IUS4.DE vs. SXR1.DE
IUS4.DE (iShares MSCI Japan Small Cap UCITS ETF (Dist)) and SXR1.DE (iShares Core MSCI Pacific ex Japan UCITS ETF (Acc)) are both exchange-traded funds - IUS4.DE is a Japan Equities fund tracking the MSCI Japan Small Cap, while SXR1.DE is a Asia Pacific Equities fund tracking the MSCI Pacific ex Japan. Both are passively managed. Over the past 10 years, IUS4.DE returned 7.35%/yr vs 7.17%/yr for SXR1.DE. A 0.53 correlation means they provide meaningful diversification when combined. IUS4.DE charges 0.58%/yr vs 0.20%/yr for SXR1.DE.
Performance
IUS4.DE vs. SXR1.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUS4.DE achieves a 15.59% return, which is significantly higher than SXR1.DE's 12.59% return. Both investments have delivered pretty close results over the past 10 years, with IUS4.DE having a 7.35% annualized return and SXR1.DE not far behind at 7.17%.
IUS4.DE
- 1D
- -1.88%
- 1M
- -1.42%
- 6M
- 10.05%
- YTD
- 15.59%
- 1Y
- 28.10%
- 3Y*
- 15.41%
- 5Y*
- 8.01%
- 10Y*
- 7.35%
SXR1.DE
- 1D
- -0.40%
- 1M
- 1.88%
- 6M
- 9.63%
- YTD
- 12.59%
- 1Y
- 16.74%
- 3Y*
- 12.02%
- 5Y*
- 6.60%
- 10Y*
- 7.17%
IUS4.DE vs. SXR1.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 15.59% | 15.97% | 9.46% | 9.42% | -7.68% | 5.35% | -2.08% | 21.73% | -13.13% | 15.52% |
SXR1.DE iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) | 12.59% | 7.00% | 11.91% | 2.20% | -0.86% | 13.17% | -2.98% | 21.74% | -6.20% | 10.76% |
Correlation
The correlation between IUS4.DE and SXR1.DE is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.48 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.49 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2010 | 0.53 |
The correlation between IUS4.DE and SXR1.DE has been stable across timeframes, ranging from 0.48 to 0.56 - a consistent structural relationship.
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Return for Risk
IUS4.DE vs. SXR1.DE — Risk / Return Rank
IUS4.DE
SXR1.DE
IUS4.DE vs. SXR1.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) and iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.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.
| IUS4.DE | SXR1.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.26 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.77 | 2.68 | +0.08 |
| Martin ratioReturn relative to average drawdown | 9.46 | 7.71 | +1.76 |
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Drawdowns
IUS4.DE vs. SXR1.DE - Drawdown Comparison
The maximum IUS4.DE drawdown since its inception was -51.61%, which is greater than SXR1.DE's maximum drawdown of -38.62%. Use the drawdown chart below to compare losses from any high point for IUS4.DE and SXR1.DE.
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Drawdown Indicators
| IUS4.DE | SXR1.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.61% | -38.62% | -12.99% |
Max Drawdown (1Y)Largest decline over 1 year | -10.11% | -6.21% | -3.90% |
Max Drawdown (3Y)Largest decline over 3 years | -12.92% | -20.28% | +7.36% |
Max Drawdown (5Y)Largest decline over 5 years | -21.46% | -20.28% | -1.18% |
Max Drawdown (10Y)Largest decline over 10 years | -32.62% | -36.91% | +4.29% |
Current DrawdownCurrent decline from peak | -4.76% | -0.56% | -4.20% |
Average DrawdownAverage peak-to-trough decline | -15.01% | -9.81% | -5.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 2.17% | +0.79% |
Volatility
IUS4.DE vs. SXR1.DE - Volatility Comparison
iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) has a higher volatility of 4.93% compared to iShares Core MSCI Pacific ex Japan UCITS ETF (Acc) (SXR1.DE) at 2.41%. This indicates that IUS4.DE's price experiences larger fluctuations and is considered to be riskier than SXR1.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUS4.DE | SXR1.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.93% | 2.41% | +2.52% |
Volatility (6M)Calculated over the trailing 6-month period | 14.16% | 9.37% | +4.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.67% | 11.97% | +4.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.00% | 14.75% | +0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.95% | 16.49% | -0.54% |
IUS4.DE vs. SXR1.DE - Expense Ratio Comparison
IUS4.DE has a 0.58% expense ratio, which is higher than SXR1.DE's 0.20% expense ratio.
Dividends
IUS4.DE vs. SXR1.DE - Dividend Comparison
IUS4.DE's dividend yield for the trailing twelve months is around 0.99%, while SXR1.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 0.99% | 1.88% | 1.70% | 1.77% | 2.10% | 1.47% | 1.60% | 1.45% | 1.41% | 1.31% | 1.15% | 0.70% |
SXR1.DE iShares Core MSCI Pacific ex Japan 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% |
Frequently Asked Questions
IUS4.DE and SXR1.DE have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SXR1.DE is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SXR1.DE is cheaper with a 0.20% expense ratio, compared with 0.58% for IUS4.DE.
IUS4.DE is categorized as Japan Equities, while SXR1.DE is Asia Pacific Equities. IUS4.DE tracks MSCI Japan Small Cap, while SXR1.DE tracks MSCI Pacific ex Japan. Their fees differ too: 0.58% for IUS4.DE and 0.20% for SXR1.DE.
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