WisdomTree Japan SmallCap Dividend Fund (DFJ)
DFJ is a passive ETF by WisdomTree tracking the investment results of the WisdomTree Japan SmallCap Dividend Index. DFJ launched on Jun 16, 2006 and has a 0.58% expense ratio.
ETF Info
US97717W8367
97717W836
Jun 16, 2006
Developed Asia Pacific (Japan)
1x
WisdomTree Japan SmallCap Dividend Index
Mid-Cap
Blend
Expense Ratio
DFJ features an expense ratio of 0.58%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree Japan SmallCap Dividend Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree Japan SmallCap Dividend Fund had a return of 1.45% year-to-date (YTD) and 5.62% in the last 12 months. Over the past 10 years, WisdomTree Japan SmallCap Dividend Fund had an annualized return of 6.51%, while the S&P 500 had an annualized return of 11.01%, indicating that WisdomTree Japan SmallCap Dividend Fund did not perform as well as the benchmark.
DFJ
1.45%
-0.08%
1.25%
5.62%
2.46%
6.51%
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of DFJ, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.19% | 1.57% | 2.61% | -3.78% | 1.62% | -0.30% | 5.89% | -0.20% | 1.64% | -6.20% | 2.92% | 1.45% | |
| 2023 | 5.81% | -2.66% | 3.98% | 0.24% | -3.72% | 3.98% | 5.18% | -0.12% | -1.45% | -0.95% | 4.50% | 5.77% | 21.81% |
| 2022 | -2.58% | 2.14% | -7.16% | -6.33% | 1.13% | -3.35% | 5.33% | -3.54% | -5.59% | -0.63% | 10.93% | 1.74% | -9.00% |
| 2021 | -0.45% | 1.12% | 4.47% | -2.31% | -0.08% | 0.11% | 1.31% | 1.48% | 1.26% | -3.08% | -6.92% | 4.00% | 0.38% |
| 2020 | -5.59% | -11.16% | -5.80% | 4.87% | 7.91% | -1.40% | -3.18% | 7.46% | 5.20% | -2.79% | 2.85% | 4.97% | 1.29% |
| 2019 | 5.64% | 1.04% | -0.77% | 0.31% | -5.61% | 3.62% | -0.06% | -1.60% | 5.88% | 5.21% | 1.53% | 1.23% | 16.98% |
| 2018 | 4.17% | -2.24% | -0.70% | 0.10% | -1.60% | -3.11% | 0.40% | -1.92% | 2.04% | -9.24% | 2.04% | -9.28% | -18.53% |
| 2017 | 4.07% | 3.68% | -0.18% | 1.59% | 2.52% | 1.85% | 3.01% | 1.52% | 2.32% | 3.56% | 2.28% | 2.04% | 32.14% |
| 2016 | -4.24% | -3.95% | 5.86% | -0.00% | 3.52% | -1.53% | 6.57% | -0.98% | 4.69% | 2.65% | -1.79% | 0.86% | 11.51% |
| 2015 | 3.37% | 5.61% | 2.21% | 1.90% | 1.40% | 1.71% | 0.28% | -3.24% | -2.68% | 4.98% | 2.00% | -0.46% | 18.02% |
| 2014 | -2.29% | 0.32% | 0.06% | -1.16% | 3.15% | 5.90% | -0.75% | -0.11% | -3.14% | 0.91% | -5.84% | -0.04% | -3.41% |
| 2013 | 1.26% | 3.05% | 7.54% | 5.57% | -10.33% | 3.43% | 0.82% | -2.10% | 9.63% | 0.45% | -0.87% | 0.92% | 19.48% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DFJ is 21, meaning it’s performing worse than 79% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Japan SmallCap Dividend Fund (DFJ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree Japan SmallCap Dividend Fund provided a 1.94% dividend yield over the last twelve months, with an annual payout of $1.46 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.46 | $1.82 | $1.66 | $1.48 | $1.88 | $1.65 | $1.22 | $1.29 | $1.09 | $0.70 | $0.79 | $1.12 |
Dividend yield | 1.94% | 2.43% | 2.62% | 2.07% | 2.59% | 2.24% | 1.89% | 1.60% | 1.76% | 1.23% | 1.63% | 2.20% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Japan SmallCap Dividend Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.88 |
| 2023 | $0.00 | $0.00 | $0.79 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $1.82 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $1.66 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.75 | $1.48 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 | $1.88 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.79 | $1.65 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $1.22 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $1.29 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.62 | $1.09 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.70 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.79 |
| 2013 | $0.68 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 | $1.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Japan SmallCap Dividend Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree Japan SmallCap Dividend Fund was 46.00%, occurring on Oct 10, 2008. Recovery took 1120 trading sessions.
The current WisdomTree Japan SmallCap Dividend Fund drawdown is 7.74%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46% | Feb 27, 2007 | 411 | Oct 10, 2008 | 1120 | Mar 26, 2013 | 1531 |
| -40.02% | Jan 29, 2018 | 536 | Mar 16, 2020 | 255 | Mar 19, 2021 | 791 |
| -29.71% | Sep 17, 2021 | 272 | Oct 14, 2022 | 348 | Mar 6, 2024 | 620 |
| -15.24% | May 9, 2013 | 20 | Jun 6, 2013 | 156 | Jan 17, 2014 | 176 |
| -13.83% | Aug 11, 2015 | 129 | Feb 12, 2016 | 78 | Jun 6, 2016 | 207 |
Volatility
Volatility Chart
The current WisdomTree Japan SmallCap Dividend Fund volatility is 4.43%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.