SXR5.DE vs. EWJ
Compare and contrast key facts about iShares MSCI Japan UCITS ETF USD (Acc) (SXR5.DE) and iShares MSCI Japan ETF (EWJ).
SXR5.DE and EWJ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SXR5.DE is a passively managed fund by iShares that tracks the performance of the MSCI Japan. It was launched on Jan 11, 2010. EWJ is a passively managed fund by iShares that tracks the performance of the MSCI Japan Index. It was launched on Mar 12, 1996. Both SXR5.DE and EWJ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SXR5.DE or EWJ.
Correlation
The correlation between SXR5.DE and EWJ is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SXR5.DE vs. EWJ - Performance Comparison
Key characteristics
SXR5.DE:
0.52
EWJ:
0.39
SXR5.DE:
0.81
EWJ:
0.65
SXR5.DE:
1.11
EWJ:
1.08
SXR5.DE:
0.70
EWJ:
0.58
SXR5.DE:
2.41
EWJ:
1.44
SXR5.DE:
3.73%
EWJ:
4.88%
SXR5.DE:
17.18%
EWJ:
18.00%
SXR5.DE:
-28.03%
EWJ:
-58.89%
SXR5.DE:
-0.94%
EWJ:
-2.46%
Returns By Period
In the year-to-date period, SXR5.DE achieves a 3.29% return, which is significantly lower than EWJ's 4.47% return. Over the past 10 years, SXR5.DE has outperformed EWJ with an annualized return of 8.17%, while EWJ has yielded a comparatively lower 5.36% annualized return.
SXR5.DE
3.29%
3.32%
7.05%
7.62%
7.23%
8.17%
EWJ
4.47%
5.92%
1.68%
6.05%
6.05%
5.36%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SXR5.DE vs. EWJ - Expense Ratio Comparison
SXR5.DE has a 0.12% expense ratio, which is lower than EWJ's 0.49% expense ratio.
Risk-Adjusted Performance
SXR5.DE vs. EWJ — Risk-Adjusted Performance Rank
SXR5.DE
EWJ
SXR5.DE vs. EWJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan UCITS ETF USD (Acc) (SXR5.DE) and iShares MSCI Japan ETF (EWJ). 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.
Dividends
SXR5.DE vs. EWJ - Dividend Comparison
SXR5.DE has not paid dividends to shareholders, while EWJ's dividend yield for the trailing twelve months is around 2.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SXR5.DE iShares MSCI Japan 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% | 0.00% |
EWJ iShares MSCI Japan ETF | 2.24% | 2.34% | 2.03% | 1.23% | 2.08% | 1.04% | 2.03% | 1.71% | 1.25% | 1.95% | 1.27% | 1.32% |
Drawdowns
SXR5.DE vs. EWJ - Drawdown Comparison
The maximum SXR5.DE drawdown since its inception was -28.03%, smaller than the maximum EWJ drawdown of -58.89%. Use the drawdown chart below to compare losses from any high point for SXR5.DE and EWJ. For additional features, visit the drawdowns tool.
Volatility
SXR5.DE vs. EWJ - Volatility Comparison
The current volatility for iShares MSCI Japan UCITS ETF USD (Acc) (SXR5.DE) is 3.23%, while iShares MSCI Japan ETF (EWJ) has a volatility of 4.52%. This indicates that SXR5.DE experiences smaller price fluctuations and is considered to be less risky than EWJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.