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SODJ.DE vs. EUNL.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SODJ.DE vs. EUNL.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares MSCI Japan Screened UCITS ETF USD (Dist) (SODJ.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SODJ.DE achieves a 19.83% return, which is significantly higher than EUNL.DE's 12.99% return.


SODJ.DE

1D
-0.93%
1M
0.91%
6M
13.29%
YTD
19.83%
1Y
38.84%
3Y*
17.00%
5Y*
9.95%
10Y*

EUNL.DE

1D
0.19%
1M
1.63%
6M
10.96%
YTD
12.99%
1Y
23.79%
3Y*
18.19%
5Y*
12.32%
10Y*
12.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SODJ.DE vs. EUNL.DE - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
SODJ.DE
iShares MSCI Japan Screened UCITS ETF USD (Dist)
19.83%11.64%13.20%15.83%-12.75%9.54%6.05%23.50%-21.34%
EUNL.DE
iShares Core MSCI World UCITS ETF USD (Acc)
12.99%7.91%25.93%20.12%-13.59%32.72%5.48%31.35%-8.26%

Correlation

The correlation between SODJ.DE and EUNL.DE is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.66

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

0.64

Correlation (5Y)
Calculated over the trailing 5-year period

0.65

Correlation (All Time)
Calculated using the full available price history since Oct 19, 2018

0.69

The correlation between SODJ.DE and EUNL.DE has been stable across timeframes, ranging from 0.64 to 0.69 - a consistent structural relationship.

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Return for Risk

SODJ.DE vs. EUNL.DE — Risk / Return Rank

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

SODJ.DE
SODJ.DE Risk / Return Rank: 7878
Overall Rank
SODJ.DE Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
SODJ.DE Sortino Ratio Rank: 7777
Sortino Ratio Rank
SODJ.DE Omega Ratio Rank: 7575
Omega Ratio Rank
SODJ.DE Calmar Ratio Rank: 8484
Calmar Ratio Rank
SODJ.DE Martin Ratio Rank: 7979
Martin Ratio Rank

EUNL.DE
EUNL.DE Risk / Return Rank: 8484
Overall Rank
EUNL.DE Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
EUNL.DE Sortino Ratio Rank: 8282
Sortino Ratio Rank
EUNL.DE Omega Ratio Rank: 8282
Omega Ratio Rank
EUNL.DE Calmar Ratio Rank: 8686
Calmar Ratio Rank
EUNL.DE Martin Ratio Rank: 8989
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.

SODJ.DE vs. EUNL.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan Screened UCITS ETF USD (Dist) (SODJ.DE) and iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.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.


SODJ.DEEUNL.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.16

Sortino ratioReturn per unit of downside risk

-0.14

Omega ratioGain probability vs. loss probability

1.35

1.39

-0.03

Calmar ratioReturn relative to maximum drawdown

3.65

3.81

-0.15

Martin ratioReturn relative to average drawdown

11.99

15.36

-3.37

SODJ.DE vs. EUNL.DE - Sharpe Ratio Comparison

The current SODJ.DE Sharpe Ratio is 1.93, which is comparable to the EUNL.DE Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of SODJ.DE and EUNL.DE, 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

SODJ.DE vs. EUNL.DE - Drawdown Comparison

The maximum SODJ.DE drawdown since its inception was -28.10%, smaller than the maximum EUNL.DE drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for SODJ.DE and EUNL.DE.


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Drawdown Indicators


SODJ.DEEUNL.DEDifference

Max Drawdown

Largest peak-to-trough decline

-28.10%

-33.63%

+5.53%

Max Drawdown (1Y)

Largest decline over 1 year

-10.58%

-6.22%

-4.36%

Max Drawdown (3Y)

Largest decline over 3 years

-17.20%

-21.73%

+4.53%

Max Drawdown (5Y)

Largest decline over 5 years

-19.26%

-21.73%

+2.47%

Max Drawdown (10Y)

Largest decline over 10 years

-33.63%

Current Drawdown

Current decline from peak

-3.76%

-0.04%

-3.72%

Average Drawdown

Average peak-to-trough decline

-7.23%

-4.20%

-3.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.23%

1.54%

+1.69%

Volatility

SODJ.DE vs. EUNL.DE - Volatility Comparison

iShares MSCI Japan Screened UCITS ETF USD (Dist) (SODJ.DE) has a higher volatility of 6.73% compared to iShares Core MSCI World UCITS ETF USD (Acc) (EUNL.DE) at 2.45%. This indicates that SODJ.DE's price experiences larger fluctuations and is considered to be riskier than EUNL.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SODJ.DEEUNL.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.73%

2.45%

+4.28%

Volatility (6M)

Calculated over the trailing 6-month period

16.20%

7.99%

+8.21%

Volatility (1Y)

Calculated over the trailing 1-year period

20.01%

11.34%

+8.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.96%

14.18%

+2.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.22%

15.11%

+3.11%

SODJ.DE vs. EUNL.DE - Expense Ratio Comparison

SODJ.DE has a 0.15% expense ratio, which is lower than EUNL.DE's 0.20% 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

SODJ.DE vs. EUNL.DE - Dividend Comparison

SODJ.DE's dividend yield for the trailing twelve months is around 1.47%, while EUNL.DE has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
EUNL.DE
iShares Core MSCI World UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SODJ.DE
iShares MSCI Japan Screened UCITS ETF USD (Dist)
1.47%1.69%1.86%1.80%2.21%1.61%1.60%1.80%

Frequently Asked Questions


SODJ.DE and EUNL.DE have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SODJ.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SODJ.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for EUNL.DE.

SODJ.DE is categorized as Japan Equities, while EUNL.DE is Global Equities. SODJ.DE tracks MSCI Japan Screened Index, while EUNL.DE tracks MSCI World Index. Their fees differ too: 0.15% for SODJ.DE and 0.20% for EUNL.DE.

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