DFJ vs. SCJ
Compare and contrast key facts about WisdomTree Japan SmallCap Dividend Fund (DFJ) and iShares MSCI Japan Small Cap ETF (SCJ).
DFJ and SCJ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SCJ is a passively managed fund by iShares that tracks the performance of the MSCI Japan Small Cap Index. It was launched on Dec 20, 2007. Both DFJ and SCJ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFJ or SCJ.
Correlation
The correlation between DFJ and SCJ is 0.59, 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
DFJ vs. SCJ - Performance Comparison
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Key characteristics
DFJ:
0.51
SCJ:
0.60
DFJ:
0.87
SCJ:
0.98
DFJ:
1.11
SCJ:
1.13
DFJ:
0.78
SCJ:
0.65
DFJ:
2.11
SCJ:
2.24
DFJ:
4.68%
SCJ:
4.88%
DFJ:
17.69%
SCJ:
17.85%
DFJ:
-46.00%
SCJ:
-43.52%
DFJ:
-1.30%
SCJ:
-2.34%
Returns By Period
The year-to-date returns for both investments are quite close, with DFJ having a 9.06% return and SCJ slightly higher at 9.46%. Over the past 10 years, DFJ has outperformed SCJ with an annualized return of 6.05%, while SCJ has yielded a comparatively lower 5.11% annualized return.
DFJ
9.06%
5.68%
9.45%
9.61%
8.39%
6.05%
SCJ
9.46%
5.72%
8.13%
11.05%
6.20%
5.11%
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DFJ vs. SCJ - Expense Ratio Comparison
DFJ has a 0.58% expense ratio, which is higher than SCJ's 0.49% expense ratio.
Risk-Adjusted Performance
DFJ vs. SCJ — Risk-Adjusted Performance Rank
DFJ
SCJ
DFJ vs. SCJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan SmallCap Dividend Fund (DFJ) and iShares MSCI Japan Small Cap ETF (SCJ). 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.
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Dividends
DFJ vs. SCJ - Dividend Comparison
DFJ's dividend yield for the trailing twelve months is around 1.53%, less than SCJ's 1.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFJ WisdomTree Japan SmallCap Dividend Fund | 1.53% | 2.46% | 2.43% | 2.62% | 2.07% | 2.59% | 2.24% | 1.89% | 1.60% | 1.76% | 1.23% | 1.63% |
SCJ iShares MSCI Japan Small Cap ETF | 1.64% | 1.79% | 1.99% | 1.18% | 1.87% | 0.89% | 4.46% | 1.44% | 1.45% | 2.73% | 1.53% | 2.31% |
Drawdowns
DFJ vs. SCJ - Drawdown Comparison
The maximum DFJ drawdown since its inception was -46.00%, which is greater than SCJ's maximum drawdown of -43.52%. Use the drawdown chart below to compare losses from any high point for DFJ and SCJ. For additional features, visit the drawdowns tool.
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Volatility
DFJ vs. SCJ - Volatility Comparison
WisdomTree Japan SmallCap Dividend Fund (DFJ) and iShares MSCI Japan Small Cap ETF (SCJ) have volatilities of 4.93% and 5.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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