SXRZ.DE vs. UIM5.DE
SXRZ.DE (iShares Nikkei 225 UCITS ETF (Acc)) and UIM5.DE (UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis) are both Japan Equities funds - SXRZ.DE tracks the Nikkei 225® while UIM5.DE tracks the MSCI Japan. Both are passively managed. Over the past 10 years, SXRZ.DE returned 12.46%/yr vs 9.68%/yr for UIM5.DE. Their correlation of 0.91 suggests significant overlap in exposure. SXRZ.DE charges 0.48%/yr vs 0.12%/yr for UIM5.DE.
Performance
SXRZ.DE vs. UIM5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SXRZ.DE achieves a 41.10% return, which is significantly higher than UIM5.DE's 19.97% return. Over the past 10 years, SXRZ.DE has outperformed UIM5.DE with an annualized return of 12.46%, while UIM5.DE has yielded a comparatively lower 9.68% annualized return.
SXRZ.DE
- 1D
- 2.00%
- 1M
- 9.65%
- YTD
- 41.10%
- 6M
- 41.81%
- 1Y
- 69.67%
- 3Y*
- 24.24%
- 5Y*
- 13.34%
- 10Y*
- 12.46%
UIM5.DE
- 1D
- 0.54%
- 1M
- 3.65%
- YTD
- 19.97%
- 6M
- 20.22%
- 1Y
- 38.49%
- 3Y*
- 17.58%
- 5Y*
- 10.48%
- 10Y*
- 9.68%
SXRZ.DE vs. UIM5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SXRZ.DE iShares Nikkei 225 UCITS ETF (Acc) | 41.10% | 15.71% | 13.83% | 17.70% | -15.73% | 3.03% | 13.44% | 24.31% | -5.20% | 10.07% |
UIM5.DE UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis | 19.97% | 12.70% | 13.65% | 16.46% | -12.42% | 10.03% | 5.15% | 22.28% | -9.98% | 9.08% |
Correlation
The correlation between SXRZ.DE and UIM5.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 (10Y) Calculated over the trailing 10-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Mar 11, 2010 | 0.91 |
The correlation between SXRZ.DE and UIM5.DE has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.
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Return for Risk
SXRZ.DE vs. UIM5.DE — Risk / Return Rank
SXRZ.DE
UIM5.DE
SXRZ.DE vs. UIM5.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 UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.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.DE | UIM5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.84 | ||
| Sortino ratioReturn per unit of downside risk | +0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.37 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 5.37 | 3.80 | +1.57 |
| Martin ratioReturn relative to average drawdown | 15.98 | 12.28 | +3.70 |
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Drawdowns
SXRZ.DE vs. UIM5.DE - Drawdown Comparison
The maximum SXRZ.DE drawdown since its inception was -29.90%, smaller than the maximum UIM5.DE drawdown of -99.65%. Use the drawdown chart below to compare losses from any high point for SXRZ.DE and UIM5.DE.
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Drawdown Indicators
| SXRZ.DE | UIM5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.90% | -99.65% | +69.75% |
Max Drawdown (1Y)Largest decline over 1 year | -12.92% | -10.09% | -2.83% |
Max Drawdown (3Y)Largest decline over 3 years | -20.19% | -16.89% | -3.30% |
Max Drawdown (5Y)Largest decline over 5 years | -21.46% | -19.01% | -2.45% |
Max Drawdown (10Y)Largest decline over 10 years | -29.90% | -28.09% | -1.81% |
Current DrawdownCurrent decline from peak | -2.20% | -98.17% | +95.97% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -94.90% | +87.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 3.13% | +1.22% |
Volatility
SXRZ.DE vs. UIM5.DE - Volatility Comparison
iShares Nikkei 225 UCITS ETF (Acc) (SXRZ.DE) has a higher volatility of 9.24% compared to UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis (UIM5.DE) at 6.13%. This indicates that SXRZ.DE's price experiences larger fluctuations and is considered to be riskier than UIM5.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.DE | UIM5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.24% | 6.13% | +3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 19.95% | 15.99% | +3.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.74% | 19.51% | +5.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.88% | 16.81% | +2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 16.46% | +1.46% |
SXRZ.DE vs. UIM5.DE - Expense Ratio Comparison
SXRZ.DE has a 0.48% expense ratio, which is higher than UIM5.DE's 0.12% expense ratio.
Dividends
SXRZ.DE vs. UIM5.DE - Dividend Comparison
SXRZ.DE has not paid dividends to shareholders, while UIM5.DE's dividend yield for the trailing twelve months is around 1.54%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UIM5.DE UBS ETF (LU) MSCI Japan UCITS ETF (JPY) A-dis | 1.54% | 1.71% | 1.67% | 1.80% | 2.11% | 1.52% | 1.66% | 1.65% | 1.58% | 1.32% | 1.54% | 1.20% |
Frequently Asked Questions
SXRZ.DE and UIM5.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, UIM5.DE is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UIM5.DE is cheaper with a 0.12% expense ratio, compared with 0.48% for SXRZ.DE.
SXRZ.DE tracks Nikkei 225®, while UIM5.DE tracks MSCI Japan. They also come from different issuers: iShares and UBS. Their fees differ too: 0.48% for SXRZ.DE and 0.12% for UIM5.DE.
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