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EXX7.DE vs. BATG.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EXX7.DE vs. BATG.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Nikkei 225 UCITS ETF (DE) (EXX7.DE) and L&G Japan ESG Exclusions Paris Aligned UCITS ETF USD Accumulating ETF (BATG.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


EXX7.DE

1D
-1.45%
1M
10.44%
YTD
31.92%
6M
29.93%
1Y
58.94%
3Y*
20.28%
5Y*
11.91%
10Y*
11.53%

BATG.DE

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EXX7.DE vs. BATG.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
EXX7.DE
iShares Nikkei 225 UCITS ETF (DE)
31.92%15.64%13.98%17.46%-1.38%
BATG.DE
L&G Japan ESG Exclusions Paris Aligned UCITS ETF USD Accumulating ETF
0.00%5.88%12.80%12.76%1.17%

Correlation

The correlation between EXX7.DE and BATG.DE is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.60

Correlation (All Time)
Calculated using the full available price history since Oct 28, 2022

0.65

The correlation between EXX7.DE and BATG.DE has been stable across timeframes, ranging from 0.60 to 0.65 - a consistent structural relationship.

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Return for Risk

EXX7.DE vs. BATG.DE — Risk / Return Rank

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

EXX7.DE
EXX7.DE Risk / Return Rank: 7878
Overall Rank
EXX7.DE Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
EXX7.DE Sortino Ratio Rank: 8282
Sortino Ratio Rank
EXX7.DE Omega Ratio Rank: 7272
Omega Ratio Rank
EXX7.DE Calmar Ratio Rank: 8484
Calmar Ratio Rank
EXX7.DE Martin Ratio Rank: 7474
Martin Ratio Rank

BATG.DE
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.

EXX7.DE vs. BATG.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 L&G Japan ESG Exclusions Paris Aligned UCITS ETF USD Accumulating ETF (BATG.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.


EXX7.DEBATG.DEDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.42

Calmar ratioReturn relative to maximum drawdown

4.52

Martin ratioReturn relative to average drawdown

13.72

EXX7.DE vs. BATG.DE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EXX7.DEBATG.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

Drawdowns

EXX7.DE vs. BATG.DE - Drawdown Comparison


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Drawdown Indicators


EXX7.DEBATG.DEDifference

Max Drawdown

Largest peak-to-trough decline

-50.57%

Max Drawdown (1Y)

Largest decline over 1 year

-12.97%

Max Drawdown (3Y)

Largest decline over 3 years

-20.63%

Max Drawdown (5Y)

Largest decline over 5 years

-21.40%

Max Drawdown (10Y)

Largest decline over 10 years

-29.83%

Current Drawdown

Current decline from peak

-1.45%

Average Drawdown

Average peak-to-trough decline

-12.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.28%

Volatility

EXX7.DE vs. BATG.DE - Volatility Comparison


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Volatility by Period


EXX7.DEBATG.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.61%

Volatility (6M)

Calculated over the trailing 6-month period

18.46%

Volatility (1Y)

Calculated over the trailing 1-year period

23.46%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.72%

EXX7.DE vs. BATG.DE - Expense Ratio Comparison

EXX7.DE has a 0.51% expense ratio, which is higher than BATG.DE's 0.16% expense ratio.


Dividends

EXX7.DE vs. BATG.DE - Dividend Comparison

EXX7.DE's dividend yield for the trailing twelve months is around 0.77%, while BATG.DE has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
BATG.DE
L&G Japan ESG Exclusions Paris Aligned UCITS ETF USD Accumulating 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%
EXX7.DE
iShares Nikkei 225 UCITS ETF (DE)
0.77%0.92%0.94%1.17%1.31%0.81%1.00%1.21%0.74%1.19%1.35%1.29%

Frequently Asked Questions


EXX7.DE and BATG.DE have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BATG.DE is cheaper at 0.16% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BATG.DE is cheaper with a 0.16% expense ratio, compared with 0.51% for EXX7.DE.

EXX7.DE tracks Nikkei 225®, while BATG.DE tracks Foxberry Sustainability Consensus Japan. They also come from different issuers: iShares and LGIM Managers (Europe) Limited. Their fees differ too: 0.51% for EXX7.DE and 0.16% for BATG.DE.

Portfolio Optimizer

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