DFJ vs YMAX
Comparison between WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF) and YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF).
DFJ vs YMAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFJ
$389M
Winner
YMAX
$390M
Expense Ratio
Winner
DFJ
0.58%
YMAX
1.33%
Max Drawdown
Winner
DFJ
46.70%
YMAX
65.66%
Sharpe Ratio
Winner
DFJ
1.28
YMAX
0.07
5Y Beta
Winner
DFJ
0.47
YMAX
1.24
5Y Dividends CAGR
DFJ
13.54%
YMAX
N/A
DFJ vs YMAX - Holdings Comparison
DFJ and YMAX have 1 common holdings. Overlap is -0.87%
DFJ's top 25 holdings weight is 13.04%. YMAX's top 25 holdings weight is 69.30%.
| Rank | DFJ | YMAX |
|---|---|---|
| #1 | SKY PERFECT JSAT CORP (n/a) - 0.76% | YIELDMAX CRCL OPTION INCOME STRATEGY ETF (CRCO) - 3.44% |
| #2 | DAISHI HOKUETSU FINANCIAL GROUP INC (n/a) - 0.71% | YIELDMAX NFLX OPTION INCOME STRATEGY ETF (NFLY) - 3.17% |
| #3 | CHUGIN FINANCIAL GROUP INC (n/a) - 0.69% | YIELDMAX XYZ OPTION INCOME STRATEGY ETF (XYZY) - 3.12% |
| #4 | NSK LTD (n/a) - 0.62% | YIELDMAX COIN OPTION INCOME STRATEGY ETF (CONY) - 2.85% |
| #5 | EXEDY CORP (n/a) - 0.58% | YIELDMAX SNOW OPTION INCOME STRATEGY ETF (SNOY) - 2.78% |
| #6 | MITSUBISHI MATERIALS CORP (n/a) - 0.57% | YIELDMAX(TM) RBLX OPTION INC STRAT ETF (RBLY) - 2.77% |
| #7 | YAMAGUCHI FINANCIAL GROUP INC (n/a) - 0.55% | YIELDMAX DKNG OPTION INCOME STRATEGY ETF (DRAY) - 2.75% |
| #8 | NICHIAS CORP (n/a) - 0.53% | YIELDMAX HOOD OPTION INCOME STRATEGY ETF (HOOY) - 2.74% |
| #9 | CITIZEN WATCH CO LTD (n/a) - 0.53% | OTHER ASSETS AND LIABILITIES (n/a) - 2.74% |
| #10 | INFRONEER HOLDINGS INC (n/a) - 0.53% | YIELDMAX PLTR OPTION INCOME STRATEGY ETF (PLTY) - 2.73% |
| #11 | SEINO HOLDINGS CO LTD (n/a) - 0.52% | YIELDMAX PYPL OPTION INCOME STRATEGY ETF (PYPY) - 2.72% |
| #12 | HAZAMA ANDO CORP (n/a) - 0.50% | YIELDMAX ABNB OPTION INCOME STRATEGY ETF (ABNY) - 2.72% |
| #13 | NISHI-NIPPON FINANCIAL HOLDINGS INC (n/a) - 0.50% | YIELDMAX® INNOVATION OPTION INC STGY ETF (OARK) - 2.71% |
| #14 | ANRITSU CORP (n/a) - 0.49% | YIELDMAX GOLD MINERS OPT INC STRGY ETF (GDXY) - 2.71% |
| #15 | ADEKA CORP (n/a) - 0.48% | YIELDMAX SMCI OPTION INCOME STRATEGY ETF (SMCY) - 2.70% |
| #16 | DEXERIALS CORP (n/a) - 0.47% | YIELDMAX RDDT OPTION INCOME STRATEGY ETF (RDYY) - 2.68% |
| #17 | ZEON CORP (n/a) - 0.47% | YIELDMAX AMD OPTION INCOME STRATEGY ETF (AMDY) - 2.67% |
| #18 | SANKI ENGINEERING CO LTD (n/a) - 0.46% | YIELDMAX MRNA OPTION INCOME STRATEGY ETF (MRNY) - 2.67% |
| #19 | MACNICA HOLDINGS INC (n/a) - 0.46% | YIELDMAX CVNA OPTION INCOME STRATEGY ETF (CVNY) - 2.67% |
| #20 | NIPPON SHOKUBAI CO LTD (n/a) - 0.45% | YIELDMAX AMZN OPTION INCOME STRATEGY ETF (AMZY) - 2.66% |
| #21 | KIYO BANK LTD (n/a) - 0.45% | YIELDMAX MSFT OPTION INCOME STRATEGY ETF (MSFO) - 2.66% |
| #22 | KANEMATSU CORP (n/a) - 0.44% | YIELDMAX BITCOIN OPTION INC STRAT ETF (YBIT) - 2.66% |
| #23 | DOWA HOLDINGS CO LTD (n/a) - 0.44% | YIELDMAX GME OPTION INCOME STRATEGY ETF (GMEY) - 2.66% |
| #24 | KYUSHU FINANCIAL GROUP INC (n/a) - 0.43% | YIELDMAX DIS OPTION INCOME STRATEGY ETF (DISO) - 2.66% |
| #25 | TOKYO SEIMITSU CO LTD (n/a) - 0.41% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.66% |
| Total Holdings | 795 | 50 |
DFJ vs YMAX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFJ
+1.18%
YMAX
+0.47%
3M
DFJ
-0.33%
Winner
YMAX
+8.07%
6M
Winner
DFJ
+11.38%
YMAX
-2.48%
1Y
Winner
DFJ
+26.75%
YMAX
+4.55%
5Y(CAGR)
DFJ
+9.43%
YMAX
N/A
10Y(CAGR)
DFJ
+8.61%
YMAX
N/A
Max(CAGR)
DFJ
+5.83%
Winner
YMAX
+13.22%
DFJ vs YMAX - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DFJ | YMAX |
|---|---|---|
| 2026 | +8.15% | -0.58% |
| 2025 | +32.00% | +5.61% |
| 2024 | +3.57% | +26.33% |
| 2023 | +21.71% | N/A |
| 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 YMAX Drawdown Comparison
The maximum drawdown for DFJ was -45.97%, occurring on Oct 10, 2008. Recovery took 1531 trading sessions.
The maximum drawdown for YMAX was -26.11%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current DFJ drawdown is -7.18%. The current YMAX drawdown is -11.12%.
| Rank | DFJ | YMAX |
|---|---|---|
| #1 | -45.97% Feb 26, 2007 - Mar 26, 2013 | -26.11% Oct 8, 2025 - Mar 30, 2026 |
| #2 | -40.00% Jan 26, 2018 - Mar 19, 2021 | -25.43% Dec 6, 2024 - Jun 26, 2025 |
| #3 | -29.72% Sep 16, 2021 - Mar 6, 2024 | -12.73% Jul 15, 2024 - Oct 29, 2024 |
| #4 | -15.24% May 8, 2013 - Jan 17, 2014 | -7.77% Mar 28, 2024 - May 20, 2024 |
| #5 | -13.83% Aug 10, 2015 - Jun 6, 2016 | -5.55% Jul 28, 2025 - Sep 18, 2025 |
| #6 | -13.03% Feb 27, 2026 - Mar 20, 2026 | -3.00% Feb 15, 2024 - Feb 22, 2024 |
| #7 | -12.59% Mar 19, 2025 - Apr 21, 2025 | -2.92% Oct 29, 2024 - Nov 6, 2024 |
| #8 | -12.12% Jul 28, 2014 - Mar 16, 2015 | -2.46% Jun 12, 2024 - Jul 5, 2024 |
| #9 | -10.77% Jul 31, 2024 - Aug 27, 2024 | -2.37% Sep 22, 2025 - Oct 2, 2025 |
| #10 | -10.61% Aug 18, 2006 - Jan 24, 2007 | -2.31% Mar 1, 2024 - Mar 12, 2024 |
| #11 | -9.84% Jun 30, 2006 - Aug 18, 2006 | -2.23% Jan 29, 2024 - Feb 2, 2024 |
| #12 | -9.62% Sep 26, 2024 - Mar 17, 2025 | -2.11% May 21, 2024 - Jun 5, 2024 |
| #13 | -8.89% Jan 21, 2014 - Jun 18, 2014 | -2.09% Nov 11, 2024 - Nov 19, 2024 |
| #14 | -8.53% Mar 22, 2021 - Sep 7, 2021 | -1.84% Mar 12, 2024 - Mar 20, 2024 |
| #15 | -6.78% Sep 16, 2025 - Dec 15, 2025 | -1.72% Feb 12, 2024 - Feb 14, 2024 |
Correlation
Correlation between DFJ and YMAX is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2006 - 2026)
DFJ vs YMAX dividend yield comparison.
| Year | DFJ | YMAX |
|---|---|---|
| 2026 | 0.00% | 23.57% |
| 2025 | 2.68% | 78.70% |
| 2024 | 2.46% | 44.20% |
| 2023 | 2.43% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: DFJ vs SPYYMAX vs SPY
More Comparisons
Compare with similar stocks