HEDG vs DFJ
Comparison between EQUABLE SHARES HEDGED EQUITY ETF (HEDG, ETF) and WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF).
HEDG vs DFJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HEDG
$401M
DFJ
$399M
Expense Ratio
HEDG
0.96%
Winner
DFJ
0.58%
Max Drawdown
Winner
HEDG
4.33%
DFJ
46.70%
Sharpe Ratio
HEDG
0.78
Winner
DFJ
1.42
5Y Beta
Winner
HEDG
0.35
DFJ
0.48
5Y Dividends CAGR
HEDG
N/A
DFJ
13.54%
HEDG vs DFJ - Holdings Comparison
HEDG and DFJ have 0 common holdings. Overlap is 0.00%
HEDG's top 25 holdings weight is 99.18%. DFJ's top 25 holdings weight is 12.53%.
| Rank | HEDG | DFJ |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 64.61% | DAISHI HOKUETSU FINANCIAL GROUP INC (n/a) - 0.69% |
| #2 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 34.08% | CHUGIN FINANCIAL GROUP INC (n/a) - 0.67% |
| #3 | CLEARSHARES ULTRA-SHORT MATURITY ETF (OPER) - 0.49% | INFRONEER HOLDINGS INC (n/a) - 0.60% |
| #4 | N/A | NSK LTD (n/a) - 0.59% |
| #5 | N/A | CITIZEN WATCH CO LTD (n/a) - 0.58% |
| #6 | N/A | EXEDY CORP (n/a) - 0.57% |
| #7 | N/A | NICHIAS CORP (n/a) - 0.57% |
| #8 | N/A | SKY PERFECT JSAT CORP (n/a) - 0.56% |
| #9 | N/A | SANKI ENGINEERING CO LTD (n/a) - 0.56% |
| #10 | N/A | YAMAGUCHI FINANCIAL GROUP INC (n/a) - 0.55% |
| #11 | N/A | SEINO HOLDINGS CO LTD (n/a) - 0.52% |
| #12 | N/A | MITSUBISHI MATERIALS CORP (n/a) - 0.51% |
| #13 | N/A | DEXERIALS CORP (n/a) - 0.51% |
| #14 | N/A | NISHI-NIPPON FINANCIAL HOLDINGS INC (n/a) - 0.50% |
| #15 | N/A | HAZAMA ANDO CORP (n/a) - 0.50% |
| #16 | N/A | ZEON CORP (n/a) - 0.50% |
| #17 | N/A | NIPPON SHOKUBAI CO LTD (n/a) - 0.47% |
| #18 | N/A | MACNICA HOLDINGS INC (n/a) - 0.47% |
| #19 | N/A | ADEKA CORP (n/a) - 0.46% |
| #20 | N/A | LINTEC CORP (n/a) - 0.45% |
| #21 | N/A | VALQUA LTD (n/a) - 0.34% |
| #22 | N/A | JOSHIN CORP (n/a) - 0.34% |
| #23 | N/A | ITOHAM YONEKYU HOLDINGS INC (n/a) - 0.34% |
| #24 | N/A | AOYAMA TRADING CO LTD (n/a) - 0.34% |
| #25 | N/A | INABATA & CO LTD (n/a) - 0.34% |
| Total Holdings | 3 | 748 |
HEDG vs DFJ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEDG
-0.07%
DFJ
-0.13%
3M
HEDG
+2.62%
Winner
DFJ
+6.68%
6M
HEDG
+2.39%
Winner
DFJ
+10.45%
1Y
HEDG
N/A
DFJ
+29.48%
5Y(CAGR)
HEDG
N/A
DFJ
+10.25%
10Y(CAGR)
HEDG
N/A
DFJ
+8.92%
Max(CAGR)
Winner
HEDG
+8.40%
DFJ
+5.89%
HEDG vs DFJ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | HEDG | DFJ |
|---|---|---|
| 2026 | +2.49% | +9.68% |
| 2025 | +3.16% | +32.00% |
| 2024 | N/A | +3.57% |
| 2023 | N/A | +21.71% |
| 2022 | N/A | -8.90% |
| 2021 | N/A | +1.91% |
| 2020 | N/A | +0.11% |
| 2019 | N/A | +16.27% |
| 2018 | N/A | -18.93% |
| 2017 | N/A | +31.33% |
| 2016 | N/A | +13.37% |
| 2015 | N/A | +18.01% |
| 2014 | N/A | -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% |
HEDG vs DFJ Drawdown Comparison
The maximum drawdown for HEDG was -3.85%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.
The maximum drawdown for DFJ was -45.97%, occurring on Oct 10, 2008. Recovery took 1531 trading sessions.
The current HEDG drawdown is -0.76%. The current DFJ drawdown is -5.86%.
| Rank | HEDG | DFJ |
|---|---|---|
| #1 | -3.85% Feb 25, 2026 - Apr 17, 2026 | -45.97% Feb 26, 2007 - Mar 26, 2013 |
| #2 | -1.64% Nov 11, 2025 - Nov 25, 2025 | -40.00% Jan 26, 2018 - Mar 19, 2021 |
| #3 | -1.15% Feb 2, 2026 - Feb 24, 2026 | -29.72% Sep 16, 2021 - Mar 6, 2024 |
| #4 | -0.81% Jan 12, 2026 - Jan 26, 2026 | -15.24% May 8, 2013 - Jan 17, 2014 |
| #5 | -0.76% Jun 8, 2026 - Jun 11, 2026 | -13.83% Aug 10, 2015 - Jun 6, 2016 |
| #6 | -0.60% Nov 3, 2025 - Nov 10, 2025 | -13.03% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -0.50% Oct 13, 2025 - Oct 17, 2025 | -12.59% Mar 19, 2025 - Apr 21, 2025 |
| #8 | -0.42% Dec 12, 2025 - Dec 19, 2025 | -12.12% Jul 28, 2014 - Mar 16, 2015 |
| #9 | -0.23% Jun 2, 2026 - Jun 8, 2026 | -10.77% Jul 31, 2024 - Aug 27, 2024 |
| #10 | -0.20% Dec 26, 2025 - Jan 5, 2026 | -10.61% Aug 18, 2006 - Jan 24, 2007 |
| #11 | -0.19% Jan 6, 2026 - Jan 9, 2026 | -9.84% Jun 30, 2006 - Aug 18, 2006 |
| #12 | -0.19% Jan 27, 2026 - Feb 2, 2026 | -9.62% Sep 26, 2024 - Mar 17, 2025 |
| #13 | -0.18% Dec 5, 2025 - Dec 10, 2025 | -8.89% Jan 21, 2014 - Jun 18, 2014 |
| #14 | -0.17% Apr 17, 2026 - Apr 22, 2026 | -8.53% Mar 22, 2021 - Sep 7, 2021 |
| #15 | -0.15% May 22, 2026 - May 29, 2026 | -6.78% Sep 16, 2025 - Dec 15, 2025 |
Correlation
Correlation between HEDG and DFJ is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2006 - 2026)
HEDG vs DFJ dividend yield comparison.
| Year | HEDG | DFJ |
|---|---|---|
| 2026 | 0.49% | 0.00% |
| 2025 | 1.38% | 2.68% |
| 2024 | 0.00% | 2.46% |
| 2023 | 0.00% | 2.43% |
| 2022 | 0.00% | 2.62% |
| 2021 | 0.00% | 2.07% |
| 2020 | 0.00% | 2.59% |
| 2019 | 0.00% | 2.24% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 1.60% |
| 2016 | 0.00% | 1.76% |
| 2015 | 0.00% | 1.23% |
| 2014 | 0.00% | 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% |
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