BBJP vs. DFJ
Compare and contrast key facts about JPMorgan BetaBuilders Japan ETF (BBJP) and WisdomTree Japan SmallCap Dividend Fund (DFJ).
BBJP and DFJ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BBJP is a passively managed fund by JPMorgan that tracks the performance of the Morningstar Japan Target Market Exposure Index. It was launched on Jun 15, 2018. DFJ is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Japan SmallCap Dividend Index. It was launched on Jun 16, 2006. Both BBJP and DFJ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
BBJP vs. DFJ - Performance Comparison
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BBJP vs. DFJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BBJP JPMorgan BetaBuilders Japan ETF | 4.55% | 26.55% | 7.47% | 20.65% | -17.24% | 1.21% | 15.42% | 18.85% | -13.92% |
DFJ WisdomTree Japan SmallCap Dividend Fund | 5.94% | 31.90% | 2.80% | 21.81% | -9.00% | 0.38% | 1.29% | 16.98% | -18.08% |
Returns By Period
In the year-to-date period, BBJP achieves a 4.55% return, which is significantly lower than DFJ's 5.94% return.
BBJP
- 1D
- 3.39%
- 1M
- -8.61%
- YTD
- 4.55%
- 6M
- 9.51%
- 1Y
- 29.39%
- 3Y*
- 16.75%
- 5Y*
- 6.98%
- 10Y*
- —
DFJ
- 1D
- 3.53%
- 1M
- -9.59%
- YTD
- 5.94%
- 6M
- 9.16%
- 1Y
- 32.42%
- 3Y*
- 17.78%
- 5Y*
- 8.69%
- 10Y*
- 9.09%
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BBJP vs. DFJ - Expense Ratio Comparison
BBJP has a 0.19% expense ratio, which is lower than DFJ's 0.58% expense ratio.
Return for Risk
BBJP vs. DFJ — Risk / Return Rank
BBJP
DFJ
BBJP vs. DFJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders Japan ETF (BBJP) and WisdomTree Japan SmallCap Dividend Fund (DFJ). 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.
| BBJP | DFJ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.35 | 1.88 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.96 | 2.54 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.34 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 2.41 | -0.34 |
Martin ratioReturn relative to average drawdown | 7.72 | 8.69 | -0.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBJP | DFJ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.35 | 1.88 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.55 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.30 | +0.08 |
Correlation
The correlation between BBJP and DFJ is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BBJP vs. DFJ - Dividend Comparison
BBJP's dividend yield for the trailing twelve months is around 5.13%, more than DFJ's 2.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBJP JPMorgan BetaBuilders Japan ETF | 5.13% | 5.37% | 2.80% | 3.05% | 1.52% | 2.89% | 1.12% | 2.31% | 0.65% | 0.00% | 0.00% | 0.00% |
DFJ WisdomTree Japan SmallCap Dividend Fund | 2.51% | 2.68% | 2.46% | 2.43% | 2.62% | 2.07% | 2.59% | 2.24% | 1.89% | 1.60% | 1.76% | 1.23% |
Drawdowns
BBJP vs. DFJ - Drawdown Comparison
The maximum BBJP drawdown since its inception was -32.66%, smaller than the maximum DFJ drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for BBJP and DFJ.
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Drawdown Indicators
| BBJP | DFJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.66% | -46.00% | +13.34% |
Max Drawdown (1Y)Largest decline over 1 year | -13.60% | -13.03% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -32.66% | -29.71% | -2.95% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.02% | — |
Current DrawdownCurrent decline from peak | -10.14% | -9.59% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -8.61% | -11.19% | +2.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 3.62% | +0.03% |
Volatility
BBJP vs. DFJ - Volatility Comparison
JPMorgan BetaBuilders Japan ETF (BBJP) has a higher volatility of 9.35% compared to WisdomTree Japan SmallCap Dividend Fund (DFJ) at 7.65%. This indicates that BBJP's price experiences larger fluctuations and is considered to be riskier than DFJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBJP | DFJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.35% | 7.65% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 12.62% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.86% | 17.39% | +4.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.02% | 15.75% | +2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.25% | 16.90% | +1.35% |