IBCG.DE vs. LYY4.DE
IBCG.DE (iShares MSCI Japan EUR Hedged UCITS ETF (Acc)) and LYY4.DE (Amundi Japan TOPIX II UCITS ETF EUR Dist) are both Japan Equities funds - IBCG.DE tracks the MSCI Japan Index (EUR Hedged) while LYY4.DE tracks the TOPIX®. Both are passively managed. Over the past 10 years, IBCG.DE returned 14.99%/yr vs 8.88%/yr for LYY4.DE. Their correlation of 0.82 suggests significant overlap in exposure. IBCG.DE charges 0.64%/yr vs 0.45%/yr for LYY4.DE.
Performance
IBCG.DE vs. LYY4.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 LYY4.DE's 18.72% return. Over the past 10 years, IBCG.DE has outperformed LYY4.DE with an annualized return of 14.99%, while LYY4.DE has yielded a comparatively lower 8.88% annualized 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%
LYY4.DE
- 1D
- 0.66%
- 1M
- 2.87%
- 6M
- 18.88%
- YTD
- 18.72%
- 1Y
- 33.74%
- 3Y*
- 16.48%
- 5Y*
- 10.02%
- 10Y*
- 8.88%
IBCG.DE vs. LYY4.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBCG.DE iShares MSCI Japan EUR Hedged UCITS ETF (Acc) | 21.27% | 26.94% | 22.76% | 32.85% | -5.89% | 12.06% | 7.58% | 16.67% | -16.91% | 18.65% |
LYY4.DE Amundi Japan TOPIX II UCITS ETF EUR Dist | 18.72% | 13.10% | 12.42% | 15.45% | -11.19% | 8.61% | 3.15% | 20.96% | -11.07% | 10.82% |
Correlation
The correlation between IBCG.DE and LYY4.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 | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.81 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.82 |
Correlation (All Time) Calculated using the full available price history since Mar 16, 2011 | 0.82 |
The correlation between IBCG.DE and LYY4.DE shifts across timeframes, from 0.81 (5 years) to 0.91 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IBCG.DE vs. LYY4.DE — Risk / Return Rank
IBCG.DE
LYY4.DE
IBCG.DE vs. LYY4.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 Japan TOPIX II UCITS ETF EUR Dist (LYY4.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 | LYY4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.67 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.35 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 4.83 | 3.49 | +1.34 |
| Martin ratioReturn relative to average drawdown | 16.49 | 11.65 | +4.84 |
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Drawdowns
IBCG.DE vs. LYY4.DE - Drawdown Comparison
The maximum IBCG.DE drawdown since its inception was -34.79%, smaller than the maximum LYY4.DE drawdown of -54.07%. Use the drawdown chart below to compare losses from any high point for IBCG.DE and LYY4.DE.
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Drawdown Indicators
| IBCG.DE | LYY4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.79% | -54.07% | +19.28% |
Max Drawdown (1Y)Largest decline over 1 year | -9.94% | -9.61% | -0.33% |
Max Drawdown (3Y)Largest decline over 3 years | -21.63% | -15.82% | -5.81% |
Max Drawdown (5Y)Largest decline over 5 years | -21.63% | -19.34% | -2.29% |
Max Drawdown (10Y)Largest decline over 10 years | -34.79% | -28.62% | -6.17% |
Current DrawdownCurrent decline from peak | -2.74% | -1.33% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -8.32% | -14.30% | +5.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.88% | +0.04% |
Volatility
IBCG.DE vs. LYY4.DE - Volatility Comparison
iShares MSCI Japan EUR Hedged UCITS ETF (Acc) (IBCG.DE) has a higher volatility of 6.70% compared to Amundi Japan TOPIX II UCITS ETF EUR Dist (LYY4.DE) at 5.32%. This indicates that IBCG.DE's price experiences larger fluctuations and is considered to be riskier than LYY4.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 | LYY4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 5.32% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 15.91% | 14.77% | +1.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.07% | 18.13% | +1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.62% | 16.22% | +2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.45% | 16.23% | +2.22% |
IBCG.DE vs. LYY4.DE - Expense Ratio Comparison
IBCG.DE has a 0.64% expense ratio, which is higher than LYY4.DE's 0.45% expense ratio.
Dividends
IBCG.DE vs. LYY4.DE - Dividend Comparison
IBCG.DE has not paid dividends to shareholders, while LYY4.DE's dividend yield for the trailing twelve months is around 0.60%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBCG.DE iShares MSCI Japan EUR Hedged UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LYY4.DE Amundi Japan TOPIX II UCITS ETF EUR Dist | 0.60% | 0.71% | 0.74% | 1.24% | 1.89% | 1.34% | 1.14% | 1.94% | 1.86% | 1.44% | 1.98% | 1.80% |
Frequently Asked Questions
With a correlation of 0.91, IBCG.DE and LYY4.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, LYY4.DE is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LYY4.DE is cheaper with a 0.45% expense ratio, compared with 0.64% for IBCG.DE.
IBCG.DE tracks MSCI Japan Index (EUR Hedged), while LYY4.DE tracks TOPIX®. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.64% for IBCG.DE and 0.45% for LYY4.DE.
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