IBCG.DE vs. WTDX.DE
IBCG.DE (iShares MSCI Japan EUR Hedged UCITS ETF (Acc)) and WTDX.DE (WisdomTree Japan Equity UCITS ETF USD Hedged) are both Japan Equities funds - IBCG.DE tracks the MSCI Japan Index (EUR Hedged) while WTDX.DE tracks the WisdomTree Japan Hedged Equity UCITS Index. Both are passively managed. Over the past 10 years, IBCG.DE returned 14.99%/yr vs 19.18%/yr for WTDX.DE. A 0.71 correlation means they provide meaningful diversification when combined. IBCG.DE charges 0.64%/yr vs 0.48%/yr for WTDX.DE.
Performance
IBCG.DE vs. WTDX.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 lower than WTDX.DE's 26.12% return. Over the past 10 years, IBCG.DE has underperformed WTDX.DE with an annualized return of 14.99%, while WTDX.DE has yielded a comparatively higher 19.18% 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%
WTDX.DE
- 1D
- 0.99%
- 1M
- 4.49%
- 6M
- 26.78%
- YTD
- 26.12%
- 1Y
- 60.62%
- 3Y*
- 29.32%
- 5Y*
- 27.67%
- 10Y*
- 19.18%
IBCG.DE vs. WTDX.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% |
WTDX.DE WisdomTree Japan Equity UCITS ETF USD Hedged | 26.12% | 17.86% | 36.79% | 37.12% | 11.85% | 27.70% | -6.91% | 24.57% | -17.23% | 8.62% |
Correlation
The correlation between IBCG.DE and WTDX.DE is 0.86, 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 | 0.86 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since May 18, 2015 | 0.71 |
The correlation between IBCG.DE and WTDX.DE shifts across timeframes, from 0.69 (10 years) to 0.87 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
IBCG.DE vs. WTDX.DE — Risk / Return Rank
IBCG.DE
WTDX.DE
IBCG.DE vs. WTDX.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 WisdomTree Japan Equity UCITS ETF USD Hedged (WTDX.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 | WTDX.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -0.72 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.56 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.83 | 7.46 | -2.63 |
| Martin ratioReturn relative to average drawdown | 16.49 | 25.16 | -8.67 |
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Drawdowns
IBCG.DE vs. WTDX.DE - Drawdown Comparison
The maximum IBCG.DE drawdown since its inception was -34.79%, smaller than the maximum WTDX.DE drawdown of -38.23%. Use the drawdown chart below to compare losses from any high point for IBCG.DE and WTDX.DE.
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Drawdown Indicators
| IBCG.DE | WTDX.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.79% | -38.23% | +3.44% |
Max Drawdown (1Y)Largest decline over 1 year | -9.94% | -8.09% | -1.85% |
Max Drawdown (3Y)Largest decline over 3 years | -21.63% | -23.65% | +2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -21.63% | -23.65% | +2.02% |
Max Drawdown (10Y)Largest decline over 10 years | -34.79% | -32.53% | -2.26% |
Current DrawdownCurrent decline from peak | -2.74% | -1.20% | -1.54% |
Average DrawdownAverage peak-to-trough decline | -8.32% | -9.19% | +0.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 2.40% | +0.52% |
Volatility
IBCG.DE vs. WTDX.DE - Volatility Comparison
iShares MSCI Japan EUR Hedged UCITS ETF (Acc) (IBCG.DE) has a higher volatility of 6.70% compared to WisdomTree Japan Equity UCITS ETF USD Hedged (WTDX.DE) at 5.38%. This indicates that IBCG.DE's price experiences larger fluctuations and is considered to be riskier than WTDX.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 | WTDX.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 5.38% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 15.91% | 14.47% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.07% | 19.44% | +0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.62% | 19.42% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.45% | 21.58% | -3.13% |
IBCG.DE vs. WTDX.DE - Expense Ratio Comparison
IBCG.DE has a 0.64% expense ratio, which is higher than WTDX.DE's 0.48% expense ratio.
Dividends
IBCG.DE vs. WTDX.DE - Dividend Comparison
IBCG.DE has not paid dividends to shareholders, while WTDX.DE's dividend yield for the trailing twelve months is around 1.52%.
| 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% |
WTDX.DE WisdomTree Japan Equity UCITS ETF USD Hedged | 1.52% | 1.68% | 1.52% | 1.97% | 2.28% | 1.52% | 2.10% | 2.01% | 2.17% | 1.14% | 1.90% | 0.06% |
Frequently Asked Questions
IBCG.DE and WTDX.DE have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WTDX.DE is cheaper at 0.48% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTDX.DE is cheaper with a 0.48% expense ratio, compared with 0.64% for IBCG.DE.
IBCG.DE tracks MSCI Japan Index (EUR Hedged), while WTDX.DE tracks WisdomTree Japan Hedged Equity UCITS Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.64% for IBCG.DE and 0.48% for WTDX.DE.
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