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SCJ vs. DXJS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCJ vs. DXJS - Performance Comparison

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

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Returns By Period


SCJ

1D
-1.77%
1M
1.86%
6M
11.28%
YTD
16.18%
1Y
30.29%
3Y*
17.75%
5Y*
7.55%
10Y*
7.77%

DXJS

1D
1M
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCJ vs. DXJS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCJ
iShares MSCI Japan Small Cap ETF
16.18%29.58%3.41%13.22%-12.75%-2.95%7.46%16.16%-17.17%31.61%
DXJS
WisdomTree Japan Hedged SmallCap Equity Fund
23.30%37.08%20.70%38.96%5.02%11.66%-3.22%18.24%-18.69%29.56%

Correlation

The correlation between SCJ and DXJS is 0.73, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.73

Correlation (3Y)
Calculated over the trailing 3-year period

0.69

Correlation (5Y)
Calculated over the trailing 5-year period

0.66

Correlation (10Y)
Calculated over the trailing 10-year period

0.72

Correlation (All Time)
Calculated using the full available price history since Jun 28, 2013

0.75

The correlation between SCJ and DXJS has been stable across timeframes, ranging from 0.66 to 0.75 - a consistent structural relationship.

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Return for Risk

SCJ vs. DXJS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCJ
SCJ Risk / Return Rank: 6666
Overall Rank
SCJ Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
SCJ Sortino Ratio Rank: 7070
Sortino Ratio Rank
SCJ Omega Ratio Rank: 6767
Omega Ratio Rank
SCJ Calmar Ratio Rank: 6363
Calmar Ratio Rank
SCJ Martin Ratio Rank: 6060
Martin Ratio Rank

DXJS

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

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.

SCJ vs. DXJS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Japan Small Cap ETF (SCJ) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SCJDXJSDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

2.50

Martin ratioReturn relative to average drawdown

8.37

SCJ vs. DXJS - Sharpe Ratio Comparison


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Drawdowns

SCJ vs. DXJS - Drawdown Comparison


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Drawdown Indicators


SCJDXJSDifference

Max Drawdown

Largest peak-to-trough decline

-43.52%

Max Drawdown (1Y)

Largest decline over 1 year

-12.17%

Max Drawdown (3Y)

Largest decline over 3 years

-12.43%

Max Drawdown (5Y)

Largest decline over 5 years

-33.25%

Max Drawdown (10Y)

Largest decline over 10 years

-38.87%

Current Drawdown

Current decline from peak

-3.04%

Average Drawdown

Average peak-to-trough decline

-10.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.63%

Volatility

SCJ vs. DXJS - Volatility Comparison


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Volatility by Period


SCJDXJSDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.33%

Volatility (6M)

Calculated over the trailing 6-month period

14.08%

Volatility (1Y)

Calculated over the trailing 1-year period

16.84%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.29%

SCJ vs. DXJS - Expense Ratio Comparison

SCJ has a 0.49% expense ratio, which is lower than DXJS's 0.58% expense ratio.


Dividends

SCJ vs. DXJS - Dividend Comparison

SCJ's dividend yield for the trailing twelve months is around 2.76%, while DXJS has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DXJS
WisdomTree Japan Hedged SmallCap Equity Fund
0.53%1.78%4.02%2.71%2.63%2.96%3.04%2.17%2.06%1.53%1.66%3.61%
SCJ
iShares MSCI Japan Small Cap ETF
2.76%3.14%1.79%1.99%1.18%1.87%0.89%1.85%1.44%1.45%2.73%1.53%

Frequently Asked Questions


SCJ and DXJS have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SCJ is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

SCJ is cheaper with a 0.49% expense ratio, compared with 0.58% for DXJS.

SCJ has the higher dividend yield at 2.76%, compared with 0.53% for DXJS.

SCJ tracks MSCI Japan Small Cap Index, while DXJS tracks WisdomTree Japan Hedged SmallCap Equity Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.49% for SCJ and 0.58% for DXJS.

Portfolio Optimizer

Find the right allocation for SCJ and DXJS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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