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JPY vs. DXJS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

JPY vs. DXJS

Last updated Apr 2, 2026

Compare and contrast key facts about Lazard Japanese Equity ETF (JPY) and WisdomTree Japan Hedged SmallCap Equity Fund (DXJS).

JPY and DXJS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JPY is an actively managed fund by Lazard. It was launched on Apr 4, 2025. 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.

Performance

JPY vs. DXJS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lazard Japanese Equity ETF (JPY) and WisdomTree Japan Hedged SmallCap Equity Fund (DXJS). The values are adjusted to include any dividend payments, if applicable.

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JPY vs. DXJS - Yearly Performance Comparison

2026 (YTD)2025
JPY
Lazard Japanese Equity ETF		5.21%39.81%
DXJS
WisdomTree Japan Hedged SmallCap Equity Fund		20.51%54.31%

Returns By Period

In the year-to-date period, JPY achieves a 5.21% return, which is significantly lower than DXJS's 20.51% return.

JPY

1D
2.24%
1M
-4.30%
YTD
5.21%
6M
8.26%
1Y
—
3Y*
—
5Y*
—
10Y*
—

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Lazard Japanese Equity ETF

WisdomTree Japan Hedged SmallCap Equity Fund

Often compared with JPY:
JPY vs. EMKTJPY vs. TEKYJPY vs. DBJPJPY vs. DFJJPY vs. DXJJPY vs. IDEQJPY vs. BBJP
Often compared with DXJS:
DXJS vs. DXJDXJS vs. DFJDXJS vs. FXYDXJS vs. GSJYDXJS vs. FJSCXDXJS vs. SHDXJS vs. AVDV

JPY vs. DXJS - Expense Ratio Comparison

JPY has a 0.60% expense ratio, which is higher than DXJS's 0.58% expense ratio.

JPY
Lazard Japanese Equity ETF
DXJS
WisdomTree Japan Hedged SmallCap Equity Fund

Return for Risk

JPY vs. DXJS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
JPY
DXJS
DXJS Risk / Return Rank: 9797
Overall Rank
DXJS Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
DXJS Sortino Ratio Rank: 9797
Sortino Ratio Rank
DXJS Omega Ratio Rank: 9696
Omega Ratio Rank
DXJS Calmar Ratio Rank: 9797
Calmar Ratio Rank
DXJS Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JPY vs. DXJS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lazard Japanese Equity ETF (JPY) and WisdomTree Japan Hedged SmallCap Equity Fund (DXJS). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

JPY vs. DXJS - Sharpe Ratio Comparison

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Sharpe Ratios by Period

JPYDXJSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

3.07

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

1.33

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.85

—

Sharpe Ratio (All Time)

Calculated using the full available price history

2.25

0.75

+1.50

Correlation

The correlation between JPY and DXJS is 0.75, 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.

Dividends

JPY vs. DXJS - Dividend Comparison

JPY's dividend yield for the trailing twelve months is around 2.26%, more than DXJS's 1.58% yield.

TTM20252024202320222021202020192018201720162015
JPY
Lazard Japanese Equity ETF		2.26%2.38%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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%

Drawdowns

JPY vs. DXJS - Drawdown Comparison

The maximum JPY drawdown since its inception was -15.13%, smaller than the maximum DXJS drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for JPY and DXJS.

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Drawdown Indicators

JPYDXJSDifference

Max Drawdown

Largest peak-to-trough decline

-15.13%

-39.30%

+24.17%

Max Drawdown (1Y)

Largest decline over 1 year

—

-11.09%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-16.49%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-39.30%

—

Current Drawdown

Current decline from peak

-9.26%

-2.94%

-6.32%

Average Drawdown

Average peak-to-trough decline

-2.22%

-6.54%

+4.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.80%

—

Volatility

JPY vs. DXJS - Volatility Comparison

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Volatility by Period

JPYDXJSDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

8.05%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

15.35%

—

Volatility (1Y)

Calculated over the trailing 1-year period

21.50%

21.19%

+0.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.50%

17.87%

+3.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.50%

19.90%

+1.60%