Correlation
The correlation between JPAN and LCJP.L is 0.40, 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. LCJP.L
Compare and contrast key facts about Matthews Japan Active ETF (JPAN) and Amundi MSCI Japan UCITS ETF Acc (LCJP.L).
JPAN and LCJP.L 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. LCJP.L is a passively managed fund by Amundi that tracks the performance of the TOPIX TR JPY. It was launched on Feb 28, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPAN or LCJP.L.
Performance
JPAN vs. LCJP.L - Performance Comparison
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Key characteristics
JPAN:
0.81
LCJP.L:
0.28
JPAN:
1.15
LCJP.L:
0.45
JPAN:
1.16
LCJP.L:
1.06
JPAN:
1.07
LCJP.L:
0.30
JPAN:
3.38
LCJP.L:
1.09
JPAN:
4.84%
LCJP.L:
4.05%
JPAN:
21.38%
LCJP.L:
18.56%
JPAN:
-15.25%
LCJP.L:
-26.61%
JPAN:
-0.96%
LCJP.L:
-1.70%
Returns By Period
In the year-to-date period, JPAN achieves a 10.64% return, which is significantly higher than LCJP.L's 2.55% return.
JPAN
10.64%
5.11%
8.86%
17.28%
N/A
N/A
N/A
LCJP.L
2.55%
3.01%
2.17%
5.32%
8.57%
6.30%
N/A
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JPAN vs. LCJP.L - Expense Ratio Comparison
JPAN has a 0.79% expense ratio, which is higher than LCJP.L's 0.12% expense ratio.
Risk-Adjusted Performance
JPAN vs. LCJP.L — Risk-Adjusted Performance Rank
JPAN
LCJP.L
JPAN vs. LCJP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Japan Active ETF (JPAN) and Amundi MSCI Japan UCITS ETF Acc (LCJP.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.
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Dividends
JPAN vs. LCJP.L - Dividend Comparison
JPAN's dividend yield for the trailing twelve months is around 1.38%, while LCJP.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | |
|---|---|---|---|
JPAN Matthews Japan Active ETF | 1.38% | 1.53% | 0.51% |
LCJP.L Amundi MSCI Japan UCITS ETF Acc | 0.00% | 0.00% | 0.00% |
Drawdowns
JPAN vs. LCJP.L - Drawdown Comparison
The maximum JPAN drawdown since its inception was -15.25%, smaller than the maximum LCJP.L drawdown of -26.61%. Use the drawdown chart below to compare losses from any high point for JPAN and LCJP.L.
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Volatility
JPAN vs. LCJP.L - Volatility Comparison
Matthews Japan Active ETF (JPAN) and Amundi MSCI Japan UCITS ETF Acc (LCJP.L) have volatilities of 4.35% and 4.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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