PortfoliosLab logoPortfoliosLab logo
DXJ vs. VTIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DXJ vs. VTIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Japan Hedged Equity Fund (DXJ) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, DXJ achieves a 20.23% return, which is significantly higher than VTIP's 1.36% return. Over the past 10 years, DXJ has outperformed VTIP with an annualized return of 19.25%, while VTIP has yielded a comparatively lower 3.03% annualized return.


DXJ

1D
-3.57%
1M
2.21%
YTD
20.23%
6M
20.18%
1Y
55.89%
3Y*
31.66%
5Y*
26.40%
10Y*
19.25%

VTIP

1D
0.02%
1M
-0.22%
YTD
1.36%
6M
1.50%
1Y
3.58%
3Y*
5.00%
5Y*
3.28%
10Y*
3.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DXJ vs. VTIP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DXJ
WisdomTree Japan Hedged Equity Fund
20.23%32.78%29.83%42.04%5.96%17.99%3.94%18.94%-19.78%22.81%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
1.36%6.07%4.74%4.62%-2.94%5.36%4.95%4.86%0.56%0.82%

Correlation

The correlation between DXJ and VTIP is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.14

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

-0.07

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

-0.05

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

-0.09

Correlation (All Time)
Calculated using the full available price history since Oct 16, 2012

-0.09

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

DXJ vs. VTIP — Risk / Return Rank

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

DXJ
DXJ Risk / Return Rank: 9090
Overall Rank
DXJ Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
DXJ Sortino Ratio Rank: 9090
Sortino Ratio Rank
DXJ Omega Ratio Rank: 9090
Omega Ratio Rank
DXJ Calmar Ratio Rank: 8989
Calmar Ratio Rank
DXJ Martin Ratio Rank: 9090
Martin Ratio Rank

VTIP
VTIP Risk / Return Rank: 8383
Overall Rank
VTIP Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
VTIP Sortino Ratio Rank: 8484
Sortino Ratio Rank
VTIP Omega Ratio Rank: 8282
Omega Ratio Rank
VTIP Calmar Ratio Rank: 8888
Calmar Ratio Rank
VTIP Martin Ratio Rank: 8787
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. VTIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan Hedged Equity Fund (DXJ) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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.


DXJVTIPDifference
Sharpe ratioReturn per unit of total volatility

+0.81

Sortino ratioReturn per unit of downside risk

+0.44

Omega ratioGain probability vs. loss probability

1.55

1.47

+0.09

Calmar ratioReturn relative to maximum drawdown

5.12

5.03

+0.08

Martin ratioReturn relative to average drawdown

19.78

17.90

+1.89

DXJ vs. VTIP - Sharpe Ratio Comparison

The current DXJ Sharpe Ratio is 3.10, which is higher than the VTIP Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of DXJ and VTIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

DXJ vs. VTIP - Drawdown Comparison

The maximum DXJ drawdown since its inception was -49.63%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for DXJ and VTIP.


Loading charts...

Drawdown Indicators


DXJVTIPDifference

Max Drawdown

Largest peak-to-trough decline

-49.63%

-6.27%

-43.36%

Max Drawdown (1Y)

Largest decline over 1 year

-10.98%

-0.71%

-10.27%

Max Drawdown (3Y)

Largest decline over 3 years

-22.19%

-0.98%

-21.21%

Max Drawdown (5Y)

Largest decline over 5 years

-22.19%

-5.50%

-16.69%

Max Drawdown (10Y)

Largest decline over 10 years

-39.14%

-6.27%

-32.87%

Current Drawdown

Current decline from peak

-3.57%

-0.69%

-2.88%

Average Drawdown

Average peak-to-trough decline

-14.30%

-1.04%

-13.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.83%

0.20%

+2.63%

Volatility

DXJ vs. VTIP - Volatility Comparison

WisdomTree Japan Hedged Equity Fund (DXJ) has a higher volatility of 6.28% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.65%. This indicates that DXJ's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


DXJVTIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.28%

0.65%

+5.63%

Volatility (6M)

Calculated over the trailing 6-month period

14.08%

1.17%

+12.91%

Volatility (1Y)

Calculated over the trailing 1-year period

18.14%

1.57%

+16.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.08%

2.77%

+16.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.00%

2.74%

+17.26%

DXJ vs. VTIP - Expense Ratio Comparison

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


Dividends

DXJ vs. VTIP - Dividend Comparison

DXJ's dividend yield for the trailing twelve months is around 1.08%, less than VTIP's 3.61% yield.


PositionTTM20252024202320222021202020192018201720162015
DXJ
WisdomTree Japan Hedged Equity Fund
1.08%1.29%3.48%3.44%3.02%2.64%2.53%2.47%2.92%2.30%1.98%5.95%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
3.61%3.81%2.70%2.86%6.84%4.68%1.20%1.95%2.45%1.52%0.76%0.00%

Frequently Asked Questions


DXJ and VTIP have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DXJ has higher volatility (6.28%) compared to VTIP (0.65%). In terms of maximum drawdown, DXJ dropped -49.63% vs VTIP's -6.27%.

On 10-year performance, DXJ leads with 19.25% vs 3.03% for VTIP. On fees, VTIP is cheaper at 0.03% per year. On volatility, VTIP has been the lower-risk option at 0.65%. 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 19.25% return vs 3.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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

VTIP has the higher dividend yield at 3.61%, compared with 1.08% for DXJ.

DXJ is categorized as Japan Equities, while VTIP is Inflation-Protected Bonds. DXJ tracks WisdomTree Japan Hedged Equity Index, while VTIP tracks Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index. They also come from different issuers: WisdomTree and Vanguard. Their fees differ too: 0.48% for DXJ and 0.03% for VTIP.

DXJ currently has the higher Sharpe Ratio (3.10 vs 2.28), 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 VTIP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer