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JAPN vs. CJP.NEO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JAPN vs. CJP.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Horizon Kinetics Japan Owner Operator ETF (JAPN) and iShares Japan Fundamental Index ETF (CAD-Hedged) (CJP.NEO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

JAPN is traded in USD, while CJP.NEO is traded in CAD. To make them comparable, the CJP.NEO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, JAPN achieves a -13.33% return, which is significantly lower than CJP.NEO's 17.82% return.


JAPN

1D
-1.75%
1M
-2.99%
YTD
-13.33%
6M
-13.01%
1Y
-16.72%
3Y*
5Y*
10Y*

CJP.NEO

1D
0.06%
1M
7.14%
YTD
17.82%
6M
23.71%
1Y
49.27%
3Y*
28.76%
5Y*
19.51%
10Y*
15.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JAPN vs. CJP.NEO - Yearly Performance Comparison


Correlation

The correlation between JAPN and CJP.NEO is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.49

Correlation (All Time)
Calculated using the full available price history since May 14, 2025

0.51

The correlation between JAPN and CJP.NEO has been stable across timeframes, ranging from 0.49 to 0.51 - a consistent structural relationship.

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Return for Risk

JAPN vs. CJP.NEO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JAPN
JAPN Risk / Return Rank: 22
Overall Rank
JAPN Sharpe Ratio Rank: 22
Sharpe Ratio Rank
JAPN Sortino Ratio Rank: 33
Sortino Ratio Rank
JAPN Omega Ratio Rank: 22
Omega Ratio Rank
JAPN Calmar Ratio Rank: 33
Calmar Ratio Rank
JAPN Martin Ratio Rank: 22
Martin Ratio Rank

CJP.NEO
CJP.NEO Risk / Return Rank: 8686
Overall Rank
CJP.NEO Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
CJP.NEO Sortino Ratio Rank: 8585
Sortino Ratio Rank
CJP.NEO Omega Ratio Rank: 8686
Omega Ratio Rank
CJP.NEO Calmar Ratio Rank: 8585
Calmar Ratio Rank
CJP.NEO Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JAPN vs. CJP.NEO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Horizon Kinetics Japan Owner Operator ETF (JAPN) and iShares Japan Fundamental Index ETF (CAD-Hedged) (CJP.NEO). 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.


JAPNCJP.NEODifference
Sharpe ratioReturn per unit of total volatility

-3.57

Sortino ratioReturn per unit of downside risk

-4.80

Omega ratioGain probability vs. loss probability

0.86

1.48

-0.62

Calmar ratioReturn relative to maximum drawdown

-0.70

4.13

-4.83

Martin ratioReturn relative to average drawdown

-1.34

15.66

-16.99

JAPN vs. CJP.NEO - Sharpe Ratio Comparison

The current JAPN Sharpe Ratio is -0.90, which is lower than the CJP.NEO Sharpe Ratio of 2.67. The chart below compares the historical Sharpe Ratios of JAPN and CJP.NEO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


JAPNCJP.NEODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.90

2.67

-3.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.95

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.54

0.37

-0.91

Drawdowns

JAPN vs. CJP.NEO - Drawdown Comparison

The maximum JAPN drawdown since its inception was -23.94%, smaller than the maximum CJP.NEO drawdown of -45.01%. Use the drawdown chart below to compare losses from any high point for JAPN and CJP.NEO.


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Drawdown Indicators


JAPNCJP.NEODifference

Max Drawdown

Largest peak-to-trough decline

-23.94%

-45.01%

+21.07%

Max Drawdown (1Y)

Largest decline over 1 year

-23.94%

-12.00%

-11.94%

Max Drawdown (3Y)

Largest decline over 3 years

-21.79%

Max Drawdown (5Y)

Largest decline over 5 years

-21.79%

Max Drawdown (10Y)

Largest decline over 10 years

-45.01%

Current Drawdown

Current decline from peak

-22.90%

0.00%

-22.90%

Average Drawdown

Average peak-to-trough decline

-9.47%

-13.36%

+3.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.54%

3.16%

+9.38%

Volatility

JAPN vs. CJP.NEO - Volatility Comparison

Horizon Kinetics Japan Owner Operator ETF (JAPN) has a higher volatility of 4.33% compared to iShares Japan Fundamental Index ETF (CAD-Hedged) (CJP.NEO) at 3.29%. This indicates that JAPN's price experiences larger fluctuations and is considered to be riskier than CJP.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JAPNCJP.NEODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.33%

3.29%

+1.04%

Volatility (6M)

Calculated over the trailing 6-month period

15.41%

13.49%

+1.92%

Volatility (1Y)

Calculated over the trailing 1-year period

18.77%

18.53%

+0.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.24%

20.70%

-1.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.24%

22.36%

-3.12%

JAPN vs. CJP.NEO - Expense Ratio Comparison

JAPN has a 0.85% expense ratio, which is higher than CJP.NEO's 0.71% expense ratio.


Dividends

JAPN vs. CJP.NEO - Dividend Comparison

JAPN's dividend yield for the trailing twelve months is around 0.28%, less than CJP.NEO's 1.24% yield.


PositionTTM20252024202320222021202020192018201720162015
CJP.NEO
iShares Japan Fundamental Index ETF (CAD-Hedged)
1.24%1.48%1.71%1.24%1.96%1.56%1.97%2.42%2.38%1.48%0.97%0.84%
JAPN
Horizon Kinetics Japan Owner Operator ETF
0.28%0.24%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


JAPN and CJP.NEO have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CJP.NEO is cheaper at 0.71% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CJP.NEO is cheaper with a 0.71% expense ratio, compared with 0.85% for JAPN.

They also come from different issuers: Horizon and iShares. Their fees differ too: 0.85% for JAPN and 0.71% for CJP.NEO.

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