%
- YTD
- 9.48%
- 1Y
- 22.17%
- 3Y*
- 9.80%
- 5Y*
- 4.99%
- 10Y*
- —
EXX7.DE vs. 36B4.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EXX7.DE iShares Nikkei 225 UCITS ETF (DE) | 32.78% | 15.66% | 13.98% | 17.44% | -15.74% | 2.85% | 13.66% | 14.59% |
36B4.DE iShares MSCI Japan SRI UCITS ETF USD Dist | 9.48% | 6.64% | 9.02% | 9.56% | -13.77% | 9.87% | 6.38% | 16.82% |
Correlation
The correlation between EXX7.DE and 36B4.DE is 0.69, 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 | 0.69 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Feb 27, 2019 | 0.86 |
The correlation between EXX7.DE and 36B4.DE shifts across timeframes, from 0.69 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
EXX7.DE vs. 36B4.DE — Risk / Return Rank
EXX7.DE
36B4.DE
EXX7.DE vs. 36B4.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Nikkei 225 UCITS ETF (DE) (EXX7.DE) and iShares MSCI Japan SRI UCITS ETF USD Dist (36B4.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.
| EXX7.DE | 36B4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.17 | ||
| Sortino ratioReturn per unit of downside risk | +1.45 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.22 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 4.62 | 2.04 | +2.58 |
| Martin ratioReturn relative to average drawdown | 13.36 | 5.90 | +7.46 |
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Drawdowns
EXX7.DE vs. 36B4.DE - Drawdown Comparison
The maximum EXX7.DE drawdown since its inception was -50.57%, which is greater than 36B4.DE's maximum drawdown of -26.98%. Use the drawdown chart below to compare losses from any high point for EXX7.DE and 36B4.DE.
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Drawdown Indicators
| EXX7.DE | 36B4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.57% | -26.98% | -23.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.97% | -10.82% | -2.15% |
Max Drawdown (3Y)Largest decline over 3 years | -20.64% | -15.67% | -4.97% |
Max Drawdown (5Y)Largest decline over 5 years | -21.40% | -21.57% | +0.17% |
Max Drawdown (10Y)Largest decline over 10 years | -29.85% | — | — |
Current DrawdownCurrent decline from peak | -7.76% | -1.25% | -6.51% |
Average DrawdownAverage peak-to-trough decline | -12.14% | -7.09% | -5.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 3.75% | +0.75% |
Volatility
EXX7.DE vs. 36B4.DE - Volatility Comparison
iShares Nikkei 225 UCITS ETF (DE) (EXX7.DE) has a higher volatility of 9.36% compared to iShares MSCI Japan SRI UCITS ETF USD Dist (36B4.DE) at 5.12%. This indicates that EXX7.DE's price experiences larger fluctuations and is considered to be riskier than 36B4.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EXX7.DE | 36B4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.36% | 5.12% | +4.24% |
Volatility (6M)Calculated over the trailing 6-month period | 20.56% | 14.23% | +6.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.33% | 18.43% | +6.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.08% | 16.34% | +2.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 17.26% | +0.68% |
EXX7.DE vs. 36B4.DE - Expense Ratio Comparison
EXX7.DE has a 0.51% expense ratio, which is higher than 36B4.DE's 0.20% expense ratio.
Dividends
EXX7.DE vs. 36B4.DE - Dividend Comparison
EXX7.DE's dividend yield for the trailing twelve months is around 0.75%, less than 36B4.DE's 1.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
36B4.DE iShares MSCI Japan SRI UCITS ETF USD Dist | 1.47% | 1.46% | 1.38% | 1.81% | 2.45% | 1.54% | 1.60% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% |
EXX7.DE iShares Nikkei 225 UCITS ETF (DE) | 0.75% | 0.92% | 0.94% | 1.17% | 1.31% | 0.81% | 1.00% | 1.21% | 0.00% | 1.19% | 1.35% | 1.29% |
Frequently Asked Questions
EXX7.DE and 36B4.DE have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, 36B4.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
36B4.DE is cheaper with a 0.20% expense ratio, compared with 0.51% for EXX7.DE.
EXX7.DE tracks Nikkei 225®, while 36B4.DE tracks MSCI Japan SRI Select Reduced Fossil Fuels. Their fees differ too: 0.51% for EXX7.DE and 0.20% for 36B4.DE.
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