DXJ vs SPMB
Comparison between WISDOMTREE JAPAN HEDGED EQUITY FUND (DXJ, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF).
5-Year PerformanceDXJ has outperformed SPMB, delivering a return of +26.0% compared to +0.4%
DXJ vs SPMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DXJ vs SPMB - Historical Returns
Returns include dividend reinvestment.
DXJ vs SPMB - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DXJ | SPMB |
|---|---|---|
| 2026 | +18.06% | +1.03% |
| 2025 | +32.75% | +8.33% |
| 2024 | +29.70% | +1.95% |
| 2023 | +41.60% | +4.47% |
| 2022 | +5.50% | -11.74% |
| 2021 | +20.02% | -1.46% |
| 2020 | +2.94% | +3.99% |
| 2019 | +18.74% | +5.91% |
| 2018 | -19.93% | +1.08% |
| 2017 | +20.68% | +2.02% |
| 2016 | +3.34% | +1.15% |
| 2015 | +6.84% | +2.04% |
| 2014 | +10.26% | +5.77% |
| 2013 | +37.17% | -2.04% |
| 2012 | +17.73% | +2.08% |
| 2011 | -16.75% | +6.23% |
| 2010 | -3.89% | +5.17% |
| 2009 | +0.88% | +5.27% |
| 2008 | -20.38% | N/A |
| 2007 | -7.22% | N/A |
| 2006 | +10.57% | N/A |
DXJ vs SPMB Drawdown Comparison
The maximum drawdown for DXJ was -49.55%, occurring on Mar 9, 2009. Recovery took 1899 trading sessions.
The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.
The current DXJ drawdown is -1.34%. The current SPMB drawdown is -1.18%.
| Rank | DXJ | SPMB |
|---|---|---|
| #1 | -49.55% Feb 26, 2007 - Sep 10, 2014 | -18.03% Feb 2, 2021 - Jan 9, 2026 |
| #2 | -39.12% Jan 17, 2018 - Feb 8, 2021 | -12.60% Mar 6, 2020 - Mar 30, 2020 |
| #3 | -33.59% Jun 1, 2015 - Oct 3, 2017 | -5.04% Nov 5, 2009 - Jun 14, 2010 |
| #4 | -22.19% Jul 10, 2024 - Mar 24, 2025 | -4.95% Sep 11, 2009 - Nov 5, 2009 |
| #5 | -16.57% Mar 25, 2025 - Jun 27, 2025 | -4.53% Sep 26, 2012 - May 1, 2014 |
| #6 | -11.78% Jan 12, 2022 - Mar 24, 2022 | -4.43% May 18, 2009 - Sep 11, 2009 |
| #7 | -11.41% Sep 26, 2014 - Oct 31, 2014 | -3.93% Sep 29, 2016 - Dec 19, 2018 |
| #8 | -10.98% Feb 25, 2026 - May 13, 2026 | -2.99% Nov 3, 2010 - Mar 16, 2011 |
| #9 | -9.73% Jun 30, 2006 - Aug 15, 2006 | -2.89% Feb 27, 2026 - May 19, 2026 |
| #10 | -9.11% Dec 5, 2014 - Feb 18, 2015 | -2.23% Apr 9, 2009 - May 18, 2009 |
| #11 | -8.74% Sep 19, 2023 - Jan 5, 2024 | -2.00% Apr 14, 2015 - Sep 18, 2015 |
| #12 | -8.53% Mar 8, 2023 - Apr 21, 2023 | -1.64% Sep 14, 2011 - Jan 13, 2012 |
| #13 | -8.31% Sep 13, 2021 - Jan 4, 2022 | -1.64% Feb 13, 2009 - Mar 13, 2009 |
| #14 | -6.82% Aug 18, 2022 - Nov 8, 2022 | -1.27% Oct 2, 2015 - Jan 13, 2016 |
| #15 | -6.68% Jun 7, 2022 - Aug 17, 2022 | -1.22% Jun 8, 2011 - Aug 2, 2011 |
Correlation
Correlation between DXJ and SPMB is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2006 - 2026)
DXJ vs SPMB dividend yield comparison.
| Year | DXJ | SPMB |
|---|---|---|
| 2026 | 0.00% | 1.58% |
| 2025 | 1.29% | 3.98% |
| 2024 | 3.48% | 3.76% |
| 2023 | 3.44% | 3.21% |
| 2022 | 3.02% | 2.98% |
| 2021 | 2.64% | 2.59% |
| 2020 | 2.53% | 2.95% |
| 2019 | 2.47% | 3.24% |
| 2018 | 2.92% | 3.36% |
| 2017 | 2.30% | 3.13% |
| 2016 | 1.98% | 2.99% |
| 2015 | 5.95% | 3.05% |
| 2014 | 11.61% | 3.54% |
| 2013 | 2.44% | 0.97% |
| 2012 | 1.50% | 2.42% |
| 2011 | 2.38% | 3.88% |
| 2010 | 1.18% | 4.17% |
| 2009 | 1.86% | 3.53% |
| 2008 | 2.03% | 0.00% |
| 2007 | 0.94% | 0.00% |
| 2006 | 0.38% | 0.00% |
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