LCUJ.DE vs. IUS4.DE
LCUJ.DE (Amundi MSCI Japan UCITS ETF Acc) and IUS4.DE (iShares MSCI Japan Small Cap UCITS ETF (Dist)) are both Japan Equities funds - LCUJ.DE tracks the MSCI Japan while IUS4.DE tracks the MSCI Japan Small Cap. Both are passively managed. Over the past 5 years, LCUJ.DE returned 10.17%/yr vs 8.34%/yr for IUS4.DE. Their correlation of 0.88 suggests significant overlap in exposure. LCUJ.DE charges 0.12%/yr vs 0.58%/yr for IUS4.DE.
Performance
LCUJ.DE vs. IUS4.DE - Performance Comparison
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Returns By Period
In the year-to-date period, LCUJ.DE achieves a 17.36% return, which is significantly higher than IUS4.DE's 14.74% return.
LCUJ.DE
- 1D
- 0.81%
- 1M
- 3.93%
- YTD
- 17.36%
- 6M
- 17.31%
- 1Y
- 32.44%
- 3Y*
- 15.71%
- 5Y*
- 10.17%
- 10Y*
- —
IUS4.DE
- 1D
- 0.43%
- 1M
- 4.46%
- YTD
- 14.74%
- 6M
- 15.83%
- 1Y
- 27.46%
- 3Y*
- 14.63%
- 5Y*
- 8.34%
- 10Y*
- 7.46%
LCUJ.DE vs. IUS4.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LCUJ.DE Amundi MSCI Japan UCITS ETF Acc | 17.36% | 12.70% | 13.58% | 16.52% | -12.48% | 10.04% | 5.10% | 22.43% | -7.06% |
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 14.74% | 15.96% | 9.46% | 9.42% | -7.69% | 5.35% | -2.06% | 21.73% | -11.67% |
Correlation
The correlation between LCUJ.DE and IUS4.DE is 0.80, 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 | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.85 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2018 | 0.88 |
The correlation between LCUJ.DE and IUS4.DE has been stable across timeframes, ranging from 0.80 to 0.88 - a consistent structural relationship.
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Return for Risk
LCUJ.DE vs. IUS4.DE — Risk / Return Rank
LCUJ.DE
IUS4.DE
LCUJ.DE vs. IUS4.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi MSCI Japan UCITS ETF Acc (LCUJ.DE) and iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE). 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.
| LCUJ.DE | IUS4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.31 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 2.67 | +0.33 |
| Martin ratioReturn relative to average drawdown | 9.68 | 9.26 | +0.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCUJ.DE | IUS4.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.61 | 1.69 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.55 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.56 | -0.04 |
Drawdowns
LCUJ.DE vs. IUS4.DE - Drawdown Comparison
The maximum LCUJ.DE drawdown since its inception was -28.01%, smaller than the maximum IUS4.DE drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for LCUJ.DE and IUS4.DE.
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Drawdown Indicators
| LCUJ.DE | IUS4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.01% | -32.63% | +4.62% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | -10.12% | +0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -16.92% | -12.92% | -4.00% |
Max Drawdown (5Y)Largest decline over 5 years | -19.10% | -21.47% | +2.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.63% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.73% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -6.41% | +0.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.92% | +0.21% |
Volatility
LCUJ.DE vs. IUS4.DE - Volatility Comparison
Amundi MSCI Japan UCITS ETF Acc (LCUJ.DE) has a higher volatility of 4.13% compared to iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) at 3.47%. This indicates that LCUJ.DE's price experiences larger fluctuations and is considered to be riskier than IUS4.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCUJ.DE | IUS4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 3.47% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 14.92% | 13.58% | +1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.78% | 15.94% | +2.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.63% | 14.91% | +1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 15.94% | +1.16% |
LCUJ.DE vs. IUS4.DE - Expense Ratio Comparison
LCUJ.DE has a 0.12% expense ratio, which is lower than IUS4.DE's 0.58% expense ratio.
Dividends
LCUJ.DE vs. IUS4.DE - Dividend Comparison
LCUJ.DE has not paid dividends to shareholders, while IUS4.DE's dividend yield for the trailing twelve months is around 0.87%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 0.87% | 1.88% | 1.70% | 1.77% | 2.10% | 1.47% | 1.60% | 1.45% | 1.41% | 1.31% | 1.15% | 0.70% |
LCUJ.DE Amundi MSCI Japan UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LCUJ.DE and IUS4.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LCUJ.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LCUJ.DE is cheaper with a 0.12% expense ratio, compared with 0.58% for IUS4.DE.
LCUJ.DE tracks MSCI Japan, while IUS4.DE tracks MSCI Japan Small Cap. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.12% for LCUJ.DE and 0.58% for IUS4.DE.
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