LCJP.L vs. SGJP.L
Compare and contrast key facts about Amundi MSCI Japan UCITS ETF Acc (LCJP.L) and iShares MSCI Japan ESG Screened UCITS ETF USD (Acc) (SGJP.L).
LCJP.L and SGJP.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SGJP.L is a passively managed fund by iShares that tracks the performance of the TOPIX TR JPY. It was launched on Oct 19, 2018. Both LCJP.L and SGJP.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCJP.L or SGJP.L.
Key characteristics
| LCJP.L | SGJP.L | |
|---|---|---|
| YTD Return | 8.36% | 8.00% |
| 1Y Return | 14.05% | 13.44% |
| 3Y Return (Ann) | 5.72% | 5.29% |
| Sharpe Ratio | 1.04 | 0.99 |
| Daily Std Dev | 13.46% | 13.47% |
| Max Drawdown | -26.61% | -18.79% |
| Current Drawdown | -4.19% | -4.44% |
Correlation
The correlation between LCJP.L and SGJP.L is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LCJP.L vs. SGJP.L - Performance Comparison
The year-to-date returns for both stocks are quite close, with LCJP.L having a 8.36% return and SGJP.L slightly lower at 8.00%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LCJP.L vs. SGJP.L - Expense Ratio Comparison
LCJP.L has a 0.12% expense ratio, which is lower than SGJP.L's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LCJP.L vs. SGJP.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI Japan UCITS ETF Acc (LCJP.L) and iShares MSCI Japan ESG Screened UCITS ETF USD (Acc) (SGJP.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.
Dividends
LCJP.L vs. SGJP.L - Dividend Comparison
Neither LCJP.L nor SGJP.L has paid dividends to shareholders.
Drawdowns
LCJP.L vs. SGJP.L - Drawdown Comparison
The maximum LCJP.L drawdown since its inception was -26.61%, which is greater than SGJP.L's maximum drawdown of -18.79%. Use the drawdown chart below to compare losses from any high point for LCJP.L and SGJP.L. For additional features, visit the drawdowns tool.
Volatility
LCJP.L vs. SGJP.L - Volatility Comparison
Amundi MSCI Japan UCITS ETF Acc (LCJP.L) and iShares MSCI Japan ESG Screened UCITS ETF USD (Acc) (SGJP.L) have volatilities of 4.11% and 4.12%, 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.