IBCG.DE vs. JARI.DE
IBCG.DE (iShares MSCI Japan EUR Hedged UCITS ETF (Acc)) and JARI.DE (Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C)) are both Japan Equities funds - IBCG.DE tracks the MSCI Japan Index (EUR Hedged) while JARI.DE tracks the TOPIX TR JPY. Both are passively managed. Over the past 5 years, IBCG.DE returned 19.57%/yr vs 2.10%/yr for JARI.DE. A 0.74 correlation means they provide meaningful diversification when combined. IBCG.DE charges 0.64%/yr vs 0.18%/yr for JARI.DE.
Performance
IBCG.DE vs. JARI.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IBCG.DE achieves a 21.27% return, which is significantly higher than JARI.DE's 8.33% return.
IBCG.DE
- 1D
- 1.23%
- 1M
- 1.98%
- 6M
- 20.86%
- YTD
- 21.27%
- 1Y
- 48.23%
- 3Y*
- 25.91%
- 5Y*
- 19.57%
- 10Y*
- 14.99%
JARI.DE
- 1D
- 0.00%
- 1M
- 4.87%
- 6M
- 8.50%
- YTD
- 8.33%
- 1Y
- 16.85%
- 3Y*
- 4.80%
- 5Y*
- 2.10%
- 10Y*
- —
IBCG.DE vs. JARI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IBCG.DE iShares MSCI Japan EUR Hedged UCITS ETF (Acc) | 21.27% | 26.94% | 22.76% | 32.85% | -5.89% | 12.06% | 13.24% |
JARI.DE Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) | 8.33% | 5.73% | 2.11% | 6.93% | -15.65% | 8.08% | 13.45% |
Correlation
The correlation between IBCG.DE and JARI.DE is 0.78, 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 | 0.78 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2020 | 0.74 |
The correlation between IBCG.DE and JARI.DE has been stable across timeframes, ranging from 0.73 to 0.78 - a consistent structural relationship.
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Return for Risk
IBCG.DE vs. JARI.DE — Risk / Return Rank
IBCG.DE
JARI.DE
IBCG.DE vs. JARI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan EUR Hedged UCITS ETF (Acc) (IBCG.DE) and Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.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.
| IBCG.DE | JARI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.44 | ||
| Sortino ratioReturn per unit of downside risk | +1.87 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.18 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 4.83 | 1.66 | +3.17 |
| Martin ratioReturn relative to average drawdown | 16.49 | 4.86 | +11.62 |
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Drawdowns
IBCG.DE vs. JARI.DE - Drawdown Comparison
The maximum IBCG.DE drawdown since its inception was -34.79%, which is greater than JARI.DE's maximum drawdown of -23.16%. Use the drawdown chart below to compare losses from any high point for IBCG.DE and JARI.DE.
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Drawdown Indicators
| IBCG.DE | JARI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.79% | -23.16% | -11.63% |
Max Drawdown (1Y)Largest decline over 1 year | -9.94% | -10.21% | +0.27% |
Max Drawdown (3Y)Largest decline over 3 years | -21.63% | -15.32% | -6.31% |
Max Drawdown (5Y)Largest decline over 5 years | -21.63% | -23.16% | +1.53% |
Max Drawdown (10Y)Largest decline over 10 years | -34.79% | — | — |
Current DrawdownCurrent decline from peak | -2.74% | -0.83% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -8.32% | -11.37% | +3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 3.49% | -0.57% |
Volatility
IBCG.DE vs. JARI.DE - Volatility Comparison
iShares MSCI Japan EUR Hedged UCITS ETF (Acc) (IBCG.DE) has a higher volatility of 6.70% compared to Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.DE) at 4.32%. This indicates that IBCG.DE's price experiences larger fluctuations and is considered to be riskier than JARI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBCG.DE | JARI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 4.32% | +2.38% |
Volatility (6M)Calculated over the trailing 6-month period | 15.91% | 14.27% | +1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.07% | 17.81% | +2.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.62% | 16.09% | +2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.45% | 16.16% | +2.29% |
IBCG.DE vs. JARI.DE - Expense Ratio Comparison
IBCG.DE has a 0.64% expense ratio, which is higher than JARI.DE's 0.18% expense ratio.
Dividends
IBCG.DE vs. JARI.DE - Dividend Comparison
Neither IBCG.DE nor JARI.DE has paid dividends to shareholders.
Frequently Asked Questions
IBCG.DE and JARI.DE have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JARI.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JARI.DE is cheaper with a 0.18% expense ratio, compared with 0.64% for IBCG.DE.
IBCG.DE tracks MSCI Japan Index (EUR Hedged), while JARI.DE tracks TOPIX TR JPY. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.64% for IBCG.DE and 0.18% for JARI.DE.
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