DFJ vs SPY
Comparison between WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DFJ, delivering a return of +13.3% compared to +9.4%
DFJ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFJ
$389M
Winner
SPY
$735B
Expense Ratio
DFJ
0.58%
Winner
SPY
0.09%
Max Drawdown
Winner
DFJ
46.70%
SPY
56.47%
Sharpe Ratio
DFJ
1.28
Winner
SPY
1.62
5Y Beta
Winner
DFJ
0.47
SPY
1.00
P/E Ratio
DFJ
N/A
SPY
28.99
Forward P/E
DFJ
N/A
SPY
22.37
5Y Dividends CAGR
Winner
DFJ
13.54%
SPY
5.43%
5Y EPS CAGR
DFJ
N/A
SPY
26.05%
Debt to Equity
DFJ
N/A
SPY
32.40%
P/S Ratio
DFJ
N/A
SPY
3.74
P/B Ratio
DFJ
N/A
SPY
5.61
DFJ vs SPY - Holdings Comparison
DFJ and SPY have 1 common holdings. Overlap is 0.00%
DFJ's top 25 holdings weight is 13.04%. SPY's top 25 holdings weight is 52.37%.
| Rank | DFJ | SPY |
|---|---|---|
| #1 | SKY PERFECT JSAT CORP (n/a) - 0.76% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | DAISHI HOKUETSU FINANCIAL GROUP INC (n/a) - 0.71% | APPLE INC (AAPL) - 7.02% |
| #3 | CHUGIN FINANCIAL GROUP INC (n/a) - 0.69% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | NSK LTD (n/a) - 0.62% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | EXEDY CORP (n/a) - 0.58% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | MITSUBISHI MATERIALS CORP (n/a) - 0.57% | BROADCOM INC (AVGO) - 3.10% |
| #7 | YAMAGUCHI FINANCIAL GROUP INC (n/a) - 0.55% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | NICHIAS CORP (n/a) - 0.53% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | CITIZEN WATCH CO LTD (n/a) - 0.53% | TESLA INC (TSLA) - 1.89% |
| #10 | INFRONEER HOLDINGS INC (n/a) - 0.53% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | SEINO HOLDINGS CO LTD (n/a) - 0.52% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | HAZAMA ANDO CORP (n/a) - 0.50% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | NISHI-NIPPON FINANCIAL HOLDINGS INC (n/a) - 0.50% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | ANRITSU CORP (n/a) - 0.49% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | ADEKA CORP (n/a) - 0.48% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | DEXERIALS CORP (n/a) - 0.47% | INTEL CORP (INTC) - 0.90% |
| #17 | ZEON CORP (n/a) - 0.47% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | SANKI ENGINEERING CO LTD (n/a) - 0.46% | VISA INC CLASS A (V) - 0.85% |
| #19 | MACNICA HOLDINGS INC (n/a) - 0.46% | WALMART INC (WMT) - 0.81% |
| #20 | NIPPON SHOKUBAI CO LTD (n/a) - 0.45% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | KIYO BANK LTD (n/a) - 0.45% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | KANEMATSU CORP (n/a) - 0.44% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | DOWA HOLDINGS CO LTD (n/a) - 0.44% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | KYUSHU FINANCIAL GROUP INC (n/a) - 0.43% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | TOKYO SEIMITSU CO LTD (n/a) - 0.41% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 795 | 505 |
DFJ vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DFJ
+1.18%
Winner
SPY
+1.90%
3M
DFJ
-0.33%
Winner
SPY
+8.55%
6M
Winner
DFJ
+11.38%
SPY
+8.18%
1Y
Winner
DFJ
+26.75%
SPY
+25.79%
5Y(CAGR)
DFJ
+9.43%
Winner
SPY
+13.32%
10Y(CAGR)
DFJ
+8.61%
Winner
SPY
+15.19%
Max(CAGR)
DFJ
+5.83%
Winner
SPY
+8.47%
DFJ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DFJ | SPY |
|---|---|---|
| 2026 | +8.15% | +8.26% |
| 2025 | +32.00% | +18.00% |
| 2024 | +3.57% | +25.59% |
| 2023 | +21.71% | +26.72% |
| 2022 | -8.90% | -18.64% |
| 2021 | +1.91% | +30.52% |
| 2020 | +0.11% | +17.28% |
| 2019 | +16.27% | +31.09% |
| 2018 | -18.93% | -5.24% |
| 2017 | +31.33% | +20.78% |
| 2016 | +13.37% | +13.59% |
| 2015 | +18.01% | +1.31% |
| 2014 | -2.00% | +14.56% |
| 2013 | +16.59% | +29.00% |
| 2012 | +5.09% | +14.17% |
| 2011 | -4.39% | +0.85% |
| 2010 | +15.08% | +13.14% |
| 2009 | -0.91% | +22.67% |
| 2008 | -12.90% | -36.25% |
| 2007 | -10.73% | +5.32% |
| 2006 | +1.74% | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DFJ vs SPY Drawdown Comparison
The maximum drawdown for DFJ was -45.97%, occurring on Oct 10, 2008. Recovery took 1531 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DFJ drawdown is -7.18%. The current SPY drawdown is -2.90%.
| Rank | DFJ | SPY |
|---|---|---|
| #1 | -45.97% Feb 26, 2007 - Mar 26, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -40.00% Jan 26, 2018 - Mar 19, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -29.72% Sep 16, 2021 - Mar 6, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -15.24% May 8, 2013 - Jan 17, 2014 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.83% Aug 10, 2015 - Jun 6, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.03% Feb 27, 2026 - Mar 20, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -12.59% Mar 19, 2025 - Apr 21, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.12% Jul 28, 2014 - Mar 16, 2015 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.77% Jul 31, 2024 - Aug 27, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.61% Aug 18, 2006 - Jan 24, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.84% Jun 30, 2006 - Aug 18, 2006 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.62% Sep 26, 2024 - Mar 17, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -8.89% Jan 21, 2014 - Jun 18, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.53% Mar 22, 2021 - Sep 7, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.78% Sep 16, 2025 - Dec 15, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DFJ and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
DFJ vs SPY dividend yield comparison.
| Year | DFJ | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 2.68% | 1.07% |
| 2024 | 2.46% | 1.21% |
| 2023 | 2.43% | 1.40% |
| 2022 | 2.62% | 1.65% |
| 2021 | 2.07% | 1.20% |
| 2020 | 2.59% | 1.52% |
| 2019 | 2.24% | 1.75% |
| 2018 | 1.89% | 2.04% |
| 2017 | 1.60% | 1.80% |
| 2016 | 1.76% | 2.03% |
| 2015 | 1.23% | 2.06% |
| 2014 | 1.63% | 1.87% |
| 2013 | 2.20% | 1.81% |
| 2012 | 2.23% | 2.18% |
| 2011 | 2.15% | 2.05% |
| 2010 | 1.70% | 1.80% |
| 2009 | 1.88% | 1.95% |
| 2008 | 1.18% | 3.02% |
| 2007 | 1.37% | 1.85% |
| 2006 | 0.10% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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