Correlation
The correlation between JPAN and DXJ is 0.54, 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.
JPAN vs. DXJ
Compare and contrast key facts about Matthews Japan Active ETF (JPAN) and WisdomTree Japan Hedged Equity Fund (DXJ).
JPAN and DXJ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPAN is an actively managed fund by Matthews Asia. It was launched on Sep 21, 2023. DXJ is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree Japan Hedged Equity Index. It was launched on Jun 16, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JPAN or DXJ.
Performance
JPAN vs. DXJ - Performance Comparison
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Key characteristics
JPAN:
0.86
DXJ:
0.29
JPAN:
1.20
DXJ:
0.51
JPAN:
1.17
DXJ:
1.08
JPAN:
1.13
DXJ:
0.30
JPAN:
3.55
DXJ:
0.90
JPAN:
4.84%
DXJ:
7.52%
JPAN:
21.45%
DXJ:
26.27%
JPAN:
-15.25%
DXJ:
-49.63%
JPAN:
-0.96%
DXJ:
-1.29%
Returns By Period
In the year-to-date period, JPAN achieves a 10.63% return, which is significantly higher than DXJ's 2.70% return.
JPAN
10.63%
4.33%
11.71%
18.34%
N/A
N/A
N/A
DXJ
2.70%
3.92%
8.66%
7.51%
24.79%
22.62%
9.84%
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JPAN vs. DXJ - Expense Ratio Comparison
JPAN has a 0.79% expense ratio, which is higher than DXJ's 0.48% expense ratio.
Risk-Adjusted Performance
JPAN vs. DXJ — Risk-Adjusted Performance Rank
JPAN
DXJ
JPAN vs. DXJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews Japan Active ETF (JPAN) and WisdomTree Japan Hedged Equity Fund (DXJ). 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.
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Dividends
JPAN vs. DXJ - Dividend Comparison
JPAN's dividend yield for the trailing twelve months is around 1.38%, less than DXJ's 3.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPAN Matthews Japan Active ETF | 1.38% | 1.53% | 0.51% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DXJ WisdomTree Japan Hedged Equity Fund | 3.12% | 3.48% | 3.44% | 3.03% | 2.64% | 2.53% | 2.47% | 2.92% | 2.30% | 1.98% | 5.95% | 11.61% |
Drawdowns
JPAN vs. DXJ - Drawdown Comparison
The maximum JPAN drawdown since its inception was -15.25%, smaller than the maximum DXJ drawdown of -49.63%. Use the drawdown chart below to compare losses from any high point for JPAN and DXJ.
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Volatility
JPAN vs. DXJ - Volatility Comparison
The current volatility for Matthews Japan Active ETF (JPAN) is 4.45%, while WisdomTree Japan Hedged Equity Fund (DXJ) has a volatility of 5.97%. This indicates that JPAN experiences smaller price fluctuations and is considered to be less risky than DXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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