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

Performance

JPSG.L vs. LDAP.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 L&G APAC ex-Japan Quality Dividends Equal Weight ETF USD Dis (LDAP.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

JPSG.L is traded in GBP, while LDAP.L is traded in USD. To make them comparable, the LDAP.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, JPSG.L achieves a 13.14% return, which is significantly lower than LDAP.L's 14.69% return.


JPSG.L

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

LDAP.L

1D
0.00%
1M
-4.06%
6M
12.95%
YTD
14.69%
1Y
20.99%
3Y*
18.06%
5Y*
9.65%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023
JPSG.L
iShares MSCI Japan SRI UCITS ETF
13.14%23.27%17.32%21.38%
LDAP.L
L&G APAC ex-Japan Quality Dividends Equal Weight ETF USD Dis
14.69%25.93%5.62%6.42%

Correlation

The correlation between JPSG.L and LDAP.L is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.35

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

0.35

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

0.36

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Return for Risk

JPSG.L vs. LDAP.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

LDAP.L
LDAP.L Risk / Return Rank: 5555
Overall Rank
LDAP.L Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
LDAP.L Sortino Ratio Rank: 5858
Sortino Ratio Rank
LDAP.L Omega Ratio Rank: 5454
Omega Ratio Rank
LDAP.L Calmar Ratio Rank: 5757
Calmar Ratio Rank
LDAP.L Martin Ratio Rank: 4646
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. LDAP.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 L&G APAC ex-Japan Quality Dividends Equal Weight ETF USD Dis (LDAP.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.LLDAP.LDifference
Sharpe ratioReturn per unit of total volatility

+0.40

Sortino ratioReturn per unit of downside risk

+0.59

Omega ratioGain probability vs. loss probability

1.34

1.27

+0.07

Calmar ratioReturn relative to maximum drawdown

3.76

2.28

+1.48

Martin ratioReturn relative to average drawdown

11.53

5.83

+5.70

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

The current JPSG.L Sharpe Ratio is 1.89, which is comparable to the LDAP.L Sharpe Ratio of 1.49. The chart below compares the historical Sharpe Ratios of JPSG.L and LDAP.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. LDAP.L - Drawdown Comparison

The maximum JPSG.L drawdown since its inception was -20.02%, smaller than the maximum LDAP.L drawdown of -99.19%. Use the drawdown chart below to compare losses from any high point for JPSG.L and LDAP.L.


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Drawdown Indicators


JPSG.LLDAP.LDifference

Max Drawdown

Largest peak-to-trough decline

-20.02%

-99.19%

+79.17%

Max Drawdown (1Y)

Largest decline over 1 year

-9.67%

-9.62%

-0.05%

Max Drawdown (3Y)

Largest decline over 3 years

-20.02%

-20.15%

+0.13%

Max Drawdown (5Y)

Largest decline over 5 years

-26.81%

Current Drawdown

Current decline from peak

-1.15%

-98.38%

+97.23%

Average Drawdown

Average peak-to-trough decline

-3.53%

-98.64%

+95.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.16%

3.78%

-0.62%

Volatility

JPSG.L vs. LDAP.L - Volatility Comparison

iShares MSCI Japan SRI UCITS ETF (JPSG.L) and L&G APAC ex-Japan Quality Dividends Equal Weight ETF USD Dis (LDAP.L) have volatilities of 4.98% and 4.84%, 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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Volatility by Period


JPSG.LLDAP.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.98%

4.84%

+0.14%

Volatility (6M)

Calculated over the trailing 6-month period

14.35%

12.40%

+1.95%

Volatility (1Y)

Calculated over the trailing 1-year period

19.26%

14.79%

+4.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.04%

26.52%

-7.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.04%

50.34%

-31.30%

Dividends

JPSG.L vs. LDAP.L - Dividend Comparison

JPSG.L has not paid dividends to shareholders, while LDAP.L's dividend yield for the trailing twelve months is around 3.83%.


PositionTTM20252024202320222021
JPSG.L
iShares MSCI Japan SRI UCITS ETF
0.00%0.00%0.00%0.00%0.00%0.00%
LDAP.L
L&G APAC ex-Japan Quality Dividends Equal Weight ETF USD Dis
3.83%4.23%4.86%5.25%4.92%2.23%

Frequently Asked Questions


JPSG.L and LDAP.L have a correlation of 0.35, 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 LDAP.L tracks L&G APAC ex-Japan Quality Dividends Equal Weight ETF USD Dis. They also come from different issuers: iShares and L&G.

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