DFJ vs JMSI
Comparison between WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF) and JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF (JMSI, ETF).
DFJ vs JMSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFJ
$384M
JMSI
$383M
Expense Ratio
DFJ
0.58%
Winner
JMSI
0.18%
Max Drawdown
DFJ
46.70%
Winner
JMSI
5.42%
Sharpe Ratio
Winner
DFJ
1.12
JMSI
0.14
5Y Beta
DFJ
0.44
Winner
JMSI
0.04
5Y Dividends CAGR
DFJ
18.84%
JMSI
N/A
DFJ vs JMSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFJ
+6.28%
JMSI
-0.35%
3M
Winner
DFJ
+7.78%
JMSI
+0.14%
6M
Winner
DFJ
+3.33%
JMSI
-1.40%
1Y
Winner
DFJ
+25.68%
JMSI
+4.41%
5Y(CAGR)
DFJ
+11.83%
JMSI
N/A
10Y(CAGR)
DFJ
+9.21%
JMSI
N/A
Max(CAGR)
Winner
DFJ
+6.23%
JMSI
+3.23%
DFJ vs JMSI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DFJ | JMSI |
|---|---|---|
| 2026 | +18.17% | +0.17% |
| 2025 | +32.00% | +4.25% |
| 2024 | +3.57% | +2.72% |
| 2023 | +21.71% | +2.70% |
| 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 JMSI Drawdown Comparison
The maximum drawdown for DFJ was -45.97%, occurring on Oct 10, 2008. Recovery took 1531 trading sessions.
The maximum drawdown for JMSI was -4.56%, occurring on Oct 31, 2023. Recovery took 91 trading sessions.
The current DFJ drawdown is -1.60%. The current JMSI drawdown is -1.77%.
| Rank | DFJ | JMSI |
|---|---|---|
| #1 | -45.97% Feb 26, 2007 - Mar 26, 2013 | -4.56% Jul 21, 2023 - Nov 29, 2023 |
| #2 | -40.00% Jan 26, 2018 - Mar 19, 2021 | -3.59% Feb 28, 2025 - Sep 5, 2025 |
| #3 | -29.72% Sep 16, 2021 - Mar 6, 2024 | -2.98% Feb 26, 2026 - Mar 24, 2026 |
| #4 | -15.24% May 8, 2013 - Jan 17, 2014 | -2.08% Oct 3, 2024 - Dec 2, 2024 |
| #5 | -13.83% Aug 10, 2015 - Jun 6, 2016 | -2.03% Dec 4, 2024 - Feb 28, 2025 |
| #6 | -13.03% Feb 27, 2026 - Aug 5, 2026 | -1.57% Mar 22, 2024 - May 7, 2024 |
| #7 | -12.59% Mar 19, 2025 - Apr 21, 2025 | -1.07% May 15, 2024 - Jun 6, 2024 |
| #8 | -12.12% Jul 28, 2014 - Mar 16, 2015 | -0.98% Jan 8, 2024 - Feb 1, 2024 |
| #9 | -10.77% Jul 31, 2024 - Aug 27, 2024 | -0.94% Aug 5, 2024 - Sep 9, 2024 |
| #10 | -10.61% Aug 18, 2006 - Jan 24, 2007 | -0.81% Feb 1, 2024 - Mar 5, 2024 |
| #11 | -9.84% Jun 30, 2006 - Aug 18, 2006 | -0.54% Nov 11, 2025 - Nov 26, 2025 |
| #12 | -9.62% Sep 26, 2024 - Mar 17, 2025 | -0.54% Sep 23, 2025 - Oct 10, 2025 |
| #13 | -8.89% Jan 21, 2014 - Jun 18, 2014 | -0.43% Jun 17, 2024 - Jul 5, 2024 |
| #14 | -8.53% Mar 22, 2021 - Sep 7, 2021 | -0.35% Jun 6, 2024 - Jun 12, 2024 |
| #15 | -6.78% Sep 16, 2025 - Dec 15, 2025 | -0.34% Jan 14, 2026 - Jan 27, 2026 |
Correlation
Correlation between DFJ and JMSI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2006 - 2026)
DFJ vs JMSI dividend yield comparison.
| Year | DFJ | JMSI |
|---|---|---|
| 2026 | 1.18% | 2.15% |
| 2025 | 2.68% | 3.65% |
| 2024 | 2.46% | 3.66% |
| 2023 | 2.43% | 1.79% |
| 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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