DFJ vs FXE

Comparison between WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF) and Invesco CurrencyShares Euro Trust (FXE, ETF).

5-Year PerformanceDFJ has outperformed FXE, delivering a return of +9.8% compared to +0.1%

DFJ vs FXE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFJ(ETF)	FXE(ETF)
Net Assets	$374M	$374M
Expense Ratio	0.58%	0.40%
Max Drawdown	46.70%	44.67%
Sharpe Ratio	1.16	-1.00
5Y Beta	0.48	-0.00
5Y Dividends CAGR	18.84%	N/A

Net Assets

DFJ

$374M

Winner

FXE

$374M

Expense Ratio

DFJ

0.58%

Winner

FXE

0.40%

Max Drawdown

DFJ

46.70%

Winner

FXE

44.67%

Sharpe Ratio

Winner

DFJ

1.16

FXE

-1.00

5Y Beta

DFJ

0.48

Winner

FXE

-0.00

5Y Dividends CAGR

DFJ

18.84%

FXE

N/A

DFJ vs FXE - Historical Returns

Returns include dividend reinvestment.

Period	DFJ	FXE
1 month	-0.17%	+0.07%
3 months	+3.89%	-2.41%
6 months	+3.91%	-3.40%
1 year	+22.57%	-2.63%
5 years(CAGR)	+9.78%	+0.12%
10 years(CAGR)	+8.72%	+0.34%
Max(CAGR)	+5.85%	+0.07%

DFJ

-0.17%

Winner

FXE

+0.07%

Winner

DFJ

+3.89%

FXE

-2.41%

Winner

DFJ

+3.91%

FXE

-3.40%

Winner

DFJ

+22.57%

FXE

-2.63%

5Y(CAGR)

Winner

DFJ

+9.78%

FXE

+0.12%

10Y(CAGR)

Winner

DFJ

+8.72%

FXE

+0.34%

Max(CAGR)

Winner

DFJ

+5.85%

FXE

+0.07%

DFJ vs FXE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	DFJ	FXE
2026	+9.50%	-2.46%
2025	+32.00%	+15.55%
2024	+3.57%	-3.36%
2023	+21.71%	+6.37%
2022	-8.90%	-5.88%
2021	+1.91%	-8.08%
2020	+0.11%	+8.40%
2019	+16.27%	-1.97%
2018	-18.93%	-5.78%
2017	+31.33%	+14.54%
2016	+13.37%	-3.55%
2015	+18.01%	-9.98%
2014	-2.00%	-11.81%
2013	+16.59%	+3.90%
2012	+5.09%	+0.72%
2011	-4.39%	-2.84%
2010	+15.08%	-7.48%
2009	-0.91%	+3.32%
2008	-12.90%	-2.02%
2007	-10.73%	+14.49%
2006	+1.74%	+12.27%
2005	N/A	-0.88%

DFJ vs FXE Drawdown Comparison

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

The maximum drawdown for FXE was -43.32%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current DFJ drawdown is -6.02%. The current FXE drawdown is -29.24%.

Rank	DFJ	FXE
#1	-45.97% Feb 26, 2007 - Mar 26, 2013	-43.32% Jul 11, 2008 - Sep 27, 2022
#2	-40.00% Jan 26, 2018 - Mar 19, 2021	-3.60% Nov 26, 2007 - Jan 14, 2008
#3	-29.72% Sep 16, 2021 - Mar 6, 2024	-3.54% Jan 23, 2006 - Apr 4, 2006
#4	-15.24% May 8, 2013 - Jan 17, 2014	-3.49% Apr 22, 2008 - Jul 2, 2008
#5	-13.83% Aug 10, 2015 - Jun 6, 2016	-3.04% Jun 2, 2006 - Aug 4, 2006
#6	-13.03% Feb 27, 2026 - Mar 20, 2026	-3.01% Dec 1, 2006 - Mar 15, 2007
#7	-12.59% Mar 19, 2025 - Apr 21, 2025	-2.74% Jan 30, 2008 - Feb 26, 2008
#8	-12.12% Jul 28, 2014 - Mar 16, 2015	-2.73% Jul 20, 2007 - Sep 7, 2007
#9	-10.77% Jul 31, 2024 - Aug 27, 2024	-2.63% Aug 21, 2006 - Nov 9, 2006
#10	-10.61% Aug 18, 2006 - Jan 24, 2007	-2.25% Apr 27, 2007 - Jul 2, 2007
#11	-9.84% Jun 30, 2006 - Aug 18, 2006	-2.09% Mar 17, 2008 - Mar 26, 2008
#12	-9.62% Sep 26, 2024 - Mar 17, 2025	-1.72% Jan 14, 2008 - Jan 30, 2008
#13	-8.89% Jan 21, 2014 - Jun 18, 2014	-1.52% Apr 5, 2006 - Apr 18, 2006
#14	-8.53% Mar 22, 2021 - Sep 7, 2021	-1.51% May 12, 2006 - Jun 2, 2006
#15	-6.78% Sep 16, 2025 - Dec 15, 2025	-1.47% Dec 16, 2005 - Jan 3, 2006

Correlation

Correlation between DFJ and FXE is -0.67 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.67

-101

Dividend Comparison (2006 - 2026)

DFJ vs FXE dividend yield comparison.

Year	DFJ	FXE
2026	1.27%	0.45%
2025	2.68%	0.94%
2024	2.46%	2.28%
2023	2.43%	1.49%
2022	2.62%	0.01%
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%	0.23%
2010	1.70%	0.01%
2009	1.88%	0.34%
2008	1.18%	3.57%
2007	1.37%	3.01%
2006	0.10%	1.97%