RDOG vs. DXJ
Compare and contrast key facts about ALPS REIT Dividend Dogs ETF (RDOG) and WisdomTree Japan Hedged Equity Fund (DXJ).
RDOG and DXJ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RDOG is a passively managed fund by SS&C that tracks the performance of the S-Network REIT Dividend Dogs Index. It was launched on May 7, 2008. 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. Both RDOG and DXJ 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: RDOG or DXJ.
Key characteristics
| RDOG | DXJ | |
|---|---|---|
| YTD Return | 9.68% | 25.86% |
| 1Y Return | 23.36% | 23.73% |
| 3Y Return (Ann) | -2.34% | 23.68% |
| 5Y Return (Ann) | 2.12% | 18.44% |
| 10Y Return (Ann) | 3.73% | 11.45% |
| Sharpe Ratio | 1.58 | 1.22 |
| Sortino Ratio | 2.33 | 1.59 |
| Omega Ratio | 1.29 | 1.24 |
| Calmar Ratio | 1.10 | 1.14 |
| Martin Ratio | 5.85 | 4.06 |
| Ulcer Index | 5.30% | 6.25% |
| Daily Std Dev | 19.58% | 20.85% |
| Max Drawdown | -69.88% | -49.63% |
| Current Drawdown | -10.51% | -6.47% |
Correlation
The correlation between RDOG and DXJ is 0.47, 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.
Performance
RDOG vs. DXJ - Performance Comparison
In the year-to-date period, RDOG achieves a 9.68% return, which is significantly lower than DXJ's 25.86% return. Over the past 10 years, RDOG has underperformed DXJ with an annualized return of 3.73%, while DXJ has yielded a comparatively higher 11.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RDOG vs. DXJ - Expense Ratio Comparison
RDOG has a 0.35% expense ratio, which is lower than DXJ's 0.48% expense ratio.
Risk-Adjusted Performance
RDOG vs. DXJ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ALPS REIT Dividend Dogs ETF (RDOG) 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.
Dividends
RDOG vs. DXJ - Dividend Comparison
RDOG's dividend yield for the trailing twelve months is around 6.00%, more than DXJ's 2.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDOG ALPS REIT Dividend Dogs ETF | 6.00% | 7.07% | 5.25% | 2.98% | 5.11% | 3.10% | 3.13% | 3.64% | 3.66% | 3.43% | 2.90% | 1.03% |
DXJ WisdomTree Japan Hedged Equity Fund | 2.34% | 3.44% | 3.03% | 2.64% | 2.53% | 2.47% | 2.92% | 2.30% | 1.98% | 5.95% | 11.61% | 2.44% |
Drawdowns
RDOG vs. DXJ - Drawdown Comparison
The maximum RDOG drawdown since its inception was -69.88%, which is greater than DXJ's maximum drawdown of -49.63%. Use the drawdown chart below to compare losses from any high point for RDOG and DXJ. For additional features, visit the drawdowns tool.
Volatility
RDOG vs. DXJ - Volatility Comparison
ALPS REIT Dividend Dogs ETF (RDOG) and WisdomTree Japan Hedged Equity Fund (DXJ) have volatilities of 4.65% and 4.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.