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SXRZ.DE vs. JPNH.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SXRZ.DE vs. JPNH.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Nikkei 225 UCITS ETF (Acc) (SXRZ.DE) and Amundi Japan TOPIX II UCITS ETF EUR Hedged (Dist) (JPNH.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, SXRZ.DE achieves a 26.61% return, which is significantly higher than JPNH.DE's 16.56% return. Over the past 10 years, SXRZ.DE has underperformed JPNH.DE with an annualized return of 10.64%, while JPNH.DE has yielded a comparatively higher 13.42% annualized return.


SXRZ.DE

1D
-3.04%
1M
-8.65%
6M
19.02%
YTD
26.61%
1Y
50.96%
3Y*
19.58%
5Y*
11.36%
10Y*
10.64%

JPNH.DE

1D
-2.24%
1M
-2.67%
6M
9.41%
YTD
16.56%
1Y
42.09%
3Y*
24.65%
5Y*
18.61%
10Y*
13.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SXRZ.DE vs. JPNH.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SXRZ.DE
iShares Nikkei 225 UCITS ETF (Acc)
26.61%15.71%13.83%17.70%-15.73%3.03%13.44%24.31%-5.20%10.07%
JPNH.DE
Amundi Japan TOPIX II UCITS ETF EUR Hedged (Dist)
16.56%27.75%21.23%32.08%-4.87%10.85%5.84%15.91%-17.82%20.38%

Correlation

The correlation between SXRZ.DE and JPNH.DE is 0.80, 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

0.80

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

0.79

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

0.77

Correlation (10Y)
Calculated over the trailing 10-year period

0.79

Correlation (All Time)
Calculated using the full available price history since Apr 25, 2013

0.81

The correlation between SXRZ.DE and JPNH.DE has been stable across timeframes, ranging from 0.77 to 0.81 - a consistent structural relationship.

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Return for Risk

SXRZ.DE vs. JPNH.DE — Risk / Return Rank

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

SXRZ.DE
SXRZ.DE Risk / Return Rank: 7979
Overall Rank
SXRZ.DE Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
SXRZ.DE Sortino Ratio Rank: 7979
Sortino Ratio Rank
SXRZ.DE Omega Ratio Rank: 7272
Omega Ratio Rank
SXRZ.DE Calmar Ratio Rank: 8888
Calmar Ratio Rank
SXRZ.DE Martin Ratio Rank: 7777
Martin Ratio Rank

JPNH.DE
JPNH.DE Risk / Return Rank: 8787
Overall Rank
JPNH.DE Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
JPNH.DE Sortino Ratio Rank: 8686
Sortino Ratio Rank
JPNH.DE Omega Ratio Rank: 8585
Omega Ratio Rank
JPNH.DE Calmar Ratio Rank: 9191
Calmar Ratio Rank
JPNH.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.

SXRZ.DE vs. JPNH.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Nikkei 225 UCITS ETF (Acc) (SXRZ.DE) and Amundi Japan TOPIX II UCITS ETF EUR Hedged (Dist) (JPNH.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.


SXRZ.DEJPNH.DEDifference
Sharpe ratioReturn per unit of total volatility

-0.17

Sortino ratioReturn per unit of downside risk

-0.23

Omega ratioGain probability vs. loss probability

1.33

1.39

-0.06

Calmar ratioReturn relative to maximum drawdown

3.93

4.16

-0.23

Martin ratioReturn relative to average drawdown

11.04

14.64

-3.59

SXRZ.DE vs. JPNH.DE - Sharpe Ratio Comparison

The current SXRZ.DE Sharpe Ratio is 1.98, which is comparable to the JPNH.DE Sharpe Ratio of 2.15. The chart below compares the historical Sharpe Ratios of SXRZ.DE and JPNH.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

SXRZ.DE vs. JPNH.DE - Drawdown Comparison

The maximum SXRZ.DE drawdown since its inception was -29.90%, smaller than the maximum JPNH.DE drawdown of -36.52%. Use the drawdown chart below to compare losses from any high point for SXRZ.DE and JPNH.DE.


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Drawdown Indicators


SXRZ.DEJPNH.DEDifference

Max Drawdown

Largest peak-to-trough decline

-29.90%

-36.52%

+6.62%

Max Drawdown (1Y)

Largest decline over 1 year

-12.92%

-10.08%

-2.84%

Max Drawdown (3Y)

Largest decline over 3 years

-20.19%

-20.72%

+0.53%

Max Drawdown (5Y)

Largest decline over 5 years

-21.46%

-20.72%

-0.74%

Max Drawdown (10Y)

Largest decline over 10 years

-29.90%

-36.52%

+6.62%

Current Drawdown

Current decline from peak

-12.24%

-4.32%

-7.92%

Average Drawdown

Average peak-to-trough decline

-7.24%

-7.95%

+0.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.60%

2.87%

+1.73%

Volatility

SXRZ.DE vs. JPNH.DE - Volatility Comparison

iShares Nikkei 225 UCITS ETF (Acc) (SXRZ.DE) has a higher volatility of 9.42% compared to Amundi Japan TOPIX II UCITS ETF EUR Hedged (Dist) (JPNH.DE) at 5.93%. This indicates that SXRZ.DE's price experiences larger fluctuations and is considered to be riskier than JPNH.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SXRZ.DEJPNH.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.42%

5.93%

+3.49%

Volatility (6M)

Calculated over the trailing 6-month period

20.85%

15.63%

+5.22%

Volatility (1Y)

Calculated over the trailing 1-year period

25.64%

19.58%

+6.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.10%

18.07%

+1.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.03%

18.18%

-0.15%

SXRZ.DE vs. JPNH.DE - Expense Ratio Comparison

SXRZ.DE has a 0.48% expense ratio, which is higher than JPNH.DE's 0.45% expense ratio.


Dividends

SXRZ.DE vs. JPNH.DE - Dividend Comparison

SXRZ.DE has not paid dividends to shareholders, while JPNH.DE's dividend yield for the trailing twelve months is around 0.76%.


PositionTTM20252024202320222021202020192018201720162015
JPNH.DE
Amundi Japan TOPIX II UCITS ETF EUR Hedged (Dist)
0.76%0.89%1.52%1.29%1.66%1.33%1.09%1.93%1.89%1.36%1.96%1.84%
SXRZ.DE
iShares Nikkei 225 UCITS ETF (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%

Frequently Asked Questions


SXRZ.DE and JPNH.DE have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, JPNH.DE is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

JPNH.DE is cheaper with a 0.45% expense ratio, compared with 0.48% for SXRZ.DE.

SXRZ.DE tracks Nikkei 225®, while JPNH.DE tracks TOPIX Index (EUR Hedged). They also come from different issuers: iShares and Amundi. Their fees differ too: 0.48% for SXRZ.DE and 0.45% for JPNH.DE.

Portfolio Optimizer

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