DBJP vs. FJSCX
Compare and contrast key facts about Xtrackers MSCI Japan Hedged Equity ETF (DBJP) and Fidelity Japan Smaller Companies Fund (FJSCX).
DBJP is a passively managed fund by Deutsche Bank that tracks the performance of the MSCI Japan US Dollar Hedged Index. It was launched on Jun 9, 2011. FJSCX is managed by Fidelity. It was launched on Nov 1, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DBJP or FJSCX.
Correlation
The correlation between DBJP and FJSCX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DBJP vs. FJSCX - Performance Comparison
Key characteristics
DBJP:
1.19
FJSCX:
0.38
DBJP:
1.56
FJSCX:
0.62
DBJP:
1.23
FJSCX:
1.09
DBJP:
1.11
FJSCX:
0.51
DBJP:
3.62
FJSCX:
1.72
DBJP:
6.58%
FJSCX:
4.14%
DBJP:
20.08%
FJSCX:
18.87%
DBJP:
-31.30%
FJSCX:
-66.21%
DBJP:
-7.77%
FJSCX:
-11.98%
Returns By Period
In the year-to-date period, DBJP achieves a 21.43% return, which is significantly higher than FJSCX's 2.85% return. Over the past 10 years, DBJP has outperformed FJSCX with an annualized return of 10.06%, while FJSCX has yielded a comparatively lower 6.27% annualized return.
DBJP
21.43%
-0.76%
1.32%
22.80%
14.33%
10.06%
FJSCX
2.85%
-4.26%
-0.13%
6.60%
1.15%
6.27%
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DBJP vs. FJSCX - Expense Ratio Comparison
DBJP has a 0.46% expense ratio, which is lower than FJSCX's 0.91% expense ratio.
Risk-Adjusted Performance
DBJP vs. FJSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI Japan Hedged Equity ETF (DBJP) and Fidelity Japan Smaller Companies Fund (FJSCX). 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.
Dividends
DBJP vs. FJSCX - Dividend Comparison
DBJP's dividend yield for the trailing twelve months is around 2.89%, while FJSCX has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Xtrackers MSCI Japan Hedged Equity ETF | 2.89% | 5.21% | 0.80% | 2.30% | 2.53% | 2.56% | 3.87% | 2.07% | 1.13% | 5.95% | 10.53% | 1.84% |
Fidelity Japan Smaller Companies Fund | 0.00% | 2.16% | 0.05% | 3.26% | 1.05% | 1.31% | 0.74% | 0.85% | 1.15% | 2.09% | 2.06% | 2.57% |
Drawdowns
DBJP vs. FJSCX - Drawdown Comparison
The maximum DBJP drawdown since its inception was -31.30%, smaller than the maximum FJSCX drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for DBJP and FJSCX. For additional features, visit the drawdowns tool.
Volatility
DBJP vs. FJSCX - Volatility Comparison
The current volatility for Xtrackers MSCI Japan Hedged Equity ETF (DBJP) is 4.44%, while Fidelity Japan Smaller Companies Fund (FJSCX) has a volatility of 7.62%. This indicates that DBJP experiences smaller price fluctuations and is considered to be less risky than FJSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.