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DXJ vs. BND
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DXJ vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Japan Hedged Equity Fund (DXJ) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DXJ achieves a 18.74% return, which is significantly higher than BND's 0.52% return. Over the past 10 years, DXJ has outperformed BND with an annualized return of 18.72%, while BND has yielded a comparatively lower 1.58% annualized return.


DXJ

1D
0.74%
1M
-0.20%
YTD
18.74%
6M
19.84%
1Y
53.35%
3Y*
30.91%
5Y*
26.01%
10Y*
18.72%

BND

1D
-0.12%
1M
0.42%
YTD
0.52%
6M
0.91%
1Y
4.40%
3Y*
4.17%
5Y*
0.03%
10Y*
1.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DXJ vs. BND - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DXJ
WisdomTree Japan Hedged Equity Fund
18.74%32.78%29.83%42.04%5.96%17.99%3.94%18.94%-19.78%22.81%
BND
Vanguard Total Bond Market ETF
0.52%7.08%1.38%5.65%-13.11%-1.86%7.71%8.84%-0.12%3.57%

Correlation

The correlation between DXJ and BND is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.09

Correlation (3Y)
Calculated over the trailing 3-year period

0.01

Correlation (5Y)
Calculated over the trailing 5-year period

-0.06

Correlation (10Y)
Calculated over the trailing 10-year period

-0.17

Correlation (All Time)
Calculated using the full available price history since Apr 10, 2007

-0.22

The correlation between DXJ and BND shifts across timeframes, from -0.22 (all time) to 0.09 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

DXJ vs. BND — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DXJ
DXJ Risk / Return Rank: 9292
Overall Rank
DXJ Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
DXJ Sortino Ratio Rank: 9393
Sortino Ratio Rank
DXJ Omega Ratio Rank: 9292
Omega Ratio Rank
DXJ Calmar Ratio Rank: 9090
Calmar Ratio Rank
DXJ Martin Ratio Rank: 9191
Martin Ratio Rank

BND
BND Risk / Return Rank: 3737
Overall Rank
BND Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
BND Sortino Ratio Rank: 3838
Sortino Ratio Rank
BND Omega Ratio Rank: 3535
Omega Ratio Rank
BND Calmar Ratio Rank: 3737
Calmar Ratio Rank
BND Martin Ratio Rank: 3535
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DXJ vs. BND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan Hedged Equity Fund (DXJ) and Vanguard Total Bond Market ETF (BND). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DXJBNDDifference
Sharpe ratioReturn per unit of total volatility

+1.84

Sortino ratioReturn per unit of downside risk

+2.26

Omega ratioGain probability vs. loss probability

1.54

1.21

+0.33

Calmar ratioReturn relative to maximum drawdown

4.88

1.65

+3.23

Martin ratioReturn relative to average drawdown

18.93

4.81

+14.12

DXJ vs. BND - Sharpe Ratio Comparison

The current DXJ Sharpe Ratio is 3.02, which is higher than the BND Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of DXJ and BND, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DXJ vs. BND - Drawdown Comparison

The maximum DXJ drawdown since its inception was -49.63%, which is greater than BND's maximum drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for DXJ and BND.


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Drawdown Indicators


DXJBNDDifference

Max Drawdown

Largest peak-to-trough decline

-49.63%

-18.58%

-31.05%

Max Drawdown (1Y)

Largest decline over 1 year

-10.98%

-2.68%

-8.30%

Max Drawdown (3Y)

Largest decline over 3 years

-22.19%

-5.92%

-16.27%

Max Drawdown (5Y)

Largest decline over 5 years

-22.19%

-17.91%

-4.28%

Max Drawdown (10Y)

Largest decline over 10 years

-39.14%

-18.58%

-20.56%

Current Drawdown

Current decline from peak

-1.34%

-2.12%

+0.78%

Average Drawdown

Average peak-to-trough decline

-14.32%

-3.06%

-11.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.83%

0.92%

+1.91%

Volatility

DXJ vs. BND - Volatility Comparison

WisdomTree Japan Hedged Equity Fund (DXJ) has a higher volatility of 4.64% compared to Vanguard Total Bond Market ETF (BND) at 1.28%. This indicates that DXJ's price experiences larger fluctuations and is considered to be riskier than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DXJBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.64%

1.28%

+3.36%

Volatility (6M)

Calculated over the trailing 6-month period

13.56%

2.74%

+10.82%

Volatility (1Y)

Calculated over the trailing 1-year period

17.73%

3.75%

+13.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.02%

6.03%

+12.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.17%

5.53%

+14.64%

DXJ vs. BND - Expense Ratio Comparison

DXJ has a 0.48% expense ratio, which is higher than BND's 0.03% expense ratio.


Dividends

DXJ vs. BND - Dividend Comparison

DXJ's dividend yield for the trailing twelve months is around 1.09%, less than BND's 3.96% yield.


PositionTTM20252024202320222021202020192018201720162015
BND
Vanguard Total Bond Market ETF
3.96%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%
DXJ
WisdomTree Japan Hedged Equity Fund
1.09%1.29%3.48%3.44%3.02%2.64%2.53%2.47%2.92%2.30%1.98%5.95%

Frequently Asked Questions


DXJ and BND have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DXJ has higher volatility (4.64%) compared to BND (1.28%). In terms of maximum drawdown, DXJ dropped -49.63% vs BND's -18.58%.

On 10-year performance, DXJ leads with 18.72% vs 1.58% for BND. On fees, BND is cheaper at 0.03% per year. On volatility, BND has been the lower-risk option at 1.28%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, DXJ has performed better with a 18.72% return vs 1.58%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BND is cheaper with a 0.03% expense ratio, compared with 0.48% for DXJ.

BND has the higher dividend yield at 3.96%, compared with 1.09% for DXJ.

DXJ is categorized as Japan Equities, while BND is Total Bond Market. DXJ tracks WisdomTree Japan Hedged Equity Index, while BND tracks Bloomberg U.S. Aggregate Float Adjusted Index. They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.48% for DXJ and 0.03% for BND.

DXJ currently has the higher Sharpe Ratio (3.02 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for DXJ and BND

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