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HEWJ vs. SCJ
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

HEWJ vs. SCJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Currency Hedged MSCI Japan ETF (HEWJ) and iShares MSCI Japan Small Cap ETF (SCJ). The values are adjusted to include any dividend payments, if applicable.

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HEWJ vs. SCJ - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HEWJ
iShares Currency Hedged MSCI Japan ETF
6.80%30.25%24.80%36.21%-4.39%12.79%10.29%20.79%-14.68%21.47%
SCJ
iShares MSCI Japan Small Cap ETF
5.74%29.58%3.41%13.22%-12.75%-2.95%7.46%16.16%-17.17%31.61%

Returns By Period

In the year-to-date period, HEWJ achieves a 6.80% return, which is significantly higher than SCJ's 5.74% return. Over the past 10 years, HEWJ has outperformed SCJ with an annualized return of 15.11%, while SCJ has yielded a comparatively lower 7.50% annualized return.


HEWJ

1D
2.93%
1M
-6.84%
YTD
6.80%
6M
19.17%
1Y
41.35%
3Y*
28.90%
5Y*
18.41%
10Y*
15.11%

SCJ

1D
2.63%
1M
-9.21%
YTD
5.74%
6M
7.75%
1Y
30.63%
3Y*
15.14%
5Y*
5.57%
10Y*
7.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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HEWJ vs. SCJ - Expense Ratio Comparison

Both HEWJ and SCJ have an expense ratio of 0.49%.


Return for Risk

HEWJ vs. SCJ — Risk / Return Rank

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

HEWJ
HEWJ Risk / Return Rank: 8989
Overall Rank
HEWJ Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
HEWJ Sortino Ratio Rank: 8888
Sortino Ratio Rank
HEWJ Omega Ratio Rank: 8888
Omega Ratio Rank
HEWJ Calmar Ratio Rank: 9292
Calmar Ratio Rank
HEWJ Martin Ratio Rank: 9292
Martin Ratio Rank

SCJ
SCJ Risk / Return Rank: 8585
Overall Rank
SCJ Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
SCJ Sortino Ratio Rank: 8989
Sortino Ratio Rank
SCJ Omega Ratio Rank: 8585
Omega Ratio Rank
SCJ Calmar Ratio Rank: 8484
Calmar Ratio Rank
SCJ Martin Ratio Rank: 8383
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.

HEWJ vs. SCJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Currency Hedged MSCI Japan ETF (HEWJ) and iShares MSCI Japan Small Cap ETF (SCJ). 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.


HEWJSCJDifference

Sharpe ratio

Return per unit of total volatility

1.74

1.77

-0.03

Sortino ratio

Return per unit of downside risk

2.41

2.48

-0.07

Omega ratio

Gain probability vs. loss probability

1.35

1.33

+0.02

Calmar ratio

Return relative to maximum drawdown

3.27

2.41

+0.86

Martin ratio

Return relative to average drawdown

12.62

9.17

+3.45

HEWJ vs. SCJ - Sharpe Ratio Comparison

The current HEWJ Sharpe Ratio is 1.74, which is comparable to the SCJ Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of HEWJ and SCJ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


HEWJSCJDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.74

1.77

-0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.97

0.36

+0.62

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.76

0.46

+0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.28

+0.36

Correlation

The correlation between HEWJ and SCJ is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

HEWJ vs. SCJ - Dividend Comparison

HEWJ's dividend yield for the trailing twelve months is around 4.78%, more than SCJ's 2.97% yield.


TTM20252024202320222021202020192018201720162015
HEWJ
iShares Currency Hedged MSCI Japan ETF
4.78%5.10%2.20%2.02%47.68%2.03%1.20%2.78%1.37%1.21%1.88%3.25%
SCJ
iShares MSCI Japan Small Cap ETF
2.97%3.14%1.79%1.99%1.18%1.87%0.89%1.85%1.44%1.45%2.73%1.53%

Drawdowns

HEWJ vs. SCJ - Drawdown Comparison

The maximum HEWJ drawdown since its inception was -31.53%, smaller than the maximum SCJ drawdown of -43.52%. Use the drawdown chart below to compare losses from any high point for HEWJ and SCJ.


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Drawdown Indicators


HEWJSCJDifference

Max Drawdown

Largest peak-to-trough decline

-31.53%

-43.52%

+11.99%

Max Drawdown (1Y)

Largest decline over 1 year

-11.99%

-12.17%

+0.18%

Max Drawdown (5Y)

Largest decline over 5 years

-20.90%

-33.25%

+12.35%

Max Drawdown (10Y)

Largest decline over 10 years

-31.53%

-38.87%

+7.34%

Current Drawdown

Current decline from peak

-7.04%

-9.21%

+2.17%

Average Drawdown

Average peak-to-trough decline

-6.68%

-10.44%

+3.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.19%

3.19%

0.00%

Volatility

HEWJ vs. SCJ - Volatility Comparison

iShares Currency Hedged MSCI Japan ETF (HEWJ) has a higher volatility of 8.41% compared to iShares MSCI Japan Small Cap ETF (SCJ) at 7.26%. This indicates that HEWJ's price experiences larger fluctuations and is considered to be riskier than SCJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HEWJSCJDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.41%

7.26%

+1.15%

Volatility (6M)

Calculated over the trailing 6-month period

14.72%

12.11%

+2.61%

Volatility (1Y)

Calculated over the trailing 1-year period

23.87%

17.40%

+6.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.99%

15.64%

+3.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.99%

16.23%

+3.76%