JARI.L vs. SJPA.L
Compare and contrast key facts about Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.L) and iShares Core MSCI Japan IMI UCITS ETF (SJPA.L).
JARI.L and SJPA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JARI.L is a passively managed fund by Amundi that tracks the performance of the TOPIX TR JPY. It was launched on Oct 13, 2020. SJPA.L is a passively managed fund by iShares that tracks the performance of the TOPIX TR JPY. It was launched on Sep 25, 2009. Both JARI.L and SJPA.L 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.L vs. SJPA.L - Performance Comparison
Loading graphics...
JARI.L vs. SJPA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
JARI.L Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) | 2.29% | 10.15% | -2.37% | 5.00% | -10.79% | -1.95% |
SJPA.L iShares Core MSCI Japan IMI UCITS ETF | 9.33% | 18.19% | 8.36% | 12.76% | -6.21% | -2.65% |
Returns By Period
In the year-to-date period, JARI.L achieves a 2.29% return, which is significantly lower than SJPA.L's 9.33% return.
JARI.L
- 1D
- 3.39%
- 1M
- -1.87%
- YTD
- 2.29%
- 6M
- 5.63%
- 1Y
- 13.06%
- 3Y*
- 3.60%
- 5Y*
- 0.88%
- 10Y*
- —
SJPA.L
- 1D
- 4.55%
- 1M
- -2.67%
- YTD
- 9.33%
- 6M
- 14.11%
- 1Y
- 30.33%
- 3Y*
- 14.87%
- 5Y*
- 8.33%
- 10Y*
- 9.93%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
JARI.L vs. SJPA.L - Expense Ratio Comparison
JARI.L has a 0.18% expense ratio, which is higher than SJPA.L's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
JARI.L vs. SJPA.L — Risk / Return Rank
JARI.L
SJPA.L
JARI.L vs. SJPA.L - 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.L) and iShares Core MSCI Japan IMI UCITS ETF (SJPA.L). 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.L | SJPA.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.62 | -0.89 |
Sortino ratioReturn per unit of downside risk | 1.12 | 2.26 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.32 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 2.92 | -1.68 |
Martin ratioReturn relative to average drawdown | 3.89 | 10.85 | -6.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| JARI.L | SJPA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.62 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.55 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.55 | -0.54 |
Correlation
The correlation between JARI.L and SJPA.L is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JARI.L vs. SJPA.L - Dividend Comparison
Neither JARI.L nor SJPA.L has paid dividends to shareholders.
Drawdowns
JARI.L vs. SJPA.L - Drawdown Comparison
The maximum JARI.L drawdown since its inception was -22.78%, smaller than the maximum SJPA.L drawdown of -24.73%. Use the drawdown chart below to compare losses from any high point for JARI.L and SJPA.L.
Loading graphics...
Drawdown Indicators
| JARI.L | SJPA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.78% | -24.73% | +1.95% |
Max Drawdown (1Y)Largest decline over 1 year | -10.47% | -10.71% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -22.78% | -18.93% | -3.85% |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.73% | — |
Current DrawdownCurrent decline from peak | -4.82% | -5.19% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -6.72% | -5.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.88% | +0.48% |
Volatility
JARI.L vs. SJPA.L - Volatility Comparison
The current volatility for Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.L) is 7.78%, while iShares Core MSCI Japan IMI UCITS ETF (SJPA.L) has a volatility of 8.57%. This indicates that JARI.L experiences smaller price fluctuations and is considered to be less risky than SJPA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| JARI.L | SJPA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.78% | 8.57% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 13.71% | 14.11% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 18.61% | -0.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.47% | 15.24% | +2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.70% | 15.68% | +2.02% |