NADA.DE vs. IUS4.DE
NADA.DE (Amundi Core MSCI Japan UCITS ETF Distributing) and IUS4.DE (iShares MSCI Japan Small Cap UCITS ETF (Dist)) are both Japan Equities funds - NADA.DE tracks the MSCI Japan Index while IUS4.DE tracks the MSCI Japan Small Cap. Both are passively managed. Over the past 5 years, NADA.DE returned 10.47%/yr vs 8.87%/yr for IUS4.DE. Their correlation of 0.87 suggests significant overlap in exposure. NADA.DE charges 0.12%/yr vs 0.58%/yr for IUS4.DE.
Performance
NADA.DE vs. IUS4.DE - Performance Comparison
Loading charts...
Returns By Period
The year-to-date returns for both stocks are quite close, with NADA.DE having a 19.90% return and IUS4.DE slightly lower at 19.30%.
NADA.DE
- 1D
- 0.49%
- 1M
- 3.64%
- YTD
- 19.90%
- 6M
- 20.31%
- 1Y
- 38.41%
- 3Y*
- 17.56%
- 5Y*
- 10.47%
- 10Y*
- —
IUS4.DE
- 1D
- 0.76%
- 1M
- 2.78%
- YTD
- 19.30%
- 6M
- 19.76%
- 1Y
- 34.48%
- 3Y*
- 17.18%
- 5Y*
- 8.87%
- 10Y*
- 8.07%
NADA.DE vs. IUS4.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
NADA.DE Amundi Core MSCI Japan UCITS ETF Distributing | 19.90% | 12.75% | 13.65% | 16.45% | -12.50% | 9.86% | 9.71% |
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 19.30% | 15.97% | 9.46% | 9.42% | -7.68% | 5.35% | 3.68% |
Correlation
The correlation between NADA.DE and IUS4.DE is 0.82, 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 | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.87 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2020 | 0.87 |
The correlation between NADA.DE and IUS4.DE has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
NADA.DE vs. IUS4.DE — Risk / Return Rank
NADA.DE
IUS4.DE
NADA.DE vs. IUS4.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi Core MSCI Japan UCITS ETF Distributing (NADA.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.
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.
| NADA.DE | IUS4.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.38 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.83 | 3.40 | +0.43 |
| Martin ratioReturn relative to average drawdown | 12.27 | 11.73 | +0.54 |
Loading charts...
Drawdowns
NADA.DE vs. IUS4.DE - Drawdown Comparison
The maximum NADA.DE drawdown since its inception was -19.09%, smaller than the maximum IUS4.DE drawdown of -51.61%. Use the drawdown chart below to compare losses from any high point for NADA.DE and IUS4.DE.
Loading charts...
Drawdown Indicators
| NADA.DE | IUS4.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.09% | -51.61% | +32.52% |
Max Drawdown (1Y)Largest decline over 1 year | -9.99% | -10.11% | +0.12% |
Max Drawdown (3Y)Largest decline over 3 years | -16.93% | -12.92% | -4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -19.09% | -21.46% | +2.37% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.62% | — |
Current DrawdownCurrent decline from peak | -2.85% | -0.21% | -2.64% |
Average DrawdownAverage peak-to-trough decline | -5.59% | -15.06% | +9.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.93% | +0.19% |
Volatility
NADA.DE vs. IUS4.DE - Volatility Comparison
Amundi Core MSCI Japan UCITS ETF Distributing (NADA.DE) has a higher volatility of 6.21% compared to iShares MSCI Japan Small Cap UCITS ETF (Dist) (IUS4.DE) at 3.82%. This indicates that NADA.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.
Loading charts...
Volatility by Period
| NADA.DE | IUS4.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 3.82% | +2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 15.74% | 13.84% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.33% | 16.24% | +3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.75% | 14.97% | +1.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.38% | 15.92% | +0.46% |
NADA.DE vs. IUS4.DE - Expense Ratio Comparison
NADA.DE has a 0.12% expense ratio, which is lower than IUS4.DE's 0.58% expense ratio.
Dividends
NADA.DE vs. IUS4.DE - Dividend Comparison
NADA.DE's dividend yield for the trailing twelve months is around 1.59%, less than IUS4.DE's 1.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUS4.DE iShares MSCI Japan Small Cap UCITS ETF (Dist) | 1.62% | 1.88% | 1.70% | 1.77% | 2.10% | 1.47% | 1.60% | 1.45% | 1.41% | 1.31% | 1.15% | 0.70% |
NADA.DE Amundi Core MSCI Japan UCITS ETF Distributing | 1.59% | 1.90% | 1.93% | 1.75% | 2.64% | 1.95% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
NADA.DE and IUS4.DE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, NADA.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
NADA.DE is cheaper with a 0.12% expense ratio, compared with 0.58% for IUS4.DE.
NADA.DE tracks MSCI Japan Index, while IUS4.DE tracks MSCI Japan Small Cap. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.12% for NADA.DE and 0.58% for IUS4.DE.
Find the right allocation for NADA.DE and IUS4.DE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer