KOKU vs EQAL
Comparison between XTRACKERS MSCI KOKUSAI EQUITY ETF (KOKU, ETF) and INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF).
5-Year PerformanceKOKU has outperformed EQAL, delivering a return of +11.8% compared to +6.9%
KOKU vs EQAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
KOKU
$805M
Winner
EQAL
$806M
Expense Ratio
Winner
KOKU
0.09%
EQAL
0.20%
Max Drawdown
Winner
KOKU
26.83%
EQAL
40.90%
Sharpe Ratio
KOKU
1.42
Winner
EQAL
1.52
5Y Beta
KOKU
0.92
Winner
EQAL
0.81
P/E Ratio
Winner
KOKU
27.90
EQAL
28.77
Forward P/E
KOKU
21.20
Winner
EQAL
15.90
5Y Dividends CAGR
Winner
KOKU
26.32%
EQAL
7.46%
5Y EPS CAGR
Winner
KOKU
27.28%
EQAL
11.81%
Debt to Equity
Winner
KOKU
29.85%
EQAL
50.78%
P/S Ratio
KOKU
3.82
Winner
EQAL
1.57
P/B Ratio
KOKU
5.48
Winner
EQAL
2.64
KOKU vs EQAL - Holdings Comparison
KOKU and EQAL have 480 common holdings. Overlap is 23.35%
KOKU's top 25 holdings weight is 37.86%. EQAL's top 25 holdings weight is 12.09%.
| Rank | KOKU | EQAL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.97% | CIENA CORP (CIEN) - 0.83% |
| #2 | APPLE INC (AAPL) - 5.37% | IRIDIUM COMMUNICATIONS INC (IRDM) - 0.81% |
| #3 | MICROSOFT CORP (MSFT) - 3.61% | LUMENTUM HOLDINGS INC (LITE) - 0.78% |
| #4 | AMAZON.COM INC (AMZN) - 2.88% | ROKU INC CLASS A (ROKU) - 0.65% |
| #5 | BROADCOM INC (AVGO) - 2.51% | CISCO SYSTEMS INC (CSCO) - 0.62% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 2.44% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.55% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.92% | ARISTA NETWORKS INC (ANET) - 0.51% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.52% | VALERO ENERGY CORP (VLO) - 0.48% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.39% | LINDE PLC (LIN) - 0.48% |
| #10 | TESLA INC (TSLA) - 1.38% | DEVON ENERGY CORP (DVN) - 0.47% |
| #11 | ELI LILLY AND CO (LLY) - 0.99% | VERIZON COMMUNICATIONS INC (VZ) - 0.46% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 0.99% | UBIQUITI INC (UI) - 0.45% |
| #13 | JPMORGAN CHASE & CO (JPM) - 0.94% | AT&T INC (T) - 0.45% |
| #14 | ASML HOLDING NV (n/a) - 0.77% | n/a (LBTYA) - 0.45% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.76% | T-MOBILE US INC (TMUS) - 0.44% |
| #16 | EXXON MOBIL CORP (XOM) - 0.72% | MOTOROLA SOLUTIONS INC (MSI) - 0.41% |
| #17 | VISA INC CLASS A (V) - 0.62% | COMCAST CORP CLASS A (CMCSA) - 0.40% |
| #18 | JOHNSON & JOHNSON (JNJ) - 0.62% | n/a (ASTS) - 0.40% |
| #19 | n/a (n/a) - 0.60% | APELLIS PHARMACEUTICALS INC (n/a) - 0.38% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.59% | SOUTHERN CO (SO) - 0.38% |
| #21 | RTX CORP (RTX) - 0.27% | n/a (GLIBK) - 0.37% |
| #22 | LINDE PLC (LIN) - 0.27% | ELEMENT SOLUTIONS INC (ESI) - 0.34% |
| #23 | CITIGROUP INC (C) - 0.26% | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 0.33% |
| #24 | ANALOG DEVICES INC (ADI) - 0.24% | n/a (LBRDK) - 0.33% |
| #25 | n/a (n/a) - 0.23% | NUCOR CORP (NUE) - 0.32% |
| Total Holdings | 1097 | 989 |
KOKU vs EQAL - Historical Returns
Returns include dividend reinvestment.
1M
KOKU
+0.90%
Winner
EQAL
+3.32%
3M
Winner
KOKU
+10.62%
EQAL
+8.56%
6M
KOKU
+9.26%
Winner
EQAL
+12.88%
1Y
KOKU
+22.07%
Winner
EQAL
+24.21%
5Y(CAGR)
Winner
KOKU
+11.80%
EQAL
+6.93%
10Y(CAGR)
KOKU
N/A
EQAL
+10.90%
Max(CAGR)
Winner
KOKU
+18.10%
EQAL
+9.52%
KOKU vs EQAL - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | KOKU | EQAL |
|---|---|---|
| 2026 | +8.23% | +12.51% |
| 2025 | +21.54% | +10.92% |
| 2024 | +20.42% | +11.35% |
| 2023 | +24.37% | +12.68% |
| 2022 | -18.29% | -13.79% |
| 2021 | +24.87% | +25.06% |
| 2020 | +40.42% | +16.63% |
| 2019 | N/A | +24.49% |
| 2018 | N/A | -9.84% |
| 2017 | N/A | +16.44% |
| 2016 | N/A | +17.29% |
| 2015 | N/A | -3.68% |
| 2014 | N/A | -0.55% |
KOKU vs EQAL Drawdown Comparison
The maximum drawdown for KOKU was -25.78%, occurring on Oct 12, 2022. Recovery took 490 trading sessions.
The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The current KOKU drawdown is -1.90%.
| Rank | KOKU | EQAL |
|---|---|---|
| #1 | -25.78% Jan 3, 2022 - Dec 14, 2023 | -40.42% Jan 16, 2020 - Oct 12, 2020 |
| #2 | -17.73% Feb 14, 2025 - Jun 3, 2025 | -21.80% Nov 15, 2021 - Mar 27, 2024 |
| #3 | -9.04% Jan 27, 2026 - Apr 15, 2026 | -21.01% Sep 21, 2018 - Jul 24, 2019 |
| #4 | -8.83% Sep 2, 2020 - Nov 9, 2020 | -20.41% May 21, 2015 - Jul 12, 2016 |
| #5 | -7.91% Jul 16, 2024 - Aug 23, 2024 | -19.63% Nov 29, 2024 - Aug 22, 2025 |
| #6 | -6.87% Jun 8, 2020 - Jul 15, 2020 | -10.08% Jan 26, 2018 - Jul 9, 2018 |
| #7 | -5.46% Sep 2, 2021 - Oct 25, 2021 | -7.42% Jul 24, 2019 - Nov 15, 2019 |
| #8 | -5.14% Mar 28, 2024 - May 10, 2024 | -6.67% Mar 2, 2026 - Apr 16, 2026 |
| #9 | -4.91% Oct 28, 2025 - Dec 10, 2025 | -6.35% Oct 12, 2020 - Nov 5, 2020 |
| #10 | -4.80% Nov 8, 2021 - Dec 27, 2021 | -6.19% Mar 28, 2024 - Jul 16, 2024 |
| #11 | -4.53% Dec 6, 2024 - Jan 23, 2025 | -6.04% Aug 23, 2016 - Nov 21, 2016 |
| #12 | -4.43% Feb 16, 2021 - Mar 15, 2021 | -5.79% Oct 27, 2025 - Dec 10, 2025 |
| #13 | -4.39% Apr 17, 2020 - Apr 27, 2020 | -5.66% Jul 31, 2024 - Aug 23, 2024 |
| #14 | -4.06% Aug 30, 2024 - Sep 19, 2024 | -5.51% Jun 11, 2021 - Aug 27, 2021 |
| #15 | -3.99% Jun 2, 2026 - Jun 10, 2026 | -5.04% Dec 29, 2014 - Feb 12, 2015 |
Correlation
Correlation between KOKU and EQAL is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2015 - 2026)
KOKU vs EQAL dividend yield comparison.
| Year | KOKU | EQAL |
|---|---|---|
| 2026 | 0.21% | 0.42% |
| 2025 | 1.48% | 1.79% |
| 2024 | 1.63% | 1.62% |
| 2023 | 1.76% | 1.88% |
| 2022 | 1.98% | 1.95% |
| 2021 | 1.89% | 1.32% |
| 2020 | 0.55% | 1.63% |
| 2019 | 0.00% | 1.61% |
| 2018 | 0.00% | 1.63% |
| 2017 | 0.00% | 1.18% |
| 2016 | 0.00% | 1.57% |
| 2015 | 0.00% | 1.64% |
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