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FRCJ.DE vs. JSRI.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FRCJ.DE vs. JSRI.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis (FRCJ.DE) and BNP Paribas Easy MSCI Japan SRI S-Series PAB 5% Capped UCITS ETF EUR Dis (JSRI.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, FRCJ.DE achieves a 16.62% return, which is significantly higher than JSRI.DE's 15.66% return.


FRCJ.DE

1D
-1.54%
1M
3.48%
6M
11.09%
YTD
16.62%
1Y
35.68%
3Y*
15.30%
5Y*
7.85%
10Y*
7.71%

JSRI.DE

1D
-1.24%
1M
5.85%
6M
11.11%
YTD
15.66%
1Y
25.79%
3Y*
7.07%
5Y*
3.05%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FRCJ.DE vs. JSRI.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FRCJ.DE
UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis
16.62%13.40%13.07%10.16%-14.97%4.12%9.94%28.93%-10.18%
JSRI.DE
BNP Paribas Easy MSCI Japan SRI S-Series PAB 5% Capped UCITS ETF EUR Dis
15.66%3.78%1.17%8.14%-16.21%6.00%9.70%26.13%-8.20%

Correlation

The correlation between FRCJ.DE and JSRI.DE is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.91

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

0.93

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

0.95

Correlation (All Time)
Calculated using the full available price history since Mar 13, 2018

0.89

The correlation between FRCJ.DE and JSRI.DE has been stable across timeframes, ranging from 0.89 to 0.95 - a consistent structural relationship.

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Return for Risk

FRCJ.DE vs. JSRI.DE — Risk / Return Rank

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

FRCJ.DE
FRCJ.DE Risk / Return Rank: 7575
Overall Rank
FRCJ.DE Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
FRCJ.DE Sortino Ratio Rank: 7272
Sortino Ratio Rank
FRCJ.DE Omega Ratio Rank: 7272
Omega Ratio Rank
FRCJ.DE Calmar Ratio Rank: 8080
Calmar Ratio Rank
FRCJ.DE Martin Ratio Rank: 7777
Martin Ratio Rank

JSRI.DE
JSRI.DE Risk / Return Rank: 5353
Overall Rank
JSRI.DE Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
JSRI.DE Sortino Ratio Rank: 5353
Sortino Ratio Rank
JSRI.DE Omega Ratio Rank: 4949
Omega Ratio Rank
JSRI.DE Calmar Ratio Rank: 6060
Calmar Ratio Rank
JSRI.DE Martin Ratio Rank: 5353
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.

FRCJ.DE vs. JSRI.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis (FRCJ.DE) and BNP Paribas Easy MSCI Japan SRI S-Series PAB 5% Capped UCITS ETF EUR Dis (JSRI.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.


FRCJ.DEJSRI.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.44

Sortino ratioReturn per unit of downside risk

+0.49

Omega ratioGain probability vs. loss probability

1.34

1.26

+0.08

Calmar ratioReturn relative to maximum drawdown

3.40

2.47

+0.93

Martin ratioReturn relative to average drawdown

11.61

7.45

+4.15

FRCJ.DE vs. JSRI.DE - Sharpe Ratio Comparison

The current FRCJ.DE Sharpe Ratio is 1.87, which is higher than the JSRI.DE Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of FRCJ.DE and JSRI.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

FRCJ.DE vs. JSRI.DE - Drawdown Comparison

The maximum FRCJ.DE drawdown since its inception was -26.67%, roughly equal to the maximum JSRI.DE drawdown of -26.30%. Use the drawdown chart below to compare losses from any high point for FRCJ.DE and JSRI.DE.


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Drawdown Indicators


FRCJ.DEJSRI.DEDifference

Max Drawdown

Largest peak-to-trough decline

-26.67%

-26.30%

-0.37%

Max Drawdown (1Y)

Largest decline over 1 year

-10.45%

-10.39%

-0.06%

Max Drawdown (3Y)

Largest decline over 3 years

-16.98%

-15.39%

-1.59%

Max Drawdown (5Y)

Largest decline over 5 years

-22.04%

-24.07%

+2.03%

Max Drawdown (10Y)

Largest decline over 10 years

-26.67%

Current Drawdown

Current decline from peak

-2.05%

-1.24%

-0.81%

Average Drawdown

Average peak-to-trough decline

-7.17%

-9.89%

+2.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.07%

3.45%

-0.38%

Volatility

FRCJ.DE vs. JSRI.DE - Volatility Comparison

UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis (FRCJ.DE) has a higher volatility of 6.28% compared to BNP Paribas Easy MSCI Japan SRI S-Series PAB 5% Capped UCITS ETF EUR Dis (JSRI.DE) at 5.34%. This indicates that FRCJ.DE's price experiences larger fluctuations and is considered to be riskier than JSRI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FRCJ.DEJSRI.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.28%

5.34%

+0.94%

Volatility (6M)

Calculated over the trailing 6-month period

15.25%

14.21%

+1.04%

Volatility (1Y)

Calculated over the trailing 1-year period

19.00%

18.01%

+0.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.57%

15.86%

+0.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.49%

16.73%

-0.24%

FRCJ.DE vs. JSRI.DE - Expense Ratio Comparison

FRCJ.DE has a 0.19% expense ratio, which is lower than JSRI.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

FRCJ.DE vs. JSRI.DE - Dividend Comparison

FRCJ.DE's dividend yield for the trailing twelve months is around 0.98%, less than JSRI.DE's 2.26% yield.


PositionTTM2025202420232022202120202019201820172016
FRCJ.DE
UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis
0.98%1.78%1.62%1.59%1.82%1.31%1.40%1.44%1.61%1.43%1.26%
JSRI.DE
BNP Paribas Easy MSCI Japan SRI S-Series PAB 5% Capped UCITS ETF EUR Dis
2.26%1.91%1.85%2.21%2.87%1.70%2.06%2.03%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.91, FRCJ.DE and JSRI.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

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

FRCJ.DE is cheaper with a 0.19% expense ratio, compared with 0.25% for JSRI.DE.

FRCJ.DE tracks MSCI Japan SRI Low Carbon Select 5% Issuer Capped, while JSRI.DE tracks MSCI Japan SRI S-Series PAB 5% Capped. They also come from different issuers: UBS and BNP Paribas. Their fees differ too: 0.19% for FRCJ.DE and 0.25% for JSRI.DE.

Portfolio Optimizer

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