DXJS vs. JPAN
Compare and contrast key facts about WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) and Matthews Japan Active ETF (JPAN).
DXJS and JPAN 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. JPAN is an actively managed fund by Matthews. It was launched on Sep 21, 2023.
Performance
DXJS vs. JPAN - Performance Comparison
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DXJS vs. JPAN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
DXJS WisdomTree Japan Hedged SmallCap Equity Fund | 17.27% | 37.08% | 20.70% | 3.53% |
JPAN Matthews Japan Active ETF | 2.16% | 22.96% | 18.16% | 5.77% |
Returns By Period
In the year-to-date period, DXJS achieves a 17.27% return, which is significantly higher than JPAN's 2.16% return.
DXJS
- 1D
- 2.03%
- 1M
- -5.12%
- YTD
- 17.27%
- 6M
- 31.32%
- 1Y
- 58.83%
- 3Y*
- 34.47%
- 5Y*
- 22.94%
- 10Y*
- 16.61%
JPAN
- 1D
- 3.86%
- 1M
- -10.55%
- YTD
- 2.16%
- 6M
- 6.42%
- 1Y
- 25.37%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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DXJS vs. JPAN - Expense Ratio Comparison
DXJS has a 0.58% expense ratio, which is lower than JPAN's 0.79% expense ratio.
Return for Risk
DXJS vs. JPAN — Risk / Return Rank
DXJS
JPAN
DXJS vs. JPAN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) and Matthews Japan Active ETF (JPAN). 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 | JPAN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.81 | 1.19 | +1.62 |
Sortino ratioReturn per unit of downside risk | 3.53 | 1.73 | +1.79 |
Omega ratioGain probability vs. loss probability | 1.48 | 1.24 | +0.24 |
Calmar ratioReturn relative to maximum drawdown | 4.69 | 1.69 | +3.01 |
Martin ratioReturn relative to average drawdown | 19.87 | 6.40 | +13.47 |
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 | JPAN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.81 | 1.19 | +1.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.29 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 1.04 | -0.30 |
Correlation
The correlation between DXJS and JPAN is 0.67, 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. JPAN - Dividend Comparison
DXJS's dividend yield for the trailing twelve months is around 1.62%, less than JPAN's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DXJS WisdomTree Japan Hedged SmallCap Equity Fund | 1.62% | 1.78% | 4.02% | 2.71% | 2.63% | 2.96% | 3.04% | 2.17% | 2.06% | 1.53% | 1.66% | 3.61% |
JPAN Matthews Japan Active ETF | 4.99% | 5.10% | 1.53% | 0.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DXJS vs. JPAN - Drawdown Comparison
The maximum DXJS drawdown since its inception was -39.30%, which is greater than JPAN's maximum drawdown of -15.24%. Use the drawdown chart below to compare losses from any high point for DXJS and JPAN.
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Drawdown Indicators
| DXJS | JPAN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.30% | -15.24% | -24.06% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -14.59% | +3.12% |
Max Drawdown (5Y)Largest decline over 5 years | -16.49% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | — | — |
Current DrawdownCurrent decline from peak | -5.55% | -11.30% | +5.75% |
Average DrawdownAverage peak-to-trough decline | -6.54% | -3.05% | -3.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 3.85% | -0.96% |
Volatility
DXJS vs. JPAN - Volatility Comparison
The current volatility for WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) is 7.98%, while Matthews Japan Active ETF (JPAN) has a volatility of 9.12%. This indicates that DXJS experiences smaller price fluctuations and is considered to be less risky than JPAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DXJS | JPAN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.98% | 9.12% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 15.20% | 14.94% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.06% | 21.43% | -0.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.83% | 19.08% | -1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.88% | 19.08% | +0.80% |