Correlation
The correlation between JPAN and EWJV is 0.48, 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.
JPAN vs. EWJV
Compare and contrast key facts about Matthews Japan Active ETF (JPAN) and iShares MSCI Japan Value ETF (EWJV).
JPAN and EWJV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPAN is an actively managed fund by Matthews Asia. It was launched on Sep 21, 2023. EWJV is a passively managed fund by iShares that tracks the performance of the MSCI Japan Value Index. It was launched on Mar 5, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPAN or EWJV.
Performance
JPAN vs. EWJV - Performance Comparison
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Key characteristics
JPAN:
0.81
EWJV:
0.66
JPAN:
1.15
EWJV:
0.96
JPAN:
1.16
EWJV:
1.13
JPAN:
1.07
EWJV:
0.89
JPAN:
3.38
EWJV:
3.04
JPAN:
4.84%
EWJV:
4.27%
JPAN:
21.38%
EWJV:
21.24%
JPAN:
-15.25%
EWJV:
-30.05%
JPAN:
-0.96%
EWJV:
-0.79%
Returns By Period
In the year-to-date period, JPAN achieves a 10.64% return, which is significantly lower than EWJV's 13.04% return.
JPAN
10.64%
5.11%
8.86%
17.28%
N/A
N/A
N/A
EWJV
13.04%
3.03%
11.69%
13.96%
15.61%
12.51%
N/A
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JPAN vs. EWJV - Expense Ratio Comparison
JPAN has a 0.79% expense ratio, which is higher than EWJV's 0.15% expense ratio.
Risk-Adjusted Performance
JPAN vs. EWJV — Risk-Adjusted Performance Rank
JPAN
EWJV
JPAN vs. EWJV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Japan Active ETF (JPAN) and iShares MSCI Japan Value ETF (EWJV). 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.
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Dividends
JPAN vs. EWJV - Dividend Comparison
JPAN's dividend yield for the trailing twelve months is around 1.38%, less than EWJV's 3.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
JPAN Matthews Japan Active ETF | 1.38% | 1.53% | 0.51% | 0.00% | 0.00% | 0.00% | 0.00% |
EWJV iShares MSCI Japan Value ETF | 3.63% | 4.10% | 3.32% | 2.71% | 2.47% | 1.97% | 4.29% |
Drawdowns
JPAN vs. EWJV - Drawdown Comparison
The maximum JPAN drawdown since its inception was -15.25%, smaller than the maximum EWJV drawdown of -30.05%. Use the drawdown chart below to compare losses from any high point for JPAN and EWJV.
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Volatility
JPAN vs. EWJV - Volatility Comparison
Matthews Japan Active ETF (JPAN) has a higher volatility of 4.35% compared to iShares MSCI Japan Value ETF (EWJV) at 3.98%. This indicates that JPAN's price experiences larger fluctuations and is considered to be riskier than EWJV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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