PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
JARI.DE vs. WTDX.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

JARI.DE vs. WTDX.DE

Last updated Apr 3, 2026

Compare and contrast key facts about Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.DE) and WisdomTree Japan Equity UCITS ETF USD Hedged (WTDX.DE).

JARI.DE and WTDX.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JARI.DE is a passively managed fund by Amundi that tracks the performance of the TOPIX TR JPY. It was launched on Oct 13, 2020. WTDX.DE is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Japan Hedged Equity UCITS Index. It was launched on Feb 2, 2016. Both JARI.DE and WTDX.DE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

JARI.DE vs. WTDX.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.DE) and WisdomTree Japan Equity UCITS ETF USD Hedged (WTDX.DE). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

JARI.DE vs. WTDX.DE - Yearly Performance Comparison

2026 (YTD)202520242023202220212020
JARI.DE
Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C)		0.87%5.73%2.11%6.93%-15.65%8.08%13.58%
WTDX.DE
WisdomTree Japan Equity UCITS ETF USD Hedged		13.33%17.62%36.61%36.95%11.73%27.31%9.06%

Returns By Period

In the year-to-date period, JARI.DE achieves a 0.87% return, which is significantly lower than WTDX.DE's 13.33% return.

JARI.DE

1D
-1.39%
1M
1.76%
YTD
0.87%
6M
4.69%
1Y
9.24%
3Y*
3.50%
5Y*
0.42%
10Y*
—

WTDX.DE

1D
-1.20%
1M
1.37%
YTD
13.33%
6M
27.98%
1Y
40.57%
3Y*
32.20%
5Y*
24.72%
10Y*
17.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C)

WisdomTree Japan Equity UCITS ETF USD Hedged

Often compared with JARI.DE:
JARI.DE vs. EJAP.DEJARI.DE vs. AW15.DEJARI.DE vs. LCUJ.DEJARI.DE vs. SXRZ.DEJARI.DE vs. XDJP.DEJARI.DE vs. EXX7.DEJARI.DE vs. PR1J.DE
Often compared with WTDX.DE:
WTDX.DE vs. ^GSPCWTDX.DE vs. AW15.DEWTDX.DE vs. 36B4.DEWTDX.DE vs. SMLN.DEWTDX.DE vs. JSRI.DEWTDX.DE vs. LCUJ.DEWTDX.DE vs. EUNN.DE

JARI.DE vs. WTDX.DE - Expense Ratio Comparison

JARI.DE has a 0.18% expense ratio, which is lower than WTDX.DE's 0.48% expense ratio.

WTDX.DE
WisdomTree Japan Equity UCITS ETF USD Hedged
JARI.DE
Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C)

Return for Risk

JARI.DE vs. WTDX.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
JARI.DE
JARI.DE Risk / Return Rank: 3030
Overall Rank
JARI.DE Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
JARI.DE Sortino Ratio Rank: 2626
Sortino Ratio Rank
JARI.DE Omega Ratio Rank: 2323
Omega Ratio Rank
JARI.DE Calmar Ratio Rank: 4141
Calmar Ratio Rank
JARI.DE Martin Ratio Rank: 3434
Martin Ratio Rank
WTDX.DE
WTDX.DE Risk / Return Rank: 8888
Overall Rank
WTDX.DE Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
WTDX.DE Sortino Ratio Rank: 8181
Sortino Ratio Rank
WTDX.DE Omega Ratio Rank: 8282
Omega Ratio Rank
WTDX.DE Calmar Ratio Rank: 9898
Calmar Ratio Rank
WTDX.DE Martin Ratio Rank: 9696
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.

JARI.DE vs. WTDX.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.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.

JARI.DEWTDX.DEDifference

Sharpe ratio

Return per unit of total volatility

0.49

1.72

-1.22

Sortino ratio

Return per unit of downside risk

0.83

2.20

-1.37

Omega ratio

Gain probability vs. loss probability

1.10

1.33

-0.23

Calmar ratio

Return relative to maximum drawdown

1.38

6.54

-5.16

Martin ratio

Return relative to average drawdown

3.97

20.25

-16.28

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JARI.DE vs. WTDX.DE - Sharpe Ratio Comparison

The current JARI.DE Sharpe Ratio is 0.49, which is lower than the WTDX.DE Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of JARI.DE and WTDX.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Loading graphics...

Sharpe Ratios by Period

JARI.DEWTDX.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.49

1.72

-1.22

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

1.26

-1.23

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.83

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.56

-0.34

Correlation

The correlation between JARI.DE and WTDX.DE is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

JARI.DE vs. WTDX.DE - Dividend Comparison

JARI.DE has not paid dividends to shareholders, while WTDX.DE's dividend yield for the trailing twelve months is around 1.29%.

TTM20252024202320222021202020192018201720162015
JARI.DE
Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C)		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		1.29%1.52%1.39%1.83%2.16%1.26%1.88%1.80%1.82%1.07%1.73%0.05%

Drawdowns

JARI.DE vs. WTDX.DE - Drawdown Comparison

The maximum JARI.DE drawdown since its inception was -23.16%, smaller than the maximum WTDX.DE drawdown of -34.50%. Use the drawdown chart below to compare losses from any high point for JARI.DE and WTDX.DE.

Loading graphics...

Drawdown Indicators

JARI.DEWTDX.DEDifference

Max Drawdown

Largest peak-to-trough decline

-23.16%

-34.50%

+11.34%

Max Drawdown (1Y)

Largest decline over 1 year

-10.21%

-8.09%

-2.12%

Max Drawdown (5Y)

Largest decline over 5 years

-23.16%

-23.63%

+0.47%

Max Drawdown (10Y)

Largest decline over 10 years

—

-32.85%

—

Current Drawdown

Current decline from peak

-7.65%

-3.69%

-3.96%

Average Drawdown

Average peak-to-trough decline

-11.63%

-8.04%

-3.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.55%

2.61%

+0.94%

Volatility

JARI.DE vs. WTDX.DE - Volatility Comparison

The current volatility for Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.DE) is 7.36%, while WisdomTree Japan Equity UCITS ETF USD Hedged (WTDX.DE) has a volatility of 7.86%. This indicates that JARI.DE experiences smaller price fluctuations and is considered to be less risky than WTDX.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading graphics...

Volatility by Period

JARI.DEWTDX.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.36%

7.86%

-0.50%

Volatility (6M)

Calculated over the trailing 6-month period

13.61%

15.13%

-1.52%

Volatility (1Y)

Calculated over the trailing 1-year period

18.75%

23.54%

-4.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.93%

19.39%

-3.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.79%

20.33%

-4.54%