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SODJ.DE vs. LYY4.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SODJ.DE vs. LYY4.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 Amundi Japan TOPIX II UCITS ETF EUR Dist (LYY4.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 LYY4.DE's 17.81% 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*

LYY4.DE

1D
-1.00%
1M
1.86%
6M
11.80%
YTD
17.81%
1Y
35.81%
3Y*
16.80%
5Y*
9.78%
10Y*
8.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SODJ.DE vs. LYY4.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%
LYY4.DE
Amundi Japan TOPIX II UCITS ETF EUR Dist
17.81%13.10%12.42%15.45%-11.19%8.61%3.15%20.96%-9.61%

Correlation

The correlation between SODJ.DE and LYY4.DE is 0.98 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


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

0.98

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

0.98

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

0.98

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

0.98

The correlation between SODJ.DE and LYY4.DE has been stable across timeframes, ranging from 0.98 to 0.98 - a consistent structural relationship.

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Return for Risk

SODJ.DE vs. LYY4.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

LYY4.DE
LYY4.DE Risk / Return Rank: 7979
Overall Rank
LYY4.DE Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
LYY4.DE Sortino Ratio Rank: 7777
Sortino Ratio Rank
LYY4.DE Omega Ratio Rank: 7777
Omega Ratio Rank
LYY4.DE Calmar Ratio Rank: 8585
Calmar Ratio Rank
LYY4.DE Martin Ratio Rank: 8181
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. LYY4.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 Amundi Japan TOPIX II UCITS ETF EUR Dist (LYY4.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.DELYY4.DEDifference
Sharpe ratioReturn per unit of total volatility

0.00

Sortino ratioReturn per unit of downside risk

0.00

Omega ratioGain probability vs. loss probability

1.35

1.36

-0.01

Calmar ratioReturn relative to maximum drawdown

3.65

3.71

-0.05

Martin ratioReturn relative to average drawdown

11.99

12.30

-0.31

SODJ.DE vs. LYY4.DE - Sharpe Ratio Comparison

The current SODJ.DE Sharpe Ratio is 1.93, which is comparable to the LYY4.DE Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of SODJ.DE and LYY4.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. LYY4.DE - Drawdown Comparison

The maximum SODJ.DE drawdown since its inception was -28.10%, smaller than the maximum LYY4.DE drawdown of -54.07%. Use the drawdown chart below to compare losses from any high point for SODJ.DE and LYY4.DE.


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Drawdown Indicators


SODJ.DELYY4.DEDifference

Max Drawdown

Largest peak-to-trough decline

-28.10%

-54.07%

+25.97%

Max Drawdown (1Y)

Largest decline over 1 year

-10.58%

-9.61%

-0.97%

Max Drawdown (3Y)

Largest decline over 3 years

-17.20%

-15.82%

-1.38%

Max Drawdown (5Y)

Largest decline over 5 years

-19.26%

-19.34%

+0.08%

Max Drawdown (10Y)

Largest decline over 10 years

-28.62%

Current Drawdown

Current decline from peak

-3.76%

-2.08%

-1.68%

Average Drawdown

Average peak-to-trough decline

-7.23%

-14.28%

+7.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.23%

2.90%

+0.33%

Volatility

SODJ.DE vs. LYY4.DE - Volatility Comparison

iShares MSCI Japan Screened UCITS ETF USD (Dist) (SODJ.DE) has a higher volatility of 6.73% compared to Amundi Japan TOPIX II UCITS ETF EUR Dist (LYY4.DE) at 5.63%. This indicates that SODJ.DE's price experiences larger fluctuations and is considered to be riskier than LYY4.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.DELYY4.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.73%

5.63%

+1.10%

Volatility (6M)

Calculated over the trailing 6-month period

16.20%

15.06%

+1.14%

Volatility (1Y)

Calculated over the trailing 1-year period

20.01%

18.44%

+1.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.96%

16.25%

+0.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.22%

16.24%

+1.98%

SODJ.DE vs. LYY4.DE - Expense Ratio Comparison

SODJ.DE has a 0.15% expense ratio, which is lower than LYY4.DE's 0.45% expense ratio.


Dividends

SODJ.DE vs. LYY4.DE - Dividend Comparison

SODJ.DE's dividend yield for the trailing twelve months is around 1.47%, more than LYY4.DE's 0.60% yield.


PositionTTM20252024202320222021202020192018201720162015
LYY4.DE
Amundi Japan TOPIX II UCITS ETF EUR Dist
0.60%0.71%0.74%1.24%1.89%1.34%1.14%1.94%1.86%1.44%1.98%1.80%
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


With a correlation of 0.98, SODJ.DE and LYY4.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

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 0.45% for LYY4.DE.

SODJ.DE tracks MSCI Japan Screened Index, while LYY4.DE tracks TOPIX®. They also come from different issuers: iShares and Amundi. Their fees differ too: 0.15% for SODJ.DE and 0.45% for LYY4.DE.

Portfolio Optimizer

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