DFJ vs PDN
Comparison between WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF) and INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF (PDN, ETF).
5-Year PerformanceDFJ has outperformed PDN, delivering a return of +9.4% compared to +5.9%
DFJ vs PDN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DFJ
$389M
PDN
$389M
Expense Ratio
DFJ
0.58%
Winner
PDN
0.47%
Max Drawdown
Winner
DFJ
46.70%
PDN
60.08%
Sharpe Ratio
Winner
DFJ
1.28
PDN
1.24
5Y Beta
Winner
DFJ
0.47
PDN
0.69
5Y Dividends CAGR
DFJ
13.54%
Winner
PDN
16.82%
DFJ vs PDN - Holdings Comparison
DFJ and PDN have 1 common holdings. Overlap is -0.22%
DFJ's top 25 holdings weight is 13.04%. PDN's top 25 holdings weight is 4.79%.
| Rank | DFJ | PDN |
|---|---|---|
| #1 | SKY PERFECT JSAT CORP (n/a) - 0.76% | HANWHA AEROSPACE CO LTD (n/a) - 0.30% |
| #2 | DAISHI HOKUETSU FINANCIAL GROUP INC (n/a) - 0.71% | DOOSAN CORP ORDINARY SHARES (n/a) - 0.30% |
| #3 | CHUGIN FINANCIAL GROUP INC (n/a) - 0.69% | SUMITOMO PHARMA CO LTD (n/a) - 0.27% |
| #4 | NSK LTD (n/a) - 0.62% | IAMGOLD CORP (n/a) - 0.25% |
| #5 | EXEDY CORP (n/a) - 0.58% | SSR MINING INC (n/a) - 0.22% |
| #6 | MITSUBISHI MATERIALS CORP (n/a) - 0.57% | ELDORADO GOLD CORP (n/a) - 0.22% |
| #7 | YAMAGUCHI FINANCIAL GROUP INC (n/a) - 0.55% | KOREA INVESTMENT HOLDINGS CO LTD (n/a) - 0.20% |
| #8 | NICHIAS CORP (n/a) - 0.53% | ELBIT SYSTEMS LTD (n/a) - 0.20% |
| #9 | CITIZEN WATCH CO LTD (n/a) - 0.53% | FRESNILLO PLC (n/a) - 0.19% |
| #10 | INFRONEER HOLDINGS INC (n/a) - 0.53% | ALAMOS GOLD INC CLASS A (n/a) - 0.18% |
| #11 | SEINO HOLDINGS CO LTD (n/a) - 0.52% | HACHIJUNI BANK LTD (n/a) - 0.18% |
| #12 | HAZAMA ANDO CORP (n/a) - 0.50% | SOLAREDGE TECHNOLOGIES INC (SEDG) - 0.18% |
| #13 | NISHI-NIPPON FINANCIAL HOLDINGS INC (n/a) - 0.50% | KINDEN CORP (n/a) - 0.18% |
| #14 | ANRITSU CORP (n/a) - 0.49% | ASICS CORP (n/a) - 0.18% |
| #15 | ADEKA CORP (n/a) - 0.48% | ASMPT LTD (n/a) - 0.18% |
| #16 | DEXERIALS CORP (n/a) - 0.47% | CENTERRA GOLD INC (n/a) - 0.17% |
| #17 | ZEON CORP (n/a) - 0.47% | OCEANAGOLD CORP (n/a) - 0.17% |
| #18 | SANKI ENGINEERING CO LTD (n/a) - 0.46% | n/a (EQX) - 0.17% |
| #19 | MACNICA HOLDINGS INC (n/a) - 0.46% | TOWER SEMICONDUCTOR LTD (n/a) - 0.17% |
| #20 | NIPPON SHOKUBAI CO LTD (n/a) - 0.45% | CAMECO CORP (n/a) - 0.17% |
| #21 | KIYO BANK LTD (n/a) - 0.45% | TOHO CO LTD (n/a) - 0.15% |
| #22 | KANEMATSU CORP (n/a) - 0.44% | BECHTLE AG (n/a) - 0.14% |
| #23 | DOWA HOLDINGS CO LTD (n/a) - 0.44% | PLUS500 LTD (n/a) - 0.14% |
| #24 | KYUSHU FINANCIAL GROUP INC (n/a) - 0.43% | CHOW TAI FOOK JEWELLERY GROUP LTD (n/a) - 0.14% |
| #25 | TOKYO SEIMITSU CO LTD (n/a) - 0.41% | MITSUI E&S CO LTD (n/a) - 0.14% |
| Total Holdings | 795 | 1787 |
DFJ vs PDN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFJ
+1.18%
PDN
-3.14%
3M
DFJ
-0.33%
Winner
PDN
+1.24%
6M
Winner
DFJ
+11.38%
PDN
+9.51%
1Y
Winner
DFJ
+26.75%
PDN
+23.14%
5Y(CAGR)
Winner
DFJ
+9.43%
PDN
+5.86%
10Y(CAGR)
Winner
DFJ
+8.61%
PDN
+8.07%
Max(CAGR)
Winner
DFJ
+5.83%
PDN
+5.60%
DFJ vs PDN - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DFJ | PDN |
|---|---|---|
| 2026 | +8.15% | +6.71% |
| 2025 | +32.00% | +38.01% |
| 2024 | +3.57% | +1.90% |
| 2023 | +21.71% | +13.05% |
| 2022 | -8.90% | -17.78% |
| 2021 | +1.91% | +8.57% |
| 2020 | +0.11% | +9.69% |
| 2019 | +16.27% | +18.83% |
| 2018 | -18.93% | -18.83% |
| 2017 | +31.33% | +29.71% |
| 2016 | +13.37% | +8.84% |
| 2015 | +18.01% | +2.02% |
| 2014 | -2.00% | -3.77% |
| 2013 | +16.59% | +19.38% |
| 2012 | +5.09% | +14.16% |
| 2011 | -4.39% | -15.10% |
| 2010 | +15.08% | +14.90% |
| 2009 | -0.91% | +51.56% |
| 2008 | -12.90% | -40.50% |
| 2007 | -10.73% | -4.91% |
| 2006 | +1.74% | N/A |
DFJ vs PDN Drawdown Comparison
The maximum drawdown for DFJ was -45.97%, occurring on Oct 10, 2008. Recovery took 1531 trading sessions.
The maximum drawdown for PDN was -59.30%, occurring on Mar 9, 2009. Recovery took 798 trading sessions.
The current DFJ drawdown is -7.18%. The current PDN drawdown is -5.10%.
| Rank | DFJ | PDN |
|---|---|---|
| #1 | -45.97% Feb 26, 2007 - Mar 26, 2013 | -59.30% Nov 1, 2007 - Jan 3, 2011 |
| #2 | -40.00% Jan 26, 2018 - Mar 19, 2021 | -41.92% Jan 26, 2018 - Dec 15, 2020 |
| #3 | -29.72% Sep 16, 2021 - Mar 6, 2024 | -33.67% Sep 3, 2021 - May 5, 2025 |
| #4 | -15.24% May 8, 2013 - Jan 17, 2014 | -24.21% May 2, 2011 - Apr 25, 2013 |
| #5 | -13.83% Aug 10, 2015 - Jun 6, 2016 | -20.59% May 15, 2015 - Feb 10, 2017 |
| #6 | -13.03% Feb 27, 2026 - Mar 20, 2026 | -14.31% Jul 3, 2014 - May 15, 2015 |
| #7 | -12.59% Mar 19, 2025 - Apr 21, 2025 | -11.26% Feb 27, 2026 - May 6, 2026 |
| #8 | -12.12% Jul 28, 2014 - Mar 16, 2015 | -10.18% Feb 7, 2011 - Apr 26, 2011 |
| #9 | -10.77% Jul 31, 2024 - Aug 27, 2024 | -9.84% May 21, 2013 - Aug 2, 2013 |
| #10 | -10.61% Aug 18, 2006 - Jan 24, 2007 | -6.89% Oct 22, 2013 - Feb 24, 2014 |
| #11 | -9.84% Jun 30, 2006 - Aug 18, 2006 | -6.02% Jun 8, 2021 - Sep 2, 2021 |
| #12 | -9.62% Sep 26, 2024 - Mar 17, 2025 | -5.10% May 8, 2026 - Jun 5, 2026 |
| #13 | -8.89% Jan 21, 2014 - Jun 18, 2014 | -5.04% Oct 27, 2025 - Nov 28, 2025 |
| #14 | -8.53% Mar 22, 2021 - Sep 7, 2021 | -4.33% Mar 6, 2014 - May 29, 2014 |
| #15 | -6.78% Sep 16, 2025 - Dec 15, 2025 | -4.28% Aug 14, 2013 - Sep 9, 2013 |
Correlation
Correlation between DFJ and PDN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
DFJ vs PDN dividend yield comparison.
| Year | DFJ | PDN |
|---|---|---|
| 2026 | 0.00% | 0.63% |
| 2025 | 2.68% | 3.36% |
| 2024 | 2.46% | 3.36% |
| 2023 | 2.43% | 3.16% |
| 2022 | 2.62% | 2.68% |
| 2021 | 2.07% | 2.42% |
| 2020 | 2.59% | 1.79% |
| 2019 | 2.24% | 2.60% |
| 2018 | 1.89% | 2.21% |
| 2017 | 1.60% | 2.42% |
| 2016 | 1.76% | 2.16% |
| 2015 | 1.23% | 2.06% |
| 2014 | 1.63% | 1.95% |
| 2013 | 2.20% | 2.15% |
| 2012 | 2.23% | 2.31% |
| 2011 | 2.15% | 2.42% |
| 2010 | 1.70% | 1.80% |
| 2009 | 1.88% | 3.37% |
| 2008 | 1.18% | 2.44% |
| 2007 | 1.37% | 0.14% |
| 2006 | 0.10% | 0.00% |
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