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DFJ vs HIX

Comparison between WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF) and Western Asset High Income Fund II Inc (HIX, ETF).

5-Year PerformanceDFJ has outperformed HIX, delivering a return of +10.2% compared to +0.1%

DFJ vs HIX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DFJ
$374M
HIX
$371M
Expense Ratio
DFJ
0.58%
HIX
N/A
Max Drawdown
Winner
DFJ
46.70%
HIX
72.39%
Sharpe Ratio
Winner
DFJ
1.35
HIX
0.36
5Y Beta
DFJ
0.48
Winner
HIX
0.37
5Y Dividends CAGR
Winner
DFJ
18.84%
HIX
1.61%

DFJ vs HIX - Historical Returns

Returns include dividend reinvestment.

1M
DFJ
-0.73%
Winner
HIX
+1.50%
3M
Winner
DFJ
+4.70%
HIX
+2.75%
6M
Winner
DFJ
+7.11%
HIX
+1.23%
1Y
Winner
DFJ
+27.77%
HIX
+6.97%
5Y(CAGR)
Winner
DFJ
+10.21%
HIX
+0.09%
10Y(CAGR)
Winner
DFJ
+8.91%
HIX
+4.90%
Max(CAGR)
DFJ
+5.94%
Winner
HIX
+7.60%

DFJ vs HIX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDFJHIX
2026+11.19%+2.92%
2025+32.00%+12.20%
2024+3.57%-3.63%
2023+21.71%+11.18%
2022-8.90%-23.61%
2021+1.91%+14.51%
2020+0.11%+12.10%
2019+16.27%+25.96%
2018-18.93%-11.22%
2017+31.33%+7.61%
2016+13.37%+24.05%
2015+18.01%-14.83%
2014-2.00%+0.11%
2013+16.59%+1.16%
2012+5.09%+9.05%
2011-4.39%+14.21%
2010+15.08%+12.88%
2009-0.91%+99.91%
2008-12.90%-40.91%
2007-10.73%-0.43%
2006+1.74%+20.35%
2005N/A-9.75%
2004N/A+3.15%
2003N/A+46.62%
2002N/A+4.20%
2001N/A+7.38%
2000N/A+22.60%
1999N/A-1.26%

DFJ vs HIX Drawdown Comparison

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

The maximum drawdown for HIX was -60.88%, occurring on Nov 20, 2008. Recovery took 594 trading sessions.

The current DFJ drawdown is -4.57%. The current HIX drawdown is -4.99%.

RankDFJHIX
#1-45.97%
Feb 26, 2007 - Mar 26, 2013
-60.88%
May 4, 2007 - Sep 11, 2009
#2-40.00%
Jan 26, 2018 - Mar 19, 2021
-44.77%
Feb 18, 2020 - Aug 20, 2020
#3-29.72%
Sep 16, 2021 - Mar 6, 2024
-38.72%
Aug 18, 2021 - Oct 14, 2022
#4-15.24%
May 8, 2013 - Jan 17, 2014
-28.46%
Jun 27, 2014 - Jan 24, 2017
#5-13.83%
Aug 10, 2015 - Jun 6, 2016
-25.23%
Jun 10, 2002 - Mar 4, 2003
#6-13.03%
Feb 27, 2026 - Mar 20, 2026
-20.97%
Mar 8, 2001 - Jan 11, 2002
#7-12.59%
Mar 19, 2025 - Apr 21, 2025
-19.03%
Apr 1, 2004 - Oct 27, 2006
#8-12.12%
Jul 28, 2014 - Mar 16, 2015
-16.38%
Oct 20, 2017 - Feb 25, 2019
#9-10.77%
Jul 31, 2024 - Aug 27, 2024
-16.29%
Sep 11, 2000 - Jan 8, 2001
#10-10.61%
Aug 18, 2006 - Jan 24, 2007
-16.19%
May 26, 2011 - Jan 6, 2012
#11-9.84%
Jun 30, 2006 - Aug 18, 2006
-15.17%
May 21, 2013 - Apr 17, 2014
#12-9.62%
Sep 26, 2024 - Mar 17, 2025
-14.59%
Oct 5, 2012 - Apr 24, 2013
#13-8.89%
Jan 21, 2014 - Jun 18, 2014
-14.51%
Apr 15, 2010 - Aug 2, 2010
#14-8.53%
Mar 22, 2021 - Sep 7, 2021
-10.18%
Jul 7, 2003 - Sep 5, 2003
#15-6.78%
Sep 16, 2025 - Dec 15, 2025
-9.05%
Nov 5, 1999 - Jan 27, 2000

Correlation

Correlation between DFJ and HIX is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

DFJ vs HIX dividend yield comparison.

YearDFJHIX
20261.25%7.35%
20252.68%14.13%
20242.46%13.97%
20232.43%11.85%
20222.62%12.15%
20212.07%8.21%
20202.59%8.53%
20192.24%8.28%
20181.89%9.50%
20171.60%8.73%
20161.76%10.53%
20151.23%13.12%
20141.63%10.08%
20132.20%10.14%
20122.23%10.22%
20112.15%10.48%
20101.70%11.58%
20091.88%12.45%
20081.18%21.58%
20071.37%9.31%
20060.10%7.75%
20050.00%10.12%
20040.00%10.68%
20030.00%11.25%
20020.00%13.81%
20010.00%13.35%
20000.00%13.85%
19990.00%2.29%

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