EWJV vs. DFJ
Compare and contrast key facts about iShares MSCI Japan Value ETF (EWJV) and WisdomTree Japan SmallCap Dividend Fund (DFJ).
EWJV and DFJ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. DFJ is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Japan SmallCap Dividend Index. It was launched on Jun 16, 2006. Both EWJV and DFJ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EWJV or DFJ.
Correlation
The correlation between EWJV and DFJ is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EWJV vs. DFJ - Performance Comparison
Key characteristics
EWJV:
0.30
DFJ:
0.22
EWJV:
0.53
DFJ:
0.41
EWJV:
1.06
DFJ:
1.05
EWJV:
0.45
DFJ:
0.33
EWJV:
1.40
DFJ:
0.77
EWJV:
3.85%
DFJ:
4.56%
EWJV:
18.06%
DFJ:
15.65%
EWJV:
-30.05%
DFJ:
-46.00%
EWJV:
-4.95%
DFJ:
-3.67%
Returns By Period
In the year-to-date period, EWJV achieves a 5.66% return, which is significantly higher than DFJ's 4.06% return.
EWJV
5.66%
-0.66%
2.71%
5.76%
14.59%
N/A
DFJ
4.06%
-0.07%
-0.71%
4.69%
10.85%
5.90%
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EWJV vs. DFJ - Expense Ratio Comparison
EWJV has a 0.15% expense ratio, which is lower than DFJ's 0.58% expense ratio.
Risk-Adjusted Performance
EWJV vs. DFJ — Risk-Adjusted Performance Rank
EWJV
DFJ
EWJV vs. DFJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan Value ETF (EWJV) and WisdomTree Japan SmallCap Dividend Fund (DFJ). 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.
Dividends
EWJV vs. DFJ - Dividend Comparison
EWJV's dividend yield for the trailing twelve months is around 3.88%, more than DFJ's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EWJV iShares MSCI Japan Value ETF | 3.88% | 4.10% | 3.32% | 2.71% | 2.47% | 1.97% | 4.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFJ WisdomTree Japan SmallCap Dividend Fund | 1.60% | 2.46% | 2.43% | 2.62% | 2.07% | 2.59% | 2.24% | 1.89% | 1.60% | 1.76% | 1.23% | 1.63% |
Drawdowns
EWJV vs. DFJ - Drawdown Comparison
The maximum EWJV drawdown since its inception was -30.05%, smaller than the maximum DFJ drawdown of -46.00%. Use the drawdown chart below to compare losses from any high point for EWJV and DFJ. For additional features, visit the drawdowns tool.
Volatility
EWJV vs. DFJ - Volatility Comparison
iShares MSCI Japan Value ETF (EWJV) has a higher volatility of 5.19% compared to WisdomTree Japan SmallCap Dividend Fund (DFJ) at 3.84%. This indicates that EWJV's price experiences larger fluctuations and is considered to be riskier than DFJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.