LCUJ.DE vs. JARI.DE
LCUJ.DE (Amundi MSCI Japan UCITS ETF Acc) and JARI.DE (Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C)) are both Japan Equities funds from Amundi - LCUJ.DE tracks the MSCI Japan while JARI.DE tracks the TOPIX TR JPY. Both are passively managed. Over the past 5 years, LCUJ.DE returned 10.17%/yr vs 1.52%/yr for JARI.DE. Their correlation of 0.92 suggests significant overlap in exposure. LCUJ.DE charges 0.12%/yr vs 0.18%/yr for JARI.DE.
Performance
LCUJ.DE vs. JARI.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 JARI.DE's 3.03% 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*
- —
JARI.DE
- 1D
- -0.26%
- 1M
- 4.19%
- YTD
- 3.03%
- 6M
- 2.55%
- 1Y
- 9.99%
- 3Y*
- 1.75%
- 5Y*
- 1.52%
- 10Y*
- —
LCUJ.DE vs. JARI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
LCUJ.DE Amundi MSCI Japan UCITS ETF Acc | 17.36% | 12.70% | 13.58% | 16.52% | -12.48% | 10.04% | 10.96% |
JARI.DE Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) | 3.03% | 5.73% | 2.11% | 6.93% | -15.65% | 8.08% | 13.58% |
Correlation
The correlation between LCUJ.DE and JARI.DE is 0.89, 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 | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Oct 28, 2020 | 0.92 |
The correlation between LCUJ.DE and JARI.DE has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.
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Return for Risk
LCUJ.DE vs. JARI.DE — Risk / Return Rank
LCUJ.DE
JARI.DE
LCUJ.DE vs. JARI.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 Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.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 | JARI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.04 | ||
| Sortino ratioReturn per unit of downside risk | +1.49 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.11 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 3.00 | 0.97 | +2.03 |
| Martin ratioReturn relative to average drawdown | 9.68 | 2.81 | +6.88 |
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 | JARI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.61 | 0.57 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.09 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.24 | +0.28 |
Drawdowns
LCUJ.DE vs. JARI.DE - Drawdown Comparison
The maximum LCUJ.DE drawdown since its inception was -28.01%, which is greater than JARI.DE's maximum drawdown of -23.16%. Use the drawdown chart below to compare losses from any high point for LCUJ.DE and JARI.DE.
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Drawdown Indicators
| LCUJ.DE | JARI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.01% | -23.16% | -4.85% |
Max Drawdown (1Y)Largest decline over 1 year | -10.08% | -10.21% | +0.13% |
Max Drawdown (3Y)Largest decline over 3 years | -16.92% | -15.32% | -1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -19.10% | -23.16% | +4.06% |
Current DrawdownCurrent decline from peak | 0.00% | -5.68% | +5.68% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -11.49% | +5.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 3.55% | -0.42% |
Volatility
LCUJ.DE vs. JARI.DE - Volatility Comparison
Amundi MSCI Japan UCITS ETF Acc (LCUJ.DE) has a higher volatility of 4.13% compared to Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.DE) at 3.56%. This indicates that LCUJ.DE's price experiences larger fluctuations and is considered to be riskier than JARI.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 | JARI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 3.56% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 14.92% | 14.05% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.78% | 17.57% | +1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.63% | 16.04% | +0.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.10% | 15.89% | +1.21% |
LCUJ.DE vs. JARI.DE - Expense Ratio Comparison
LCUJ.DE has a 0.12% expense ratio, which is lower than JARI.DE's 0.18% 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%.
Dividends
LCUJ.DE vs. JARI.DE - Dividend Comparison
Neither LCUJ.DE nor JARI.DE has paid dividends to shareholders.
Frequently Asked Questions
LCUJ.DE and JARI.DE have a correlation of 0.89, 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 0.18% for JARI.DE.
LCUJ.DE tracks MSCI Japan, while JARI.DE tracks TOPIX TR JPY. Their fees differ too: 0.12% for LCUJ.DE and 0.18% for JARI.DE.
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