DXJS vs. EWJV
Compare and contrast key facts about WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) and iShares MSCI Japan Value ETF (EWJV).
DXJS and EWJV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DXJS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Japan Hedged SmallCap Equity Index. It was launched on Jun 28, 2013. EWJV is a passively managed fund by iShares that tracks the performance of the MSCI Japan Value Index. It was launched on Mar 5, 2019. Both DXJS and EWJV 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
DXJS vs. EWJV - Performance Comparison
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DXJS vs. EWJV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DXJS WisdomTree Japan Hedged SmallCap Equity Fund | 20.51% | 37.08% | 20.70% | 38.96% | 5.02% | 11.66% | -3.22% | 10.53% |
EWJV iShares MSCI Japan Value ETF | 9.81% | 33.96% | 11.59% | 23.60% | -6.02% | 5.48% | 2.41% | 10.48% |
Returns By Period
In the year-to-date period, DXJS achieves a 20.51% return, which is significantly higher than EWJV's 9.81% return.
DXJS
- 1D
- 2.76%
- 1M
- -0.57%
- YTD
- 20.51%
- 6M
- 36.21%
- 1Y
- 64.63%
- 3Y*
- 35.70%
- 5Y*
- 23.61%
- 10Y*
- 16.92%
EWJV
- 1D
- 2.23%
- 1M
- -3.26%
- YTD
- 9.81%
- 6M
- 17.40%
- 1Y
- 39.02%
- 3Y*
- 24.49%
- 5Y*
- 13.19%
- 10Y*
- —
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DXJS vs. EWJV - Expense Ratio Comparison
DXJS has a 0.58% expense ratio, which is higher than EWJV's 0.15% expense ratio.
Return for Risk
DXJS vs. EWJV — Risk / Return Rank
DXJS
EWJV
DXJS vs. EWJV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) and iShares MSCI Japan Value ETF (EWJV). 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.
| DXJS | EWJV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.07 | 1.81 | +1.26 |
Sortino ratioReturn per unit of downside risk | 3.80 | 2.49 | +1.31 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.35 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 5.51 | 2.60 | +2.91 |
Martin ratioReturn relative to average drawdown | 22.57 | 9.55 | +13.02 |
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
| DXJS | EWJV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.07 | 1.81 | +1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.33 | 0.74 | +0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.67 | +0.08 |
Correlation
The correlation between DXJS and EWJV is 0.64, 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.
Dividends
DXJS vs. EWJV - Dividend Comparison
DXJS's dividend yield for the trailing twelve months is around 1.58%, less than EWJV's 4.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DXJS WisdomTree Japan Hedged SmallCap Equity Fund | 1.58% | 1.78% | 4.02% | 2.71% | 2.63% | 2.96% | 3.04% | 2.17% | 2.06% | 1.53% | 1.66% | 3.61% |
EWJV iShares MSCI Japan Value ETF | 4.88% | 5.35% | 4.10% | 3.32% | 2.71% | 2.46% | 1.96% | 4.29% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DXJS vs. EWJV - Drawdown Comparison
The maximum DXJS drawdown since its inception was -39.30%, which is greater than EWJV's maximum drawdown of -30.05%. Use the drawdown chart below to compare losses from any high point for DXJS and EWJV.
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Drawdown Indicators
| DXJS | EWJV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.30% | -30.05% | -9.25% |
Max Drawdown (1Y)Largest decline over 1 year | -11.09% | -14.74% | +3.65% |
Max Drawdown (5Y)Largest decline over 5 years | -16.49% | -25.39% | +8.90% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | — | — |
Current DrawdownCurrent decline from peak | -2.94% | -8.30% | +5.36% |
Average DrawdownAverage peak-to-trough decline | -6.54% | -6.17% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 4.01% | -1.21% |
Volatility
DXJS vs. EWJV - Volatility Comparison
WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) and iShares MSCI Japan Value ETF (EWJV) have volatilities of 8.05% and 8.04%, 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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Volatility by Period
| DXJS | EWJV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.05% | 8.04% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 15.35% | 14.38% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.19% | 21.67% | -0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.87% | 17.92% | -0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.90% | 18.51% | +1.39% |