PortfoliosLab logoPortfoliosLab logo
WREE.L vs. SJPA.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WREE.L vs. SJPA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc (WREE.L) and iShares Core MSCI Japan IMI UCITS ETF (SJPA.L). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both stocks are quite close, with WREE.L having a 16.75% return and SJPA.L slightly lower at 16.31%.


WREE.L

1D
-1.12%
1M
-7.90%
YTD
16.75%
6M
26.79%
1Y
112.06%
3Y*
5Y*
10Y*

SJPA.L

1D
-0.10%
1M
6.32%
YTD
16.31%
6M
15.92%
1Y
33.90%
3Y*
15.64%
5Y*
10.02%
10Y*
10.10%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WREE.L vs. SJPA.L - Yearly Performance Comparison


Correlation

The correlation between WREE.L and SJPA.L is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.33

Correlation (All Time)
Calculated using the full available price history since Apr 11, 2024

0.36

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

WREE.L vs. SJPA.L — Risk / Return Rank

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

WREE.L
WREE.L Risk / Return Rank: 8282
Overall Rank
WREE.L Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
WREE.L Sortino Ratio Rank: 7676
Sortino Ratio Rank
WREE.L Omega Ratio Rank: 7575
Omega Ratio Rank
WREE.L Calmar Ratio Rank: 8787
Calmar Ratio Rank
WREE.L Martin Ratio Rank: 8383
Martin Ratio Rank

SJPA.L
SJPA.L Risk / Return Rank: 6060
Overall Rank
SJPA.L Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
SJPA.L Sortino Ratio Rank: 5959
Sortino Ratio Rank
SJPA.L Omega Ratio Rank: 6262
Omega Ratio Rank
SJPA.L Calmar Ratio Rank: 6464
Calmar Ratio Rank
SJPA.L Martin Ratio Rank: 5959
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.

WREE.L vs. SJPA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc (WREE.L) and iShares Core MSCI Japan IMI UCITS ETF (SJPA.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.


WREE.LSJPA.LDifference
Sharpe ratioReturn per unit of total volatility

+1.11

Sortino ratioReturn per unit of downside risk

+0.63

Omega ratioGain probability vs. loss probability

1.44

1.37

+0.07

Calmar ratioReturn relative to maximum drawdown

4.84

3.15

+1.69

Martin ratioReturn relative to average drawdown

16.54

10.28

+6.26

WREE.L vs. SJPA.L - Sharpe Ratio Comparison

The current WREE.L Sharpe Ratio is 3.03, which is higher than the SJPA.L Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of WREE.L and SJPA.L, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


WREE.LSJPA.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.03

1.92

+1.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

Sharpe Ratio (All Time)

Calculated using the full available price history

1.36

0.57

+0.78

Drawdowns

WREE.L vs. SJPA.L - Drawdown Comparison

The maximum WREE.L drawdown since its inception was -27.50%, which is greater than SJPA.L's maximum drawdown of -24.73%. Use the drawdown chart below to compare losses from any high point for WREE.L and SJPA.L.


Loading charts...

Drawdown Indicators


WREE.LSJPA.LDifference

Max Drawdown

Largest peak-to-trough decline

-27.50%

-24.73%

-2.77%

Max Drawdown (1Y)

Largest decline over 1 year

-23.01%

-10.71%

-12.30%

Max Drawdown (3Y)

Largest decline over 3 years

-13.45%

Max Drawdown (5Y)

Largest decline over 5 years

-18.93%

Max Drawdown (10Y)

Largest decline over 10 years

-24.73%

Current Drawdown

Current decline from peak

-12.62%

-0.10%

-12.52%

Average Drawdown

Average peak-to-trough decline

-8.58%

-6.68%

-1.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.75%

3.29%

+3.46%

Volatility

WREE.L vs. SJPA.L - Volatility Comparison

WisdomTree Strategic Metals and Rare Earths Miners UCITS ETF USD Acc (WREE.L) has a higher volatility of 13.81% compared to iShares Core MSCI Japan IMI UCITS ETF (SJPA.L) at 3.82%. This indicates that WREE.L's price experiences larger fluctuations and is considered to be riskier than SJPA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


WREE.LSJPA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.81%

3.82%

+9.99%

Volatility (6M)

Calculated over the trailing 6-month period

29.92%

14.40%

+15.52%

Volatility (1Y)

Calculated over the trailing 1-year period

36.84%

17.60%

+19.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.41%

15.35%

+15.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.41%

15.69%

+14.72%

WREE.L vs. SJPA.L - Expense Ratio Comparison

WREE.L has a 0.50% expense ratio, which is higher than SJPA.L's 0.15% expense ratio.


Dividends

WREE.L vs. SJPA.L - Dividend Comparison

Neither WREE.L nor SJPA.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


WREE.L and SJPA.L have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SJPA.L is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SJPA.L is cheaper with a 0.15% expense ratio, compared with 0.50% for WREE.L.

WREE.L is categorized as Commodity Producers Equities, while SJPA.L is Japan Equities. WREE.L tracks WisdomTree Strategic Metals and Rare Earths Miners Index, while SJPA.L tracks TOPIX TR JPY. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.50% for WREE.L and 0.15% for SJPA.L.

Portfolio Optimizer

Find the right allocation for WREE.L and SJPA.L

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer