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JPSG.L vs. IJPH.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

JPSG.L vs. IJPH.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares MSCI Japan SRI UCITS ETF (JPSG.L) and iShares MSCI Japan GBP Hedged UCITS ETF (IJPH.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, JPSG.L achieves a 13.14% return, which is significantly lower than IJPH.L's 22.15% return.


JPSG.L

1D
0.17%
1M
5.30%
6M
7.68%
YTD
13.14%
1Y
35.33%
3Y*
20.60%
5Y*
10Y*

IJPH.L

1D
-1.00%
1M
1.08%
6M
14.52%
YTD
22.15%
1Y
52.01%
3Y*
28.65%
5Y*
21.31%
10Y*
15.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

JPSG.L vs. IJPH.L - Yearly Performance Comparison


2026 (YTD)202520242023
JPSG.L
iShares MSCI Japan SRI UCITS ETF
13.14%23.27%17.32%21.38%
IJPH.L
iShares MSCI Japan GBP Hedged UCITS ETF
22.15%29.37%23.82%28.81%

Correlation

The correlation between JPSG.L and IJPH.L is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.83

Correlation (3Y)
Calculated over the trailing 3-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Mar 27, 2023

0.90

The correlation between JPSG.L and IJPH.L has been stable across timeframes, ranging from 0.83 to 0.90 - a consistent structural relationship.

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Return for Risk

JPSG.L vs. IJPH.L — Risk / Return Rank

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

JPSG.L
JPSG.L Risk / Return Rank: 7777
Overall Rank
JPSG.L Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
JPSG.L Sortino Ratio Rank: 7575
Sortino Ratio Rank
JPSG.L Omega Ratio Rank: 7373
Omega Ratio Rank
JPSG.L Calmar Ratio Rank: 8585
Calmar Ratio Rank
JPSG.L Martin Ratio Rank: 7878
Martin Ratio Rank

IJPH.L
IJPH.L Risk / Return Rank: 9191
Overall Rank
IJPH.L Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
IJPH.L Sortino Ratio Rank: 9090
Sortino Ratio Rank
IJPH.L Omega Ratio Rank: 8989
Omega Ratio Rank
IJPH.L Calmar Ratio Rank: 9494
Calmar Ratio Rank
IJPH.L Martin Ratio Rank: 9292
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.

JPSG.L vs. IJPH.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan SRI UCITS ETF (JPSG.L) and iShares MSCI Japan GBP Hedged UCITS ETF (IJPH.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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


JPSG.LIJPH.LDifference
Sharpe ratioReturn per unit of total volatility

-0.56

Sortino ratioReturn per unit of downside risk

-0.70

Omega ratioGain probability vs. loss probability

1.34

1.44

-0.10

Calmar ratioReturn relative to maximum drawdown

3.76

5.37

-1.61

Martin ratioReturn relative to average drawdown

11.53

18.17

-6.65

JPSG.L vs. IJPH.L - Sharpe Ratio Comparison

The current JPSG.L Sharpe Ratio is 1.89, which is comparable to the IJPH.L Sharpe Ratio of 2.46. The chart below compares the historical Sharpe Ratios of JPSG.L and IJPH.L, 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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Drawdowns

JPSG.L vs. IJPH.L - Drawdown Comparison

The maximum JPSG.L drawdown since its inception was -20.02%, smaller than the maximum IJPH.L drawdown of -34.55%. Use the drawdown chart below to compare losses from any high point for JPSG.L and IJPH.L.


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Drawdown Indicators


JPSG.LIJPH.LDifference

Max Drawdown

Largest peak-to-trough decline

-20.02%

-34.55%

+14.53%

Max Drawdown (1Y)

Largest decline over 1 year

-9.67%

-9.64%

-0.03%

Max Drawdown (3Y)

Largest decline over 3 years

-20.02%

-21.95%

+1.93%

Max Drawdown (5Y)

Largest decline over 5 years

-21.95%

Max Drawdown (10Y)

Largest decline over 10 years

-34.55%

Current Drawdown

Current decline from peak

-1.15%

-3.26%

+2.11%

Average Drawdown

Average peak-to-trough decline

-3.53%

-7.43%

+3.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.16%

2.85%

+0.31%

Volatility

JPSG.L vs. IJPH.L - Volatility Comparison

The current volatility for iShares MSCI Japan SRI UCITS ETF (JPSG.L) is 4.98%, while iShares MSCI Japan GBP Hedged UCITS ETF (IJPH.L) has a volatility of 6.94%. This indicates that JPSG.L experiences smaller price fluctuations and is considered to be less risky than IJPH.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


JPSG.LIJPH.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.98%

6.94%

-1.96%

Volatility (6M)

Calculated over the trailing 6-month period

14.35%

16.78%

-2.43%

Volatility (1Y)

Calculated over the trailing 1-year period

19.26%

21.08%

-1.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.04%

19.22%

-0.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.04%

18.92%

+0.12%

Dividends

JPSG.L vs. IJPH.L - Dividend Comparison

Neither JPSG.L nor IJPH.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


JPSG.L and IJPH.L have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

JPSG.L tracks iShares MSCI Japan SRI UCITS ETF, while IJPH.L tracks MSCI Japan 100% Hedged to GBP Index.

Portfolio Optimizer

Find the right allocation for JPSG.L and IJPH.L

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