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

Performance

JREI.L vs. TPXG.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPM Japan Research Enhanced Index Equity Active UCITS ETF USD (Dist) (JREI.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

JREI.L is traded in USD, while TPXG.L is traded in GBp. To make them comparable, the TPXG.L values have been converted to USD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both stocks are quite close, with JREI.L having a 12.43% return and TPXG.L slightly lower at 12.27%.


JREI.L

1D
-2.47%
1M
-5.81%
6M
5.94%
YTD
12.43%
1Y
29.18%
3Y*
15.87%
5Y*
10Y*

TPXG.L

1D
-2.10%
1M
-3.18%
6M
6.31%
YTD
12.27%
1Y
29.06%
3Y*
16.32%
5Y*
8.87%
10Y*
8.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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


2026 (YTD)2025202420232022
JREI.L
JPM Japan Research Enhanced Index Equity Active UCITS ETF USD (Dist)
12.43%24.16%7.95%20.04%-10.89%
TPXG.L
Amundi Japan Topix UCITS ETF JPY
12.27%27.17%6.39%19.44%-8.80%

Correlation

The correlation between JREI.L and TPXG.L is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


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

0.95

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

0.92

Correlation (All Time)
Calculated using the full available price history since Mar 29, 2022

0.91

The correlation between JREI.L and TPXG.L has been stable across timeframes, ranging from 0.91 to 0.95 - a consistent structural relationship.

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Return for Risk

JREI.L vs. TPXG.L — Risk / Return Rank

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

JREI.L
JREI.L Risk / Return Rank: 5656
Overall Rank
JREI.L Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
JREI.L Sortino Ratio Rank: 5353
Sortino Ratio Rank
JREI.L Omega Ratio Rank: 5151
Omega Ratio Rank
JREI.L Calmar Ratio Rank: 6464
Calmar Ratio Rank
JREI.L Martin Ratio Rank: 5858
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.

JREI.L vs. TPXG.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPM Japan Research Enhanced Index Equity Active UCITS ETF USD (Dist) (JREI.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.


JREI.LTPXG.LDifference
Sharpe ratioReturn per unit of total volatility

-0.12

Sortino ratioReturn per unit of downside risk

-0.13

Omega ratioGain probability vs. loss probability

1.25

1.27

-0.02

Calmar ratioReturn relative to maximum drawdown

2.37

2.32

+0.04

Martin ratioReturn relative to average drawdown

7.57

7.70

-0.13

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

The current JREI.L Sharpe Ratio is 1.34, which is comparable to the TPXG.L Sharpe Ratio of 1.46. The chart below compares the historical Sharpe Ratios of JREI.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

JREI.L vs. TPXG.L - Drawdown Comparison

The maximum JREI.L drawdown since its inception was -21.64%, smaller than the maximum TPXG.L drawdown of -68.70%. Use the drawdown chart below to compare losses from any high point for JREI.L and TPXG.L.


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Drawdown Indicators


JREI.LTPXG.LDifference

Max Drawdown

Largest peak-to-trough decline

-21.64%

-68.70%

+47.06%

Max Drawdown (1Y)

Largest decline over 1 year

-12.26%

-12.44%

+0.18%

Max Drawdown (3Y)

Largest decline over 3 years

-14.85%

-14.46%

-0.39%

Max Drawdown (5Y)

Largest decline over 5 years

-32.21%

Max Drawdown (10Y)

Largest decline over 10 years

-57.14%

Current Drawdown

Current decline from peak

-7.48%

-4.90%

-2.58%

Average Drawdown

Average peak-to-trough decline

-5.13%

-27.38%

+22.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.84%

3.77%

+0.07%

Volatility

JREI.L vs. TPXG.L - Volatility Comparison

JPM Japan Research Enhanced Index Equity Active UCITS ETF USD (Dist) (JREI.L) has a higher volatility of 7.31% compared to Amundi Japan Topix UCITS ETF JPY (TPXG.L) at 6.20%. This indicates that JREI.L's price experiences larger fluctuations and is considered to be riskier 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


JREI.LTPXG.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.31%

6.20%

+1.11%

Volatility (6M)

Calculated over the trailing 6-month period

18.19%

16.41%

+1.78%

Volatility (1Y)

Calculated over the trailing 1-year period

21.73%

19.83%

+1.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.59%

17.67%

+0.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.59%

29.49%

-10.90%

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

JREI.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

JREI.L vs. TPXG.L - Dividend Comparison

JREI.L's dividend yield for the trailing twelve months is around 1.53%, while TPXG.L has not paid dividends to shareholders.


PositionTTM2025202420232022
JREI.L
JPM Japan Research Enhanced Index Equity Active UCITS ETF USD (Dist)
1.53%1.76%1.58%1.66%2.01%
TPXG.L
Amundi Japan Topix UCITS ETF JPY
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.95, JREI.L and TPXG.L move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

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 JREI.L.

They also come from different issuers: JPMorgan and Amundi. Their fees differ too: 0.25% for JREI.L and 0.20% for TPXG.L.

Portfolio Optimizer

Find the right allocation for JREI.L and TPXG.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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