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SCJ vs KOKU

iShares MSCI Japan Small-Cap ETF vs Xtrackers MSCI Kokusai Equity ETF

SCJ

iShares MSCI Japan Small-Cap ETF

Annual cost

0.50%

Fund size

$245M

KOKU

Xtrackers MSCI Kokusai Equity ETF

Annual cost

0.09%

Fund size

$805M

Key differences

Both SCJ and KOKU are equity ETFs. SCJ charges 0.50% a year and KOKU 0.09%. The main difference: SCJ covers the Asia-Pacific region; KOKU covers global markets.

  • SCJ covers the Asia-Pacific region; KOKU covers global markets.
  • KOKU costs 0.41% less per year.
  • KOKU is much larger than SCJ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, KOKU has delivered higher annualized returns.
  • SCJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCJKOKU
Annual cost (TER)0.50%0.09%
Fund size (AUM)$245M$805M
Since20072020
Dividend yield2.70%1.35%
Asset classequityequity
Regionasia pacificglobal
Strategyindex trackingindex tracking
CAGR 1Y+27.3%+22.1%
CAGR 3Y+18.2%+21.2%
CAGR 5Y+7.4%+11.8%
Sharpe 3Y0.911.15
Volatility 1Y16.22%12.49%
Max drawdown-37.28%-25.77%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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