WTIZ.DE vs. JARI.DE
WTIZ.DE (WisdomTree Japan Equity UCITS ETF JPY Acc) and JARI.DE (Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C)) are both Japan Equities funds - WTIZ.DE tracks the WisdomTree Japan Equity while JARI.DE tracks the TOPIX TR JPY. Both are passively managed. Over the past 5 years, WTIZ.DE returned 14.12%/yr vs 1.52%/yr for JARI.DE. Their correlation of 0.85 suggests significant overlap in exposure. WTIZ.DE charges 0.40%/yr vs 0.18%/yr for JARI.DE.
Performance
WTIZ.DE vs. JARI.DE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, WTIZ.DE achieves a 17.38% return, which is significantly higher than JARI.DE's 3.03% return.
WTIZ.DE
- 1D
- 0.16%
- 1M
- 3.74%
- YTD
- 17.38%
- 6M
- 18.93%
- 1Y
- 34.34%
- 3Y*
- 19.46%
- 5Y*
- 14.12%
- 10Y*
- —
JARI.DE
- 1D
- -0.26%
- 1M
- 4.19%
- YTD
- 3.03%
- 6M
- 2.55%
- 1Y
- 9.99%
- 3Y*
- 1.75%
- 5Y*
- 1.52%
- 10Y*
- —
WTIZ.DE vs. JARI.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
WTIZ.DE WisdomTree Japan Equity UCITS ETF JPY Acc | 17.38% | 15.16% | 17.99% | 21.47% | -4.73% | 14.55% | 10.27% |
JARI.DE Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) | 3.03% | 5.73% | 2.11% | 6.93% | -15.65% | 8.08% | 13.58% |
Correlation
The correlation between WTIZ.DE and JARI.DE is 0.82, 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 | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.83 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Oct 28, 2020 | 0.85 |
The correlation between WTIZ.DE and JARI.DE has been stable across timeframes, ranging from 0.82 to 0.85 - a consistent structural relationship.
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
WTIZ.DE vs. JARI.DE — Risk / Return Rank
WTIZ.DE
JARI.DE
WTIZ.DE vs. JARI.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan Equity UCITS ETF JPY Acc (WTIZ.DE) and Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.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.
| WTIZ.DE | JARI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.62 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.11 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 3.19 | 0.97 | +2.21 |
| Martin ratioReturn relative to average drawdown | 10.27 | 2.81 | +7.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| WTIZ.DE | JARI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 0.57 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.09 | +0.73 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.24 | +0.68 |
Drawdowns
WTIZ.DE vs. JARI.DE - Drawdown Comparison
The maximum WTIZ.DE drawdown since its inception was -17.17%, smaller than the maximum JARI.DE drawdown of -23.16%. Use the drawdown chart below to compare losses from any high point for WTIZ.DE and JARI.DE.
Loading charts...
Drawdown Indicators
| WTIZ.DE | JARI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.17% | -23.16% | +5.99% |
Max Drawdown (1Y)Largest decline over 1 year | -10.49% | -10.21% | -0.28% |
Max Drawdown (3Y)Largest decline over 3 years | -17.17% | -15.32% | -1.85% |
Max Drawdown (5Y)Largest decline over 5 years | -17.17% | -23.16% | +5.99% |
Current DrawdownCurrent decline from peak | -0.39% | -5.68% | +5.29% |
Average DrawdownAverage peak-to-trough decline | -3.62% | -11.49% | +7.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 3.55% | -0.29% |
Volatility
WTIZ.DE vs. JARI.DE - Volatility Comparison
WisdomTree Japan Equity UCITS ETF JPY Acc (WTIZ.DE) and Amundi Index MSCI Japan SRI PAB UCITS ETF DR (C) (JARI.DE) have volatilities of 3.61% and 3.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| WTIZ.DE | JARI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.61% | 3.56% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 15.05% | 14.05% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.70% | 17.57% | +1.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 16.04% | +0.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 15.89% | +0.71% |
WTIZ.DE vs. JARI.DE - Expense Ratio Comparison
WTIZ.DE has a 0.40% expense ratio, which is higher than JARI.DE's 0.18% expense ratio.
Dividends
WTIZ.DE vs. JARI.DE - Dividend Comparison
Neither WTIZ.DE nor JARI.DE has paid dividends to shareholders.
Frequently Asked Questions
WTIZ.DE and JARI.DE have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JARI.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JARI.DE is cheaper with a 0.18% expense ratio, compared with 0.40% for WTIZ.DE.
WTIZ.DE tracks WisdomTree Japan Equity, while JARI.DE tracks TOPIX TR JPY. They also come from different issuers: WisdomTree and Amundi. Their fees differ too: 0.40% for WTIZ.DE and 0.18% for JARI.DE.
Find the right allocation for WTIZ.DE and JARI.DE
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