BKLN vs DXJ

Comparison between INVESCO SENIOR LOAN ETF (BKLN, ETF) and WISDOMTREE JAPAN HEDGED EQUITY FUND (DXJ, ETF).

5-Year PerformanceDXJ has outperformed BKLN, delivering a return of +27.0% compared to +5.3%

BKLN vs DXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKLN(ETF)	DXJ(ETF)
Net Assets	$7.10B	$7.10B
Expense Ratio	0.65%	0.48%
Max Drawdown	32.19%	51.15%
Sharpe Ratio	0.04	2.27
5Y Beta	0.15	0.94
5Y Dividends CAGR	13.76%	19.00%

Net Assets

BKLN

$7.10B

DXJ

$7.10B

Expense Ratio

BKLN

0.65%

Winner

DXJ

0.48%

Max Drawdown

Winner

BKLN

32.19%

DXJ

51.15%

Sharpe Ratio

BKLN

0.04

Winner

DXJ

2.27

5Y Beta

Winner

BKLN

0.15

DXJ

0.94

5Y Dividends CAGR

BKLN

13.76%

Winner

DXJ

19.00%

BKLN vs DXJ - Historical Returns

Returns include dividend reinvestment.

Period	BKLN	DXJ
1 month	+0.55%	-1.64%
3 months	+0.58%	+3.85%
6 months	+0.27%	+11.16%
1 year	+3.93%	+50.58%
5 years(CAGR)	+5.28%	+26.98%
10 years(CAGR)	+4.19%	+18.32%
Max(CAGR)	+3.72%	+9.39%

Winner

BKLN

+0.55%

DXJ

-1.64%

BKLN

+0.58%

Winner

DXJ

+3.85%

BKLN

+0.27%

Winner

DXJ

+11.16%

BKLN

+3.93%

Winner

DXJ

+50.58%

5Y(CAGR)

BKLN

+5.28%

Winner

DXJ

+26.98%

10Y(CAGR)

BKLN

+4.19%

Winner

DXJ

+18.32%

Max(CAGR)

BKLN

+3.72%

Winner

DXJ

+9.39%

BKLN vs DXJ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	BKLN	DXJ
2026	+0.51%	+19.32%
2025	+6.88%	+32.75%
2024	+8.25%	+29.70%
2023	+12.04%	+41.60%
2022	-2.47%	+5.50%
2021	+2.50%	+20.02%
2020	+1.11%	+2.94%
2019	+9.72%	+18.74%
2018	-1.53%	-19.93%
2017	+1.99%	+20.68%
2016	+9.18%	+3.34%
2015	-2.90%	+6.84%
2014	+0.55%	+10.26%
2013	+3.82%	+37.17%
2012	+9.61%	+17.73%
2011	-2.04%	-16.75%
2010	N/A	-3.89%
2009	N/A	+0.88%
2008	N/A	-20.38%
2007	N/A	-7.22%
2006	N/A	+10.57%

BKLN vs DXJ Drawdown Comparison

The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.

The maximum drawdown for DXJ was -49.55%, occurring on Mar 9, 2009. Recovery took 1899 trading sessions.

The current DXJ drawdown is -4.39%.

Rank	BKLN	DXJ
#1	-24.16% Jan 8, 2020 - Dec 2, 2020	-49.55% Feb 26, 2007 - Sep 10, 2014
#2	-8.75% May 13, 2011 - Feb 2, 2012	-39.12% Jan 17, 2018 - Feb 8, 2021
#3	-7.31% Jan 14, 2022 - Jan 23, 2023	-33.59% Jun 1, 2015 - Oct 3, 2017
#4	-7.07% May 4, 2015 - Jul 8, 2016	-22.19% Jul 10, 2024 - Mar 24, 2025
#5	-5.69% Oct 2, 2018 - Feb 22, 2019	-16.57% Mar 25, 2025 - Jun 27, 2025
#6	-3.73% Jul 2, 2014 - Apr 7, 2015	-11.78% Jan 12, 2022 - Mar 24, 2022
#7	-3.71% May 4, 2012 - Jul 13, 2012	-11.41% Sep 26, 2014 - Oct 31, 2014
#8	-3.55% Feb 18, 2025 - May 2, 2025	-10.98% Feb 25, 2026 - May 13, 2026
#9	-3.07% Jan 9, 2026 - May 5, 2026	-9.73% Jun 30, 2006 - Aug 15, 2006
#10	-2.66% Mar 3, 2023 - Apr 11, 2023	-9.11% Dec 5, 2014 - Feb 18, 2015
#11	-2.39% Mar 3, 2011 - Apr 4, 2011	-8.74% Sep 19, 2023 - Jan 5, 2024
#12	-2.04% May 22, 2013 - Oct 28, 2013	-8.53% Mar 8, 2023 - Apr 21, 2023
#13	-1.66% Jul 22, 2024 - Aug 16, 2024	-8.31% Sep 13, 2021 - Jan 4, 2022
#14	-1.57% Sep 17, 2019 - Dec 4, 2019	-6.82% Aug 18, 2022 - Nov 8, 2022
#15	-1.52% Oct 17, 2012 - Dec 6, 2012	-6.68% Jun 7, 2022 - Aug 17, 2022

Correlation

Correlation between BKLN and DXJ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2006 - 2026)

BKLN vs DXJ dividend yield comparison.

Year	BKLN	DXJ
2026	3.08%	0.67%
2025	6.95%	1.29%
2024	8.41%	3.48%
2023	8.59%	3.44%
2022	4.94%	3.02%
2021	3.11%	2.64%
2020	3.56%	2.53%
2019	4.86%	2.47%
2018	4.51%	2.92%
2017	3.50%	2.30%
2016	4.54%	1.98%
2015	4.12%	5.95%
2014	4.12%	11.61%
2013	4.40%	2.44%
2012	4.81%	1.50%
2011	3.39%	2.38%
2010	0.00%	1.18%
2009	0.00%	1.86%
2008	0.00%	2.03%
2007	0.00%	0.94%
2006	0.00%	0.38%