INCO vs. DJSC.AS
INCO (Columbia India Consumer ETF) and DJSC.AS (iShares EURO STOXX Small UCITS ETF) are both exchange-traded funds - INCO is a Asia Pacific Equities fund tracking the Indxx India Consumer Index, while DJSC.AS is a Europe Equities fund tracking the MSCI EMU SMID NR EUR. Both are passively managed. Over the past 10 years, INCO returned 8.31%/yr vs 8.92%/yr for DJSC.AS. At a 0.36 correlation, their price movements are largely independent. INCO charges 0.75%/yr vs 0.40%/yr for DJSC.AS.
Performance
INCO vs. DJSC.AS - Performance Comparison
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Different Trading Currencies
INCO is traded in USD, while DJSC.AS is traded in EUR. To make them comparable, the DJSC.AS values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, INCO achieves a -12.41% return, which is significantly lower than DJSC.AS's 7.90% return. Over the past 10 years, INCO has underperformed DJSC.AS with an annualized return of 8.31%, while DJSC.AS has yielded a comparatively higher 8.92% annualized return.
INCO
- 1D
- -0.65%
- 1M
- -6.27%
- YTD
- -12.41%
- 6M
- -10.02%
- 1Y
- -12.31%
- 3Y*
- 6.45%
- 5Y*
- 5.53%
- 10Y*
- 8.31%
DJSC.AS
- 1D
- -0.17%
- 1M
- 1.43%
- YTD
- 7.90%
- 6M
- 11.45%
- 1Y
- 20.24%
- 3Y*
- 13.60%
- 5Y*
- 4.14%
- 10Y*
- 8.92%
INCO vs. DJSC.AS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INCO Columbia India Consumer ETF | -12.41% | 0.59% | 12.70% | 34.63% | -7.01% | 19.28% | 14.55% | -4.22% | -10.81% | 53.28% |
DJSC.AS iShares EURO STOXX Small UCITS ETF | 7.90% | 37.74% | -8.89% | 16.22% | -19.64% | 13.28% | 18.15% | 23.07% | -16.89% | 39.47% |
Correlation
The correlation between INCO and DJSC.AS is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.38 |
Correlation (All Time) Calculated using the full available price history since Aug 10, 2011 | 0.36 |
The correlation between INCO and DJSC.AS shifts across timeframes, from 0.32 (3 years) to 0.42 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
INCO vs. DJSC.AS — Risk / Return Rank
INCO
DJSC.AS
INCO vs. DJSC.AS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia India Consumer ETF (INCO) and iShares EURO STOXX Small UCITS ETF (DJSC.AS). 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.
| INCO | DJSC.AS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.98 | ||
| Sortino ratioReturn per unit of downside risk | -2.81 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.23 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.58 | 1.42 | -2.00 |
| Martin ratioReturn relative to average drawdown | -1.46 | 5.08 | -6.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| INCO | DJSC.AS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.73 | 1.25 | -1.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.21 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.46 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.17 | +0.25 |
Drawdowns
INCO vs. DJSC.AS - Drawdown Comparison
The maximum INCO drawdown since its inception was -47.69%, smaller than the maximum DJSC.AS drawdown of -65.70%. Use the drawdown chart below to compare losses from any high point for INCO and DJSC.AS.
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Drawdown Indicators
| INCO | DJSC.AS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.69% | -65.70% | +18.01% |
Max Drawdown (1Y)Largest decline over 1 year | -21.37% | -13.96% | -7.41% |
Max Drawdown (3Y)Largest decline over 3 years | -29.98% | -17.29% | -12.69% |
Max Drawdown (5Y)Largest decline over 5 years | -29.98% | -40.22% | +10.24% |
Max Drawdown (10Y)Largest decline over 10 years | -47.69% | -40.22% | -7.47% |
Current DrawdownCurrent decline from peak | -25.40% | -1.80% | -23.60% |
Average DrawdownAverage peak-to-trough decline | -10.58% | -17.42% | +6.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.47% | 3.92% | +4.55% |
Volatility
INCO vs. DJSC.AS - Volatility Comparison
Columbia India Consumer ETF (INCO) has a higher volatility of 5.50% compared to iShares EURO STOXX Small UCITS ETF (DJSC.AS) at 4.42%. This indicates that INCO's price experiences larger fluctuations and is considered to be riskier than DJSC.AS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| INCO | DJSC.AS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.50% | 4.42% | +1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 14.33% | 13.20% | +1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.90% | 15.91% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 19.67% | -2.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.32% | 18.94% | +1.38% |
INCO vs. DJSC.AS - Expense Ratio Comparison
INCO has a 0.75% expense ratio, which is higher than DJSC.AS's 0.40% expense ratio.
Dividends
INCO vs. DJSC.AS - Dividend Comparison
INCO has not paid dividends to shareholders, while DJSC.AS's dividend yield for the trailing twelve months is around 2.40%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DJSC.AS iShares EURO STOXX Small UCITS ETF | 2.40% | 3.00% | 2.66% | 2.24% | 2.22% | 1.48% | 1.20% | 2.01% | 2.48% | 1.81% | 2.10% | 2.12% |
INCO Columbia India Consumer ETF | 0.00% | 0.00% | 2.88% | 3.81% | 10.57% | 6.25% | 0.34% | 0.28% | 0.12% | 0.05% | 0.09% | 0.00% |
Frequently Asked Questions
INCO and DJSC.AS have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DJSC.AS is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DJSC.AS is cheaper with a 0.40% expense ratio, compared with 0.75% for INCO.
INCO is categorized as Asia Pacific Equities, while DJSC.AS is Europe Equities. INCO tracks Indxx India Consumer Index, while DJSC.AS tracks MSCI EMU SMID NR EUR. They also come from different issuers: Ameriprise Financial and iShares. Their fees differ too: 0.75% for INCO and 0.40% for DJSC.AS.
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