DXJ vs LMBS

Comparison between WISDOMTREE JAPAN HEDGED EQUITY FUND (DXJ, ETF) and FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF).

5-Year PerformanceDXJ has outperformed LMBS, delivering a return of +27.3% compared to +3.0%

DXJ vs LMBS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DXJ(ETF)	LMBS(ETF)
Net Assets	$6.20B	$6.20B
Expense Ratio	0.48%	0.66%
Max Drawdown	51.15%	11.76%
Sharpe Ratio	2.33	1.18
5Y Beta	0.94	0.01
5Y Dividends CAGR	28.07%	12.43%

Net Assets

DXJ

$6.20B

LMBS

$6.20B

Expense Ratio

Winner

DXJ

0.48%

LMBS

0.66%

Max Drawdown

DXJ

51.15%

Winner

LMBS

11.76%

Sharpe Ratio

Winner

DXJ

2.33

LMBS

1.18

5Y Beta

DXJ

0.94

Winner

LMBS

0.01

5Y Dividends CAGR

Winner

DXJ

28.07%

LMBS

12.43%

DXJ vs LMBS - Historical Returns

Returns include dividend reinvestment.

Period	DXJ	LMBS
1 month	+3.47%	-0.02%
3 months	+2.80%	-0.06%
6 months	+25.29%	+1.87%
1 year	+54.68%	+6.38%
5 years(CAGR)	+27.28%	+3.03%
10 years(CAGR)	+18.20%	+2.76%
Max(CAGR)	+9.43%	+3.01%

Winner

DXJ

+3.47%

LMBS

-0.02%

Winner

DXJ

+2.80%

LMBS

-0.06%

Winner

DXJ

+25.29%

LMBS

+1.87%

Winner

DXJ

+54.68%

LMBS

+6.38%

5Y(CAGR)

Winner

DXJ

+27.28%

LMBS

+3.03%

10Y(CAGR)

Winner

DXJ

+18.20%

LMBS

+2.76%

Max(CAGR)

Winner

DXJ

+9.43%

LMBS

+3.01%

DXJ vs LMBS - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DXJ	LMBS
2026	+18.30%	+1.25%
2025	+32.75%	+7.05%
2024	+29.70%	+5.30%
2023	+41.60%	+6.26%
2022	+5.50%	-2.97%
2021	+20.02%	-1.01%
2020	+2.94%	+1.60%
2019	+18.74%	+4.10%
2018	-19.93%	+1.50%
2017	+20.68%	+1.55%
2016	+3.34%	+6.56%
2015	+6.84%	+2.56%
2014	+10.26%	+1.57%
2013	+37.17%	N/A
2012	+17.73%	N/A
2011	-16.75%	N/A
2010	-3.89%	N/A
2009	+0.88%	N/A
2008	-20.38%	N/A
2007	-7.22%	N/A
2006	+10.57%	N/A

DXJ vs LMBS Drawdown Comparison

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

The maximum drawdown for LMBS was -6.49%, occurring on Oct 21, 2022. Recovery took 948 trading sessions.

The current LMBS drawdown is -0.41%.

Rank	DXJ	LMBS
#1	-49.55% Feb 26, 2007 - Sep 10, 2014	-6.49% Mar 6, 2020 - Dec 11, 2023
#2	-39.12% Jan 17, 2018 - Feb 8, 2021	-1.85% Jan 6, 2015 - Mar 12, 2015
#3	-33.59% Jun 1, 2015 - Oct 3, 2017	-1.72% Apr 4, 2025 - Jun 11, 2025
#4	-22.19% Jul 10, 2024 - Mar 24, 2025	-1.52% Oct 1, 2024 - Feb 5, 2025
#5	-16.57% Mar 25, 2025 - Jun 27, 2025	-1.45% Mar 27, 2024 - May 15, 2024
#6	-11.78% Jan 12, 2022 - Mar 24, 2022	-1.43% Feb 27, 2026 - Mar 27, 2026
#7	-11.41% Sep 26, 2014 - Oct 31, 2014	-1.25% Aug 24, 2015 - Oct 6, 2015
#8	-10.98% Feb 25, 2026 - May 13, 2026	-0.97% Dec 4, 2014 - Dec 26, 2014
#9	-9.73% Jun 30, 2006 - Aug 15, 2006	-0.89% Apr 6, 2015 - May 7, 2015
#10	-9.11% Dec 5, 2014 - Feb 18, 2015	-0.86% Nov 4, 2016 - Apr 4, 2017
#11	-8.74% Sep 19, 2023 - Jan 5, 2024	-0.85% Feb 1, 2024 - Mar 6, 2024
#12	-8.53% Mar 8, 2023 - Apr 21, 2023	-0.81% Feb 18, 2016 - Mar 17, 2016
#13	-8.31% Sep 13, 2021 - Jan 4, 2022	-0.74% Mar 12, 2015 - Mar 20, 2015
#14	-6.82% Aug 18, 2022 - Nov 8, 2022	-0.74% May 15, 2024 - Jun 5, 2024
#15	-6.68% Jun 7, 2022 - Aug 17, 2022	-0.67% Jan 11, 2016 - Jan 20, 2016

Correlation

Correlation between DXJ and LMBS is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2006 - 2026)

DXJ vs LMBS dividend yield comparison.

Year	DXJ	LMBS
2026	0.00%	1.36%
2025	1.29%	4.08%
2024	3.48%	4.28%
2023	3.44%	3.96%
2022	3.02%	2.22%
2021	2.64%	2.04%
2020	2.53%	2.27%
2019	2.47%	2.55%
2018	2.92%	2.76%
2017	2.30%	2.73%
2016	1.98%	2.84%
2015	5.95%	3.03%
2014	11.61%	0.37%
2013	2.44%	0.00%
2012	1.50%	0.00%
2011	2.38%	0.00%
2010	1.18%	0.00%
2009	1.86%	0.00%
2008	2.03%	0.00%
2007	0.94%	0.00%
2006	0.38%	0.00%