WTDX.DE vs. IBCG.DE
WTDX.DE (WisdomTree Japan Equity UCITS ETF USD Hedged) and IBCG.DE (iShares MSCI Japan EUR Hedged UCITS ETF (Acc)) are both Japan Equities funds - WTDX.DE tracks the WisdomTree Japan Hedged Equity UCITS Index while IBCG.DE tracks the MSCI Japan Index (EUR Hedged). Both are passively managed. Over the past 10 years, WTDX.DE returned 18.14%/yr vs 14.08%/yr for IBCG.DE. A 0.71 correlation means they provide meaningful diversification when combined. WTDX.DE charges 0.48%/yr vs 0.64%/yr for IBCG.DE.
Performance
WTDX.DE vs. IBCG.DE - Performance Comparison
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Returns By Period
In the year-to-date period, WTDX.DE achieves a 26.25% return, which is significantly higher than IBCG.DE's 20.30% return. Over the past 10 years, WTDX.DE has outperformed IBCG.DE with an annualized return of 18.14%, while IBCG.DE has yielded a comparatively lower 14.08% annualized return.
WTDX.DE
- 1D
- -0.37%
- 1M
- 3.84%
- 6M
- 17.92%
- YTD
- 26.25%
- 1Y
- 57.34%
- 3Y*
- 32.07%
- 5Y*
- 28.03%
- 10Y*
- 18.14%
IBCG.DE
- 1D
- -1.21%
- 1M
- 0.60%
- 6M
- 13.03%
- YTD
- 20.30%
- 1Y
- 49.05%
- 3Y*
- 26.62%
- 5Y*
- 19.66%
- 10Y*
- 14.08%
WTDX.DE vs. IBCG.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTDX.DE WisdomTree Japan Equity UCITS ETF USD Hedged | 26.25% | 17.86% | 36.79% | 37.12% | 11.85% | 27.70% | -6.91% | 24.57% | -17.23% | 8.62% |
IBCG.DE iShares MSCI Japan EUR Hedged UCITS ETF (Acc) | 20.30% | 26.94% | 22.76% | 32.85% | -5.89% | 12.06% | 7.58% | 16.67% | -16.91% | 18.65% |
Correlation
The correlation between WTDX.DE and IBCG.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 | 0.87 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since May 18, 2015 | 0.71 |
The correlation between WTDX.DE and IBCG.DE shifts across timeframes, from 0.69 (10 years) to 0.87 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
WTDX.DE vs. IBCG.DE — Risk / Return Rank
WTDX.DE
IBCG.DE
WTDX.DE vs. IBCG.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan Equity UCITS ETF USD Hedged (WTDX.DE) and iShares MSCI Japan EUR Hedged UCITS ETF (Acc) (IBCG.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.
| WTDX.DE | IBCG.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.51 | 1.43 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 7.05 | 4.91 | +2.14 |
| Martin ratioReturn relative to average drawdown | 23.54 | 16.44 | +7.10 |
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Drawdowns
WTDX.DE vs. IBCG.DE - Drawdown Comparison
The maximum WTDX.DE drawdown since its inception was -38.23%, which is greater than IBCG.DE's maximum drawdown of -34.79%. Use the drawdown chart below to compare losses from any high point for WTDX.DE and IBCG.DE.
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Drawdown Indicators
| WTDX.DE | IBCG.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.23% | -34.79% | -3.44% |
Max Drawdown (1Y)Largest decline over 1 year | -8.09% | -9.94% | +1.85% |
Max Drawdown (3Y)Largest decline over 3 years | -23.65% | -21.63% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -23.65% | -21.63% | -2.02% |
Max Drawdown (10Y)Largest decline over 10 years | -32.53% | -34.79% | +2.26% |
Current DrawdownCurrent decline from peak | -1.71% | -3.52% | +1.81% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -8.31% | -0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.97% | -0.54% |
Volatility
WTDX.DE vs. IBCG.DE - Volatility Comparison
The current volatility for WisdomTree Japan Equity UCITS ETF USD Hedged (WTDX.DE) is 5.75%, while iShares MSCI Japan EUR Hedged UCITS ETF (Acc) (IBCG.DE) has a volatility of 6.82%. This indicates that WTDX.DE experiences smaller price fluctuations and is considered to be less risky than IBCG.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTDX.DE | IBCG.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 6.82% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 14.68% | 16.24% | -1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.79% | 20.47% | -0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.43% | 18.64% | +0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.52% | 18.39% | +3.13% |
WTDX.DE vs. IBCG.DE - Expense Ratio Comparison
WTDX.DE has a 0.48% expense ratio, which is lower than IBCG.DE's 0.64% expense ratio.
Dividends
WTDX.DE vs. IBCG.DE - Dividend Comparison
WTDX.DE's dividend yield for the trailing twelve months is around 0.80%, while IBCG.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBCG.DE iShares MSCI Japan EUR Hedged 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% |
WTDX.DE WisdomTree Japan Equity UCITS ETF USD Hedged | 0.80% | 1.68% | 1.52% | 1.97% | 2.28% | 1.52% | 2.10% | 2.01% | 2.17% | 1.14% | 1.90% | 0.06% |
Frequently Asked Questions
WTDX.DE and IBCG.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, WTDX.DE is cheaper at 0.48% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WTDX.DE is cheaper with a 0.48% expense ratio, compared with 0.64% for IBCG.DE.
WTDX.DE tracks WisdomTree Japan Hedged Equity UCITS Index, while IBCG.DE tracks MSCI Japan Index (EUR Hedged). They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.48% for WTDX.DE and 0.64% for IBCG.DE.
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