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WDIG vs. DXJ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WDIG vs. DXJ

Last updated Jun 24, 2026

WDIG (WisdomTree Efficient Rare Earth Plus Strategic Metals Fund) and DXJ (WisdomTree Japan Hedged Equity Fund) are both exchange-traded funds - WDIG is a Rare Earth & Strategic Metals fund actively managed by WisdomTree, while DXJ is a Japan Equities fund tracking the WisdomTree Japan Hedged Equity Index. WDIG is actively managed, while DXJ is passively managed. A 0.66 correlation means they provide meaningful diversification when combined. WDIG charges 0.55%/yr vs 0.48%/yr for DXJ.

Performance

WDIG vs. DXJ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) and WisdomTree Japan Hedged Equity Fund (DXJ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

WDIG

1D
-7.79%
1M
-12.59%
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—

DXJ

1D
-3.57%
1M
2.21%
YTD
20.23%
6M
20.18%
1Y
55.89%
3Y*
31.66%
5Y*
26.40%
10Y*
19.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WDIG vs. DXJ - Yearly Performance Comparison

2026 (YTD)
WDIG
WisdomTree Efficient Rare Earth Plus Strategic Metals Fund		-19.33%
DXJ
WisdomTree Japan Hedged Equity Fund		4.81%

Correlation

The correlation between WDIG and DXJ is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (All Time)
Calculated using the full available price history since May 7, 2026

0.66

WDIG vs. DXJ - Sectors Allocation Comparison

Sectors
WDIG
DXJ

Basic Materials

76.8%
8.5%

Industrials

7.5%
27.4%

Energy

2.4%
1.7%

Communication Services

0.9%
2.7%

Technology

0.6%
12.9%

Consumer Cyclical

-

15.6%

Consumer Defensive

-

4.7%

Financial Services

-

18.3%

Healthcare

-

6.8%

Real Estate

-

-

Utilities

-

0.1%

Basic Materials

WDIG
76.8%
DXJ
8.5%

Industrials

WDIG
7.5%
DXJ
27.4%

Energy

WDIG
2.4%
DXJ
1.7%

Communication Services

WDIG
0.9%
DXJ
2.7%

Technology

WDIG
0.6%
DXJ
12.9%

Consumer Cyclical

WDIG

-

DXJ
15.6%

Consumer Defensive

WDIG

-

DXJ
4.7%

Financial Services

WDIG

-

DXJ
18.3%

Healthcare

WDIG

-

DXJ
6.8%

Real Estate

WDIG

-

DXJ

-

Utilities

WDIG

-

DXJ
0.1%

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WisdomTree Efficient Rare Earth Plus Strategic Metals Fund

WisdomTree Japan Hedged Equity Fund

Often compared with WDIG:
WDIG vs. ISTMWDIG vs. DBBWDIG vs. DGRWWDIG vs. BWETWDIG vs. CPERWDIG vs. EVMTWDIG vs. EPI
Often compared with DXJ:
DXJ vs. EWJDXJ vs. EWJVDXJ vs. DXJSDXJ vs. FLJPDXJ vs. BBJPDXJ vs. DBJPDXJ vs. VOO

Return for Risk

WDIG vs. DXJ — Risk / Return Rank

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

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

DXJ
DXJ Risk / Return Rank: 9090
Overall Rank
DXJ Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
DXJ Sortino Ratio Rank: 9090
Sortino Ratio Rank
DXJ Omega Ratio Rank: 9090
Omega Ratio Rank
DXJ Calmar Ratio Rank: 8989
Calmar Ratio Rank
DXJ Martin Ratio Rank: 9090
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.

WDIG vs. DXJ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) 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.

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.

WDIGDXJDifference
Sharpe ratioReturn per unit of total volatility

—

3.10

—

Sortino ratioReturn per unit of downside risk

—

4.02

—

Omega ratioGain probability vs. loss probability

—

1.55

—

Calmar ratioReturn relative to maximum drawdown

—

5.12

—

Martin ratioReturn relative to average drawdown

—

19.78

—

WDIG vs. DXJ - Sharpe Ratio Comparison

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Drawdowns

WDIG vs. DXJ - Drawdown Comparison

The maximum WDIG drawdown since its inception was -22.59%, smaller than the maximum DXJ drawdown of -49.63%. Use the drawdown chart below to compare losses from any high point for WDIG and DXJ.

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Drawdown Indicators

WDIGDXJDifference

Max Drawdown

Largest peak-to-trough decline

-22.59%

-49.63%

+27.04%

Max Drawdown (1Y)

Largest decline over 1 year

—

-10.98%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-22.19%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-22.19%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-39.14%

—

Current Drawdown

Current decline from peak

-21.17%

-3.57%

-17.60%

Average Drawdown

Average peak-to-trough decline

-9.94%

-14.30%

+4.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.83%

—

Volatility

WDIG vs. DXJ - Volatility Comparison

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Volatility by Period

WDIGDXJDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

6.28%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

14.08%

—

Volatility (1Y)

Calculated over the trailing 1-year period

62.13%

18.14%

+43.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

62.13%

19.08%

+43.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

62.13%

20.00%

+42.13%

WDIG vs. DXJ - Expense Ratio Comparison

WDIG has a 0.55% expense ratio, which is higher than DXJ's 0.48% expense ratio.

Dividends

WDIG vs. DXJ - Dividend Comparison

WDIG has not paid dividends to shareholders, while DXJ's dividend yield for the trailing twelve months is around 1.08%.

PositionTTM20252024202320222021202020192018201720162015
DXJ
WisdomTree Japan Hedged Equity Fund		1.08%1.29%3.48%3.44%3.02%2.64%2.53%2.47%2.92%2.30%1.98%5.95%
WDIG
WisdomTree Efficient Rare Earth Plus Strategic Metals Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

WDIG and DXJ have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DXJ is cheaper at 0.48% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DXJ is cheaper with a 0.48% expense ratio, compared with 0.55% for WDIG.

DXJ has the higher dividend yield at 1.08%, compared with 0.00% for WDIG.

WDIG is categorized as Rare Earth & Strategic Metals, while DXJ is Japan Equities. Their fees differ too: 0.55% for WDIG and 0.48% for DXJ.

Portfolio Optimizer

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