DXJS vs. FXY

In the year-to-date period, DXJS achieves a 3.53% return, which is significantly lower than FXY's 7.98% return. Over the past 10 years, DXJS has outperformed FXY with an annualized return of 10.28%, while FXY has yielded a comparatively lower -2.44% annualized return.

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DXJS has a 0.58% expense ratio, which is higher than FXY's 0.40% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) and Invesco CurrencyShares® Japanese Yen Trust (FXY). 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.

The current DXJS Sharpe Ratio is 0.46, which is comparable to the FXY Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of DXJS and FXY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DXJS's dividend yield for the trailing twelve months is around 3.18%, while FXY has not paid dividends to shareholders.

The maximum DXJS drawdown since its inception was -39.29%, smaller than the maximum FXY drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for DXJS and FXY. For additional features, visit the drawdowns tool.

WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) has a higher volatility of 5.09% compared to Invesco CurrencyShares® Japanese Yen Trust (FXY) at 4.74%. This indicates that DXJS's price experiences larger fluctuations and is considered to be riskier than FXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.