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

Performance

JPSG.L vs. TPXG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc) (JPSG.L) and Amundi Japan Topix UCITS ETF JPY (TPXG.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 TPXG.L is traded in GBp. To make them comparable, the TPXG.L values have been converted to GBP using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with JPSG.L having a 11.87% return and TPXG.L slightly higher at 12.34%.


JPSG.L

1D
-1.43%
1M
2.78%
6M
7.13%
YTD
11.87%
1Y
32.10%
3Y*
19.68%
5Y*
10Y*

TPXG.L

1D
-1.89%
1M
-4.33%
6M
5.74%
YTD
12.34%
1Y
28.73%
3Y*
15.12%
5Y*
9.36%
10Y*
8.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)202520242023
JPSG.L
iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc)
11.87%23.27%17.32%21.38%
TPXG.L
Amundi Japan Topix UCITS ETF JPY
12.34%18.25%8.19%10.33%

Correlation

The correlation between JPSG.L and TPXG.L is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.78

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

0.78

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

0.78

The correlation between JPSG.L and TPXG.L has been stable across timeframes, ranging from 0.78 to 0.78 - a consistent structural relationship.

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Return for Risk

JPSG.L vs. TPXG.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: 7373
Overall Rank
JPSG.L Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
JPSG.L Sortino Ratio Rank: 7070
Sortino Ratio Rank
JPSG.L Omega Ratio Rank: 6868
Omega Ratio Rank
JPSG.L Calmar Ratio Rank: 8383
Calmar Ratio Rank
JPSG.L Martin Ratio Rank: 7575
Martin Ratio Rank

TPXG.L
TPXG.L Risk / Return Rank: 6262
Overall Rank
TPXG.L Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
TPXG.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
TPXG.L Omega Ratio Rank: 6161
Omega Ratio Rank
TPXG.L Calmar Ratio Rank: 6969
Calmar Ratio Rank
TPXG.L Martin Ratio Rank: 6161
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. TPXG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc) (JPSG.L) and Amundi Japan Topix UCITS ETF JPY (TPXG.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.LTPXG.LDifference
Sharpe ratioReturn per unit of total volatility

+0.10

Sortino ratioReturn per unit of downside risk

+0.20

Omega ratioGain probability vs. loss probability

1.30

1.29

+0.01

Calmar ratioReturn relative to maximum drawdown

3.30

2.71

+0.60

Martin ratioReturn relative to average drawdown

10.11

8.39

+1.72

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

The current JPSG.L Sharpe Ratio is 1.67, which is comparable to the TPXG.L Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of JPSG.L and TPXG.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. TPXG.L - Drawdown Comparison

The maximum JPSG.L drawdown since its inception was -20.02%, smaller than the maximum TPXG.L drawdown of -59.09%. Use the drawdown chart below to compare losses from any high point for JPSG.L and TPXG.L.


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Drawdown Indicators


JPSG.LTPXG.LDifference

Max Drawdown

Largest peak-to-trough decline

-20.02%

-59.09%

+39.07%

Max Drawdown (1Y)

Largest decline over 1 year

-9.67%

-10.57%

+0.90%

Max Drawdown (3Y)

Largest decline over 3 years

-20.02%

-13.59%

-6.43%

Max Drawdown (5Y)

Largest decline over 5 years

-18.63%

Max Drawdown (10Y)

Largest decline over 10 years

-49.79%

Current Drawdown

Current decline from peak

-2.26%

-6.31%

+4.05%

Average Drawdown

Average peak-to-trough decline

-3.53%

-17.26%

+13.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.17%

3.42%

-0.25%

Volatility

JPSG.L vs. TPXG.L - Volatility Comparison

The current volatility for iShares MSCI Japan SRI UCITS ETF GBP Hedged (Acc) (JPSG.L) is 5.14%, while Amundi Japan Topix UCITS ETF JPY (TPXG.L) has a volatility of 5.84%. This indicates that JPSG.L experiences smaller price fluctuations and is considered to be less risky than TPXG.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.LTPXG.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.14%

5.84%

-0.70%

Volatility (6M)

Calculated over the trailing 6-month period

14.42%

15.22%

-0.80%

Volatility (1Y)

Calculated over the trailing 1-year period

19.31%

18.29%

+1.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.05%

15.54%

+3.51%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.05%

29.42%

-10.37%

JPSG.L vs. TPXG.L - Expense Ratio Comparison

JPSG.L has a 0.25% expense ratio, which is higher than TPXG.L's 0.20% 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%.


Dividends

JPSG.L vs. TPXG.L - Dividend Comparison

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


Tickers have no history of dividend payments

Frequently Asked Questions


JPSG.L and TPXG.L have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TPXG.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TPXG.L is cheaper with a 0.20% expense ratio, compared with 0.25% for JPSG.L.

JPSG.L tracks MSCI Japan SRI Select Reduced Fossil Fuel Index, while TPXG.L tracks TOPIX TR JPY. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.25% for JPSG.L and 0.20% for TPXG.L.

Portfolio Optimizer

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