DFJ vs AIPI
Comparison between WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF) and REX AI EQUITY PREMIUM INCOME ETF (AIPI, ETF).
DFJ vs AIPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFJ
$389M
AIPI
$389M
Expense Ratio
Winner
DFJ
0.58%
AIPI
0.65%
Max Drawdown
DFJ
46.70%
Winner
AIPI
42.01%
Sharpe Ratio
DFJ
1.28
Winner
AIPI
1.28
5Y Beta
Winner
DFJ
0.47
AIPI
1.10
P/E Ratio
DFJ
N/A
AIPI
50.15
Forward P/E
DFJ
N/A
AIPI
32.18
PEG Ratio
DFJ
N/A
AIPI
0.69
5Y Dividends CAGR
DFJ
13.54%
AIPI
N/A
5Y EPS CAGR
DFJ
N/A
AIPI
38.27%
Debt to Equity
DFJ
N/A
AIPI
24.42%
P/S Ratio
DFJ
N/A
AIPI
8.18
P/B Ratio
DFJ
N/A
AIPI
10.55
DFJ vs AIPI - Holdings Comparison
DFJ and AIPI have 1 common holdings. Overlap is -0.32%
DFJ's top 25 holdings weight is 13.04%. AIPI's top 25 holdings weight is 98.15%.
| Rank | DFJ | AIPI |
|---|---|---|
| #1 | SKY PERFECT JSAT CORP (n/a) - 0.76% | n/a (PLTR) - 10.83% |
| #2 | DAISHI HOKUETSU FINANCIAL GROUP INC (n/a) - 0.71% | NVIDIA CORP (NVDA) - 9.69% |
| #3 | CHUGIN FINANCIAL GROUP INC (n/a) - 0.69% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 9.25% |
| #4 | NSK LTD (n/a) - 0.62% | ARM HOLDINGS PLC ADR (ARM) - 4.12% |
| #5 | EXEDY CORP (n/a) - 0.58% | DATADOG INC CLASS A (DDOG) - 3.75% |
| #6 | MITSUBISHI MATERIALS CORP (n/a) - 0.57% | SYNOPSYS INC (SNPS) - 3.64% |
| #7 | YAMAGUCHI FINANCIAL GROUP INC (n/a) - 0.55% | ALPHABET INC CLASS A (GOOGL) - 3.38% |
| #8 | NICHIAS CORP (n/a) - 0.53% | CISCO SYSTEMS INC (CSCO) - 3.36% |
| #9 | CITIZEN WATCH CO LTD (n/a) - 0.53% | ADOBE INC (ADBE) - 3.28% |
| #10 | INFRONEER HOLDINGS INC (n/a) - 0.53% | SALESFORCE INC (CRM) - 3.27% |
| #11 | SEINO HOLDINGS CO LTD (n/a) - 0.52% | META PLATFORMS INC CLASS A (META) - 3.25% |
| #12 | HAZAMA ANDO CORP (n/a) - 0.50% | QUALCOMM INC (QCOM) - 3.17% |
| #13 | NISHI-NIPPON FINANCIAL HOLDINGS INC (n/a) - 0.50% | APPLE INC (AAPL) - 3.15% |
| #14 | ANRITSU CORP (n/a) - 0.49% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.05% |
| #15 | ADEKA CORP (n/a) - 0.48% | INTEL CORP (INTC) - 3.01% |
| #16 | DEXERIALS CORP (n/a) - 0.47% | BROADCOM INC (AVGO) - 3.01% |
| #17 | ZEON CORP (n/a) - 0.47% | MICRON TECHNOLOGY INC (MU) - 3.01% |
| #18 | SANKI ENGINEERING CO LTD (n/a) - 0.46% | MICROSOFT CORP (MSFT) - 2.95% |
| #19 | MACNICA HOLDINGS INC (n/a) - 0.46% | ARISTA NETWORKS INC (ANET) - 2.88% |
| #20 | NIPPON SHOKUBAI CO LTD (n/a) - 0.45% | AMAZON.COM INC (AMZN) - 2.80% |
| #21 | KIYO BANK LTD (n/a) - 0.45% | SERVICENOW INC (NOW) - 2.79% |
| #22 | KANEMATSU CORP (n/a) - 0.44% | ADVANCED MICRO DEVICES INC (AMD) - 2.76% |
| #23 | DOWA HOLDINGS CO LTD (n/a) - 0.44% | PALO ALTO NETWORKS INC (PANW) - 2.71% |
| #24 | KYUSHU FINANCIAL GROUP INC (n/a) - 0.43% | IONQ INC CLASS A (IONQ) - 2.58% |
| #25 | TOKYO SEIMITSU CO LTD (n/a) - 0.41% | SUPER MICRO COMPUTER INC (SMCI) - 2.46% |
| Total Holdings | 795 | 136 |
DFJ vs AIPI - Historical Returns
Returns include dividend reinvestment.
1M
DFJ
+1.18%
Winner
AIPI
+6.01%
3M
DFJ
-0.33%
Winner
AIPI
+12.10%
6M
Winner
DFJ
+11.38%
AIPI
+5.96%
1Y
Winner
DFJ
+26.75%
AIPI
+26.68%
5Y(CAGR)
DFJ
+9.43%
AIPI
N/A
10Y(CAGR)
DFJ
+8.61%
AIPI
N/A
Max(CAGR)
DFJ
+5.83%
Winner
AIPI
+20.09%
DFJ vs AIPI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DFJ | AIPI |
|---|---|---|
| 2026 | +8.15% | +8.46% |
| 2025 | +32.00% | +15.76% |
| 2024 | +3.57% | +15.22% |
| 2023 | +21.71% | N/A |
| 2022 | -8.90% | N/A |
| 2021 | +1.91% | N/A |
| 2020 | +0.11% | N/A |
| 2019 | +16.27% | N/A |
| 2018 | -18.93% | N/A |
| 2017 | +31.33% | N/A |
| 2016 | +13.37% | N/A |
| 2015 | +18.01% | N/A |
| 2014 | -2.00% | N/A |
| 2013 | +16.59% | N/A |
| 2012 | +5.09% | N/A |
| 2011 | -4.39% | N/A |
| 2010 | +15.08% | N/A |
| 2009 | -0.91% | N/A |
| 2008 | -12.90% | N/A |
| 2007 | -10.73% | N/A |
| 2006 | +1.74% | N/A |
DFJ vs AIPI Drawdown Comparison
The maximum drawdown for DFJ was -45.97%, occurring on Oct 10, 2008. Recovery took 1531 trading sessions.
The maximum drawdown for AIPI was -25.24%, occurring on Apr 8, 2025. Recovery took 97 trading sessions.
The current DFJ drawdown is -7.18%. The current AIPI drawdown is -3.43%.
| Rank | DFJ | AIPI |
|---|---|---|
| #1 | -45.97% Feb 26, 2007 - Mar 26, 2013 | -25.24% Feb 18, 2025 - Jul 9, 2025 |
| #2 | -40.00% Jan 26, 2018 - Mar 19, 2021 | -15.87% Jul 10, 2024 - Oct 11, 2024 |
| #3 | -29.72% Sep 16, 2021 - Mar 6, 2024 | -14.46% Nov 3, 2025 - May 14, 2026 |
| #4 | -15.24% May 8, 2013 - Jan 17, 2014 | -4.08% Oct 29, 2024 - Nov 6, 2024 |
| #5 | -13.83% Aug 10, 2015 - Jun 6, 2016 | -4.02% Dec 16, 2024 - Jan 21, 2025 |
| #6 | -13.03% Feb 27, 2026 - Mar 20, 2026 | -4.01% Jan 23, 2025 - Feb 10, 2025 |
| #7 | -12.59% Mar 19, 2025 - Apr 21, 2025 | -3.71% Jul 28, 2025 - Sep 15, 2025 |
| #8 | -12.12% Jul 28, 2014 - Mar 16, 2015 | -3.43% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -10.77% Jul 31, 2024 - Aug 27, 2024 | -2.87% Nov 7, 2024 - Nov 22, 2024 |
| #10 | -10.61% Aug 18, 2006 - Jan 24, 2007 | -2.35% Jun 18, 2024 - Jul 1, 2024 |
| #11 | -9.84% Jun 30, 2006 - Aug 18, 2006 | -1.83% Oct 9, 2025 - Oct 20, 2025 |
| #12 | -9.62% Sep 26, 2024 - Mar 17, 2025 | -1.62% Dec 6, 2024 - Dec 16, 2024 |
| #13 | -8.89% Jan 21, 2014 - Jun 18, 2014 | -1.61% Oct 21, 2024 - Oct 29, 2024 |
| #14 | -8.53% Mar 22, 2021 - Sep 7, 2021 | -1.05% Oct 21, 2025 - Oct 23, 2025 |
| #15 | -6.78% Sep 16, 2025 - Dec 15, 2025 | -0.89% Jul 9, 2025 - Jul 17, 2025 |
Correlation
Correlation between DFJ and AIPI is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2006 - 2026)
DFJ vs AIPI dividend yield comparison.
| Year | DFJ | AIPI |
|---|---|---|
| 2026 | 0.00% | 12.68% |
| 2025 | 2.68% | 37.84% |
| 2024 | 2.46% | 18.13% |
| 2023 | 2.43% | 0.00% |
| 2022 | 2.62% | 0.00% |
| 2021 | 2.07% | 0.00% |
| 2020 | 2.59% | 0.00% |
| 2019 | 2.24% | 0.00% |
| 2018 | 1.89% | 0.00% |
| 2017 | 1.60% | 0.00% |
| 2016 | 1.76% | 0.00% |
| 2015 | 1.23% | 0.00% |
| 2014 | 1.63% | 0.00% |
| 2013 | 2.20% | 0.00% |
| 2012 | 2.23% | 0.00% |
| 2011 | 2.15% | 0.00% |
| 2010 | 1.70% | 0.00% |
| 2009 | 1.88% | 0.00% |
| 2008 | 1.18% | 0.00% |
| 2007 | 1.37% | 0.00% |
| 2006 | 0.10% | 0.00% |
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