DFSD vs DXJ

Comparison between DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF) and WISDOMTREE JAPAN HEDGED EQUITY FUND (DXJ, ETF).

5-Year PerformanceDXJ has outperformed DFSD, delivering a return of +26.0% compared to +2.6%

DFSD vs DXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DFSD(ETF)	DXJ(ETF)
Net Assets	$6.80B	$6.90B
Expense Ratio	0.16%	0.48%
Max Drawdown	9.85%	51.15%
Sharpe Ratio	0.26	2.30
5Y Beta	0.03	0.95
5Y Dividends CAGR	N/A	28.07%

Net Assets

DFSD

$6.80B

Winner

DXJ

$6.90B

Expense Ratio

Winner

DFSD

0.16%

DXJ

0.48%

Max Drawdown

Winner

DFSD

9.85%

DXJ

51.15%

Sharpe Ratio

DFSD

0.26

Winner

DXJ

2.30

5Y Beta

Winner

DFSD

0.03

DXJ

0.95

5Y Dividends CAGR

DFSD

N/A

DXJ

28.07%

DFSD vs DXJ - Historical Returns

Returns include dividend reinvestment.

Period	DFSD	DXJ
1 month	+0.36%	+1.23%
3 months	+0.73%	+9.19%
6 months	+1.11%	+19.84%
1 year	+4.19%	+53.34%
5 years(CAGR)	+2.55%	+25.96%
10 years(CAGR)	N/A	+18.61%
Max(CAGR)	+2.55%	+9.38%

DFSD

+0.36%

Winner

DXJ

+1.23%

DFSD

+0.73%

Winner

DXJ

+9.19%

DFSD

+1.11%

Winner

DXJ

+19.84%

DFSD

+4.19%

Winner

DXJ

+53.34%

5Y(CAGR)

DFSD

+2.55%

Winner

DXJ

+25.96%

10Y(CAGR)

DFSD

N/A

DXJ

+18.61%

Max(CAGR)

DFSD

+2.55%

Winner

DXJ

+9.38%

DFSD vs DXJ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DFSD	DXJ
2026	+0.75%	+18.06%
2025	+6.52%	+32.75%
2024	+4.53%	+29.70%
2023	+6.02%	+41.60%
2022	-5.69%	+5.50%
2021	-0.02%	+20.02%
2020	N/A	+2.94%
2019	N/A	+18.74%
2018	N/A	-19.93%
2017	N/A	+20.68%
2016	N/A	+3.34%
2015	N/A	+6.84%
2014	N/A	+10.26%
2013	N/A	+37.17%
2012	N/A	+17.73%
2011	N/A	-16.75%
2010	N/A	-3.89%
2009	N/A	+0.88%
2008	N/A	-20.38%
2007	N/A	-7.22%
2006	N/A	+10.57%

DFSD vs DXJ Drawdown Comparison

The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.

The maximum drawdown for DXJ was -49.55%, occurring on Mar 9, 2009. Recovery took 1899 trading sessions.

The current DFSD drawdown is -0.25%. The current DXJ drawdown is -1.34%.

Rank	DFSD	DXJ
#1	-8.45% Nov 18, 2021 - Feb 1, 2024	-49.55% Feb 26, 2007 - Sep 10, 2014
#2	-1.47% Feb 27, 2026 - Mar 26, 2026	-39.12% Jan 17, 2018 - Feb 8, 2021
#3	-1.34% Apr 3, 2025 - Apr 28, 2025	-33.59% Jun 1, 2015 - Oct 3, 2017
#4	-0.67% Oct 1, 2024 - Nov 29, 2024	-22.19% Jul 10, 2024 - Mar 24, 2025
#5	-0.67% Dec 6, 2024 - Jan 27, 2025	-16.57% Mar 25, 2025 - Jun 27, 2025
#6	-0.52% Apr 30, 2025 - May 27, 2025	-11.78% Jan 12, 2022 - Mar 24, 2022
#7	-0.50% Mar 27, 2024 - May 3, 2024	-11.41% Sep 26, 2014 - Oct 31, 2014
#8	-0.42% Feb 1, 2024 - Mar 5, 2024	-10.98% Feb 25, 2026 - May 13, 2026
#9	-0.42% Feb 5, 2025 - Feb 21, 2025	-9.73% Jun 30, 2006 - Aug 15, 2006
#10	-0.40% Jun 4, 2025 - Jun 12, 2025	-9.11% Dec 5, 2014 - Feb 18, 2015
#11	-0.37% Oct 22, 2025 - Nov 21, 2025	-8.74% Sep 19, 2023 - Jan 5, 2024
#12	-0.35% Nov 26, 2025 - Dec 16, 2025	-8.53% Mar 8, 2023 - Apr 21, 2023
#13	-0.34% Mar 3, 2025 - Mar 19, 2025	-8.31% Sep 13, 2021 - Jan 4, 2022
#14	-0.29% Jun 30, 2025 - Jul 21, 2025	-6.82% Aug 18, 2022 - Nov 8, 2022
#15	-0.28% Mar 8, 2024 - Mar 22, 2024	-6.68% Jun 7, 2022 - Aug 17, 2022

Correlation

Correlation between DFSD and DXJ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2006 - 2026)

DFSD vs DXJ dividend yield comparison.

Year	DFSD	DXJ
2026	0.91%	0.00%
2025	4.12%	1.29%
2024	4.81%	3.48%
2023	3.89%	3.44%
2022	2.12%	3.02%
2021	0.11%	2.64%
2020	0.00%	2.53%
2019	0.00%	2.47%
2018	0.00%	2.92%
2017	0.00%	2.30%
2016	0.00%	1.98%
2015	0.00%	5.95%
2014	0.00%	11.61%
2013	0.00%	2.44%
2012	0.00%	1.50%
2011	0.00%	2.38%
2010	0.00%	1.18%
2009	0.00%	1.86%
2008	0.00%	2.03%
2007	0.00%	0.94%
2006	0.00%	0.38%