SODJ.DE vs. EXX7.DE
SODJ.DE (iShares MSCI Japan Screened UCITS ETF USD (Dist)) and EXX7.DE (iShares Nikkei 225 UCITS ETF (DE)) are both Japan Equities funds from iShares - SODJ.DE tracks the MSCI Japan Screened Index while EXX7.DE tracks the Nikkei 225®. Both are passively managed. Over the past 5 years, SODJ.DE returned 9.95%/yr vs 12.39%/yr for EXX7.DE. Their correlation of 0.92 suggests significant overlap in exposure. SODJ.DE charges 0.15%/yr vs 0.51%/yr for EXX7.DE.
Performance
SODJ.DE vs. EXX7.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SODJ.DE achieves a 19.83% return, which is significantly lower than EXX7.DE's 32.78% 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*
- —
EXX7.DE
- 1D
- -1.13%
- 1M
- -2.21%
- 6M
- 25.01%
- YTD
- 32.78%
- 1Y
- 60.24%
- 3Y*
- 21.78%
- 5Y*
- 12.39%
- 10Y*
- 11.08%
SODJ.DE vs. EXX7.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
EXX7.DE iShares Nikkei 225 UCITS ETF (DE) | 32.78% | 15.66% | 13.98% | 17.44% | -15.74% | 2.85% | 13.66% | 24.14% | -8.93% |
Correlation
The correlation between SODJ.DE and EXX7.DE is 0.87, 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 | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Oct 19, 2018 | 0.92 |
The correlation between SODJ.DE and EXX7.DE has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.
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Return for Risk
SODJ.DE vs. EXX7.DE — Risk / Return Rank
SODJ.DE
EXX7.DE
SODJ.DE vs. EXX7.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 Nikkei 225 UCITS ETF (DE) (EXX7.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.DE | EXX7.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.43 | ||
| Sortino ratioReturn per unit of downside risk | -0.48 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.39 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.65 | 4.62 | -0.97 |
| Martin ratioReturn relative to average drawdown | 11.99 | 13.36 | -1.37 |
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Drawdowns
SODJ.DE vs. EXX7.DE - Drawdown Comparison
The maximum SODJ.DE drawdown since its inception was -28.10%, smaller than the maximum EXX7.DE drawdown of -50.57%. Use the drawdown chart below to compare losses from any high point for SODJ.DE and EXX7.DE.
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Drawdown Indicators
| SODJ.DE | EXX7.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.10% | -50.57% | +22.47% |
Max Drawdown (1Y)Largest decline over 1 year | -10.58% | -12.97% | +2.39% |
Max Drawdown (3Y)Largest decline over 3 years | -17.20% | -20.64% | +3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -19.26% | -21.40% | +2.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.85% | — |
Current DrawdownCurrent decline from peak | -3.76% | -7.76% | +4.00% |
Average DrawdownAverage peak-to-trough decline | -7.23% | -12.14% | +4.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 4.50% | -1.27% |
Volatility
SODJ.DE vs. EXX7.DE - Volatility Comparison
The current volatility for iShares MSCI Japan Screened UCITS ETF USD (Dist) (SODJ.DE) is 6.73%, while iShares Nikkei 225 UCITS ETF (DE) (EXX7.DE) has a volatility of 9.36%. This indicates that SODJ.DE experiences smaller price fluctuations and is considered to be less risky than EXX7.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.DE | EXX7.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 9.36% | -2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 16.20% | 20.56% | -4.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.01% | 25.33% | -5.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.96% | 19.08% | -2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.22% | 17.94% | +0.28% |
SODJ.DE vs. EXX7.DE - Expense Ratio Comparison
SODJ.DE has a 0.15% expense ratio, which is lower than EXX7.DE's 0.51% expense ratio.
Dividends
SODJ.DE vs. EXX7.DE - Dividend Comparison
SODJ.DE's dividend yield for the trailing twelve months is around 1.47%, more than EXX7.DE's 0.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EXX7.DE iShares Nikkei 225 UCITS ETF (DE) | 0.75% | 0.92% | 0.94% | 1.17% | 1.31% | 0.81% | 1.00% | 1.21% | 0.00% | 1.19% | 1.35% | 1.29% |
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% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SODJ.DE and EXX7.DE have a correlation of 0.87, 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 0.51% for EXX7.DE.
SODJ.DE tracks MSCI Japan Screened Index, while EXX7.DE tracks Nikkei 225®. Their fees differ too: 0.15% for SODJ.DE and 0.51% for EXX7.DE.
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