SUJA.L vs. JPSR.L

Last updated Apr 2, 2026

Compare and contrast key facts about iShares MSCI Japan SRI UCITS ETF USD (Acc) (SUJA.L) and UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis (JPSR.L).

SUJA.L and JPSR.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SUJA.L is a passively managed fund by iShares that tracks the performance of the TOPIX TR JPY. It was launched on Apr 20, 2017. JPSR.L is a passively managed fund by UBS that tracks the performance of the TOPIX TR JPY. It was launched on Jul 22, 2015. Both SUJA.L and JPSR.L are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

SUJA.L vs. JPSR.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares MSCI Japan SRI UCITS ETF USD (Acc) (SUJA.L) and UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis (JPSR.L). The values are adjusted to include any dividend payments, if applicable.

SUJA.L vs. JPSR.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SUJA.L iShares MSCI Japan SRI UCITS ETF USD (Acc)	0.50%	11.08%	4.65%	7.41%	-8.78%	2.14%	13.75%	18.34%	-9.18%	6.25%
JPSR.L UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis	3.73%	18.27%	8.64%	7.70%	-9.85%	-3.37%	16.62%	21.49%	-11.09%	5.99%

Returns By Period

In the year-to-date period, SUJA.L achieves a 0.50% return, which is significantly lower than JPSR.L's 3.73% return.

SUJA.L

• 1D: 3.49%
• 1M: -1.11%
• YTD: 0.50%
• 6M: 5.51%
• 1Y: 11.39%
• 3Y*: 6.60%
• 5Y*: 3.20%
• 10Y*: —

JPSR.L

• 1D: 3.67%
• 1M: -1.67%
• YTD: 3.73%
• 6M: 12.00%
• 1Y: 22.12%
• 3Y*: 11.47%
• 5Y*: 5.26%
• 10Y*: 8.27%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SUJA.L vs. JPSR.L - Expense Ratio Comparison

SUJA.L has a 0.20% expense ratio, which is lower than JPSR.L's 0.22% 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%.

JPSR.L

UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis

SUJA.L

iShares MSCI Japan SRI UCITS ETF USD (Acc)

Return for Risk

SUJA.L vs. JPSR.L — Risk / Return Rank

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

SUJA.L

SUJA.L Risk / Return Rank: 34
SUJA.L Sharpe Ratio Rank: 30
SUJA.L Sortino Ratio Rank: 30
SUJA.L Omega Ratio Rank: 28
SUJA.L Calmar Ratio Rank: 42
SUJA.L Martin Ratio Rank: 39

JPSR.L

JPSR.L Risk / Return Rank: 60
JPSR.L Sharpe Ratio Rank: 62
JPSR.L Sortino Ratio Rank: 61
JPSR.L Omega Ratio Rank: 57
JPSR.L Calmar Ratio Rank: 66
JPSR.L Martin Ratio Rank: 55

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.

SUJA.L vs. JPSR.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan SRI UCITS ETF USD (Acc) (SUJA.L) and UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis (JPSR.L). 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.

	SUJA.L	JPSR.L	Difference
Sharpe ratio Return per unit of total volatility	0.60	1.16	-0.55
Sortino ratio Return per unit of downside risk	0.96	1.65	-0.69
Omega ratio Gain probability vs. loss probability	1.12	1.22	-0.10
Calmar ratio Return relative to maximum drawdown	1.23	1.90	-0.67
Martin ratio Return relative to average drawdown	4.04	6.05	-2.02
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SUJA.L vs. JPSR.L - Sharpe Ratio Comparison

The current SUJA.L Sharpe Ratio is 0.60, which is lower than the JPSR.L Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of SUJA.L and JPSR.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	SUJA.L	JPSR.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.60	1.16	-0.55
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.21	0.34	-0.13
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.54	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.31	0.59	-0.28

Correlation

The correlation between SUJA.L and JPSR.L is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

SUJA.L vs. JPSR.L - Dividend Comparison

SUJA.L has not paid dividends to shareholders, while JPSR.L's dividend yield for the trailing twelve months is around 1.10%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
SUJA.L iShares MSCI Japan SRI UCITS ETF USD (Acc)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
JPSR.L UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis	1.10%	1.74%	1.67%	1.60%	1.71%	1.36%	1.36%	1.51%	1.58%	1.42%	1.16%

Drawdowns

SUJA.L vs. JPSR.L - Drawdown Comparison

The maximum SUJA.L drawdown since its inception was -23.81%, roughly equal to the maximum JPSR.L drawdown of -23.05%. Use the drawdown chart below to compare losses from any high point for SUJA.L and JPSR.L.

Drawdown Indicators

	SUJA.L	JPSR.L	Difference
Max Drawdown Largest peak-to-trough decline	-23.81%	-23.05%	-0.76%
Max Drawdown (1Y) Largest decline over 1 year	-10.57%	-10.84%	+0.27%
Max Drawdown (5Y) Largest decline over 5 years	-20.93%	-21.57%	+0.64%
Max Drawdown (10Y) Largest decline over 10 years	—	-23.05%	—
Current Drawdown Current decline from peak	-4.67%	-4.71%	+0.04%
Average Drawdown Average peak-to-trough decline	-7.04%	-6.96%	-0.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.22%	3.40%	-0.18%

Volatility

SUJA.L vs. JPSR.L - Volatility Comparison

iShares MSCI Japan SRI UCITS ETF USD (Acc) (SUJA.L) and UBS ETF (LU) MSCI Japan Socially Responsible UCITS ETF (JPY) A-dis (JPSR.L) have volatilities of 8.63% and 8.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SUJA.L	JPSR.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.63%	8.51%	+0.12%
Volatility (6M) Calculated over the trailing 6-month period	14.33%	14.40%	-0.07%
Volatility (1Y) Calculated over the trailing 1-year period	18.79%	19.30%	-0.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.49%	15.66%	-0.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.99%	18.02%	-1.03%