FLTB vs DFJ

Comparison between FIDELITY LIMITED TERM BOND ETF (FLTB, ETF) and WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF).

5-Year PerformanceDFJ has outperformed FLTB, delivering a return of +9.4% compared to +2.2%

FLTB vs DFJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FLTB(ETF)	DFJ(ETF)
Net Assets	$389M	$389M
Expense Ratio	0.25%	0.58%
Max Drawdown	11.00%	46.70%
Sharpe Ratio	0.21	1.28
5Y Beta	0.01	0.47
5Y Dividends CAGR	32.39%	13.54%

Net Assets

Winner

FLTB

$389M

DFJ

$389M

Expense Ratio

Winner

FLTB

0.25%

DFJ

0.58%

Max Drawdown

Winner

FLTB

11.00%

DFJ

46.70%

Sharpe Ratio

FLTB

0.21

Winner

DFJ

1.28

5Y Beta

Winner

FLTB

0.01

DFJ

0.47

5Y Dividends CAGR

Winner

FLTB

32.39%

DFJ

13.54%

FLTB vs DFJ - Historical Returns

Returns include dividend reinvestment.

Period	FLTB	DFJ
1 month	+0.07%	+1.18%
3 months	-0.00%	-0.33%
6 months	+0.94%	+11.38%
1 year	+4.25%	+26.75%
5 years(CAGR)	+2.21%	+9.43%
10 years(CAGR)	+2.45%	+8.61%
Max(CAGR)	+2.40%	+5.83%

FLTB

+0.07%

Winner

DFJ

+1.18%

Winner

FLTB

-0.00%

DFJ

-0.33%

FLTB

+0.94%

Winner

DFJ

+11.38%

FLTB

+4.25%

Winner

DFJ

+26.75%

5Y(CAGR)

FLTB

+2.21%

Winner

DFJ

+9.43%

10Y(CAGR)

FLTB

+2.45%

Winner

DFJ

+8.61%

Max(CAGR)

FLTB

+2.40%

Winner

DFJ

+5.83%

FLTB vs DFJ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	FLTB	DFJ
2026	+0.49%	+8.15%
2025	+6.52%	+32.00%
2024	+5.22%	+3.57%
2023	+5.83%	+21.71%
2022	-5.69%	-8.90%
2021	-1.20%	+1.91%
2020	+5.47%	+0.11%
2019	+5.93%	+16.27%
2018	+1.24%	-18.93%
2017	+2.10%	+31.33%
2016	+2.11%	+13.37%
2015	+0.83%	+18.01%
2014	-0.07%	-2.00%
2013	N/A	+16.59%
2012	N/A	+5.09%
2011	N/A	-4.39%
2010	N/A	+15.08%
2009	N/A	-0.91%
2008	N/A	-12.90%
2007	N/A	-10.73%
2006	N/A	+1.74%

FLTB vs DFJ Drawdown Comparison

The maximum drawdown for FLTB was -9.37%, occurring on Oct 20, 2022. Recovery took 838 trading sessions.

The maximum drawdown for DFJ was -45.97%, occurring on Oct 10, 2008. Recovery took 1531 trading sessions.

The current FLTB drawdown is -0.48%. The current DFJ drawdown is -7.18%.

Rank	FLTB	DFJ
#1	-9.37% Feb 11, 2021 - Jun 12, 2024	-45.97% Feb 26, 2007 - Mar 26, 2013
#2	-8.20% Mar 5, 2020 - May 29, 2020	-40.00% Jan 26, 2018 - Mar 19, 2021
#3	-1.98% Aug 4, 2016 - May 17, 2017	-29.72% Sep 16, 2021 - Mar 6, 2024
#4	-1.76% Sep 7, 2017 - Dec 18, 2018	-15.24% May 8, 2013 - Jan 17, 2014
#5	-1.63% Oct 15, 2015 - Mar 17, 2016	-13.83% Aug 10, 2015 - Jun 6, 2016
#6	-1.52% Feb 23, 2026 - Mar 26, 2026	-13.03% Feb 27, 2026 - Mar 20, 2026
#7	-1.36% Apr 3, 2025 - Apr 28, 2025	-12.59% Mar 19, 2025 - Apr 21, 2025
#8	-1.19% Apr 27, 2015 - Oct 2, 2015	-12.12% Jul 28, 2014 - Mar 16, 2015
#9	-1.09% Oct 1, 2024 - Jan 27, 2025	-10.77% Jul 31, 2024 - Aug 27, 2024
#10	-1.08% Oct 15, 2014 - Jan 15, 2015	-10.61% Aug 18, 2006 - Jan 24, 2007
#11	-0.96% Feb 2, 2015 - Apr 1, 2015	-9.84% Jun 30, 2006 - Aug 18, 2006
#12	-0.85% Sep 4, 2019 - Oct 2, 2019	-9.62% Sep 26, 2024 - Mar 17, 2025
#13	-0.59% Apr 30, 2025 - May 30, 2025	-8.89% Jan 21, 2014 - Jun 18, 2014
#14	-0.55% Oct 4, 2019 - Dec 3, 2019	-8.53% Mar 22, 2021 - Sep 7, 2021
#15	-0.51% May 6, 2016 - Jun 3, 2016	-6.78% Sep 16, 2025 - Dec 15, 2025

Correlation

Correlation between FLTB and DFJ is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2006 - 2026)

FLTB vs DFJ dividend yield comparison.

Year	FLTB	DFJ
2026	1.80%	0.00%
2025	4.31%	2.68%
2024	4.11%	2.46%
2023	3.20%	2.43%
2022	1.63%	2.62%
2021	0.89%	2.07%
2020	1.56%	2.59%
2019	2.67%	2.24%
2018	2.50%	1.89%
2017	1.78%	1.60%
2016	1.59%	1.76%
2015	1.63%	1.23%
2014	0.35%	1.63%
2013	0.00%	2.20%
2012	0.00%	2.23%
2011	0.00%	2.15%
2010	0.00%	1.70%
2009	0.00%	1.88%
2008	0.00%	1.18%
2007	0.00%	1.37%
2006	0.00%	0.10%