DFJ vs FLTB

Comparison between WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF) and FIDELITY LIMITED TERM BOND ETF (FLTB, ETF).

5-Year PerformanceDFJ has outperformed FLTB, delivering a return of +9.4% compared to +2.2%

DFJ vs FLTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFJ(ETF)	FLTB(ETF)
Net Assets	$389M	$389M
Expense Ratio	0.58%	0.25%
Max Drawdown	46.70%	11.00%
Sharpe Ratio	1.28	0.21
5Y Beta	0.47	0.01
5Y Dividends CAGR	13.54%	32.39%

Net Assets

DFJ

$389M

Winner

FLTB

$389M

Expense Ratio

DFJ

0.58%

Winner

FLTB

0.25%

Max Drawdown

DFJ

46.70%

Winner

FLTB

11.00%

Sharpe Ratio

Winner

DFJ

1.28

FLTB

0.21

5Y Beta

DFJ

0.47

Winner

FLTB

0.01

5Y Dividends CAGR

DFJ

13.54%

Winner

FLTB

32.39%

DFJ vs FLTB - Historical Returns

Returns include dividend reinvestment.

Period	DFJ	FLTB
1 month	+1.18%	+0.07%
3 months	-0.33%	-0.00%
6 months	+11.38%	+0.94%
1 year	+26.75%	+4.25%
5 years(CAGR)	+9.43%	+2.21%
10 years(CAGR)	+8.61%	+2.45%
Max(CAGR)	+5.83%	+2.40%

Winner

DFJ

+1.18%

FLTB

+0.07%

DFJ

-0.33%

Winner

FLTB

-0.00%

Winner

DFJ

+11.38%

FLTB

+0.94%

Winner

DFJ

+26.75%

FLTB

+4.25%

5Y(CAGR)

Winner

DFJ

+9.43%

FLTB

+2.21%

10Y(CAGR)

Winner

DFJ

+8.61%

FLTB

+2.45%

Max(CAGR)

Winner

DFJ

+5.83%

FLTB

+2.40%

DFJ vs FLTB - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DFJ	FLTB
2026	+8.15%	+0.49%
2025	+32.00%	+6.52%
2024	+3.57%	+5.22%
2023	+21.71%	+5.83%
2022	-8.90%	-5.69%
2021	+1.91%	-1.20%
2020	+0.11%	+5.47%
2019	+16.27%	+5.93%
2018	-18.93%	+1.24%
2017	+31.33%	+2.10%
2016	+13.37%	+2.11%
2015	+18.01%	+0.83%
2014	-2.00%	-0.07%
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 FLTB Drawdown Comparison

The maximum drawdown for DFJ was -45.97%, occurring on Oct 10, 2008. Recovery took 1531 trading sessions.

The maximum drawdown for FLTB was -9.37%, occurring on Oct 20, 2022. Recovery took 838 trading sessions.

The current DFJ drawdown is -7.18%. The current FLTB drawdown is -0.48%.

Rank	DFJ	FLTB
#1	-45.97% Feb 26, 2007 - Mar 26, 2013	-9.37% Feb 11, 2021 - Jun 12, 2024
#2	-40.00% Jan 26, 2018 - Mar 19, 2021	-8.20% Mar 5, 2020 - May 29, 2020
#3	-29.72% Sep 16, 2021 - Mar 6, 2024	-1.98% Aug 4, 2016 - May 17, 2017
#4	-15.24% May 8, 2013 - Jan 17, 2014	-1.76% Sep 7, 2017 - Dec 18, 2018
#5	-13.83% Aug 10, 2015 - Jun 6, 2016	-1.63% Oct 15, 2015 - Mar 17, 2016
#6	-13.03% Feb 27, 2026 - Mar 20, 2026	-1.52% Feb 23, 2026 - Mar 26, 2026
#7	-12.59% Mar 19, 2025 - Apr 21, 2025	-1.36% Apr 3, 2025 - Apr 28, 2025
#8	-12.12% Jul 28, 2014 - Mar 16, 2015	-1.19% Apr 27, 2015 - Oct 2, 2015
#9	-10.77% Jul 31, 2024 - Aug 27, 2024	-1.09% Oct 1, 2024 - Jan 27, 2025
#10	-10.61% Aug 18, 2006 - Jan 24, 2007	-1.08% Oct 15, 2014 - Jan 15, 2015
#11	-9.84% Jun 30, 2006 - Aug 18, 2006	-0.96% Feb 2, 2015 - Apr 1, 2015
#12	-9.62% Sep 26, 2024 - Mar 17, 2025	-0.85% Sep 4, 2019 - Oct 2, 2019
#13	-8.89% Jan 21, 2014 - Jun 18, 2014	-0.59% Apr 30, 2025 - May 30, 2025
#14	-8.53% Mar 22, 2021 - Sep 7, 2021	-0.55% Oct 4, 2019 - Dec 3, 2019
#15	-6.78% Sep 16, 2025 - Dec 15, 2025	-0.51% May 6, 2016 - Jun 3, 2016

Correlation

Correlation between DFJ and FLTB is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2006 - 2026)

DFJ vs FLTB dividend yield comparison.

Year	DFJ	FLTB
2026	0.00%	1.80%
2025	2.68%	4.31%
2024	2.46%	4.11%
2023	2.43%	3.20%
2022	2.62%	1.63%
2021	2.07%	0.89%
2020	2.59%	1.56%
2019	2.24%	2.67%
2018	1.89%	2.50%
2017	1.60%	1.78%
2016	1.76%	1.59%
2015	1.23%	1.63%
2014	1.63%	0.35%
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%