HEDJ vs JPIB
Comparison between WISDOMTREE EUROPE HEDGED EQUITY FUND (HEDJ, ETF) and JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF (JPIB, ETF).
5-Year PerformanceHEDJ has outperformed JPIB, delivering a return of +10.7% compared to +2.8%
HEDJ vs JPIB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HEDJ
$1.80B
Winner
JPIB
$1.90B
Expense Ratio
HEDJ
0.58%
Winner
JPIB
0.50%
Max Drawdown
HEDJ
38.18%
Winner
JPIB
15.66%
Sharpe Ratio
Winner
HEDJ
0.73
JPIB
0.20
5Y Beta
HEDJ
0.77
Winner
JPIB
0.07
5Y Dividends CAGR
HEDJ
8.93%
Winner
JPIB
12.88%
HEDJ vs JPIB - Holdings Comparison
HEDJ and JPIB have 1 common holdings. Overlap is -0.26%
HEDJ's top 25 holdings weight is 62.99%. JPIB's top 25 holdings weight is 35.34%.
| Rank | HEDJ | JPIB |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 6.34% | CANADA (GOVERNMENT OF) 3% (n/a) - 3.93% |
| #2 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 5.96% | JPMORGAN US GOVERNMENT MMKT IM (MGMXX) - 3.52% |
| #3 | BANCO SANTANDER SA (n/a) - 4.84% | GERMANY (FEDERAL REPUBLIC OF) 2.1% (n/a) - 3.06% |
| #4 | SIEMENS AG (n/a) - 4.25% | CANADA (GOVERNMENT OF) 4% (n/a) - 2.72% |
| #5 | DEUTSCHE TELEKOM AG (n/a) - 4.06% | CANADA (GOVERNMENT OF) 3.25% (n/a) - 2.66% |
| #6 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 4.00% | BRAZIL (FEDERATIVE REPUBLIC) 10% (n/a) - 2.10% |
| #7 | SANOFI SA (n/a) - 3.72% | AUSTRALIA (COMMONWEALTH OF) 1.25% (n/a) - 1.92% |
| #8 | L'OREAL SA (n/a) - 3.06% | MEXICO (UNITED MEXICAN STATES) 7.75% (n/a) - 1.74% |
| #9 | ANHEUSER-BUSCH INBEV SA/NV (n/a) - 2.68% | ITALY (REPUBLIC OF) 3.6% (n/a) - 1.73% |
| #10 | BASF SE (n/a) - 2.24% | SOUTH AFRICA (REPUBLIC OF) 9% (n/a) - 1.21% |
| #11 | BAYERISCHE MOTOREN WERKE AG (n/a) - 2.14% | UNITED STATES TREASURY NOTES 3.5% (n/a) - 1.06% |
| #12 | SCHNEIDER ELECTRIC SE (n/a) - 1.88% | UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.01% |
| #13 | n/a (n/a) - 1.78% | n/a (n/a) - 0.95% |
| #14 | SAP SE (n/a) - 1.72% | CZECH (REPUBLIC OF) 4.9% (n/a) - 0.93% |
| #15 | TENARIS SA (n/a) - 1.71% | MEXICO (UNITED MEXICAN STATES) 8.5% (n/a) - 0.93% |
| #16 | DAIMLER TRUCK HOLDING AG ORDINARY SHARES (n/a) - 1.70% | n/a (n/a) - 0.75% |
| #17 | AIR LIQUIDE SA (n/a) - 1.49% | CAIXABANK S.A. 3.625% (n/a) - 0.65% |
| #18 | HEINEKEN NV (n/a) - 1.29% | COLOMBIA (REPUBLIC OF) 13.25% (n/a) - 0.63% |
| #19 | DANONE SA (n/a) - 1.29% | n/a (n/a) - 0.63% |
| #20 | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.23% | UNICREDIT S.P.A. 3.8% (n/a) - 0.56% |
| #21 | KONE OYJ CLASS B (n/a) - 1.23% | HSBC HOLDINGS PLC 2.871% (n/a) - 0.55% |
| #22 | FERROVIAL NV (n/a) - 1.22% | UNITED STATES TREASURY NOTES 3.75% (n/a) - 0.53% |
| #23 | MAPFRE SA (n/a) - 1.13% | INTESA SANPAOLO S.P.A. 3.85% (n/a) - 0.53% |
| #24 | HANNOVER RUECK SE REGISTERED SHARES (n/a) - 1.02% | TURKEY (REPUBLIC OF) 36% (n/a) - 0.53% |
| #25 | AEGON LTD (n/a) - 1.01% | CZECH (REPUBLIC OF) 3.5% (n/a) - 0.51% |
| Total Holdings | 132 | 895 |
HEDJ vs JPIB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HEDJ
+2.54%
JPIB
+0.32%
3M
Winner
HEDJ
+5.14%
JPIB
-0.26%
6M
Winner
HEDJ
+6.60%
JPIB
+0.60%
1Y
Winner
HEDJ
+14.80%
JPIB
+4.56%
5Y(CAGR)
Winner
HEDJ
+10.75%
JPIB
+2.76%
10Y(CAGR)
Winner
HEDJ
+10.56%
JPIB
+3.55%
Max(CAGR)
Winner
HEDJ
+8.82%
JPIB
+3.55%
HEDJ vs JPIB - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | HEDJ | JPIB |
|---|---|---|
| 2026 | +4.55% | +0.16% |
| 2025 | +23.50% | +7.89% |
| 2024 | +5.60% | +4.07% |
| 2023 | +23.15% | +8.43% |
| 2022 | -11.43% | -6.51% |
| 2021 | +22.25% | +0.08% |
| 2020 | -4.98% | +6.99% |
| 2019 | +27.10% | +10.58% |
| 2018 | -9.15% | -1.93% |
| 2017 | +12.11% | +2.61% |
| 2016 | +11.53% | N/A |
| 2015 | +5.16% | N/A |
| 2014 | +6.74% | N/A |
| 2013 | +19.10% | N/A |
| 2012 | +18.69% | N/A |
| 2011 | -10.30% | N/A |
| 2010 | +1.41% | N/A |
| 2009 | +0.00% | N/A |
HEDJ vs JPIB Drawdown Comparison
The maximum drawdown for HEDJ was -38.18%, occurring on Mar 16, 2020. Recovery took 270 trading sessions.
The maximum drawdown for JPIB was -13.13%, occurring on Mar 19, 2020. Recovery took 95 trading sessions.
The current HEDJ drawdown is -1.94%. The current JPIB drawdown is -1.45%.
| Rank | HEDJ | JPIB |
|---|---|---|
| #1 | -38.18% Feb 12, 2020 - Mar 10, 2021 | -13.13% Mar 4, 2020 - Jul 20, 2020 |
| #2 | -26.09% Apr 10, 2015 - Mar 9, 2017 | -11.83% Sep 16, 2021 - Dec 14, 2023 |
| #3 | -22.22% Jan 4, 2022 - Feb 15, 2023 | -3.75% Feb 26, 2026 - Mar 27, 2026 |
| #4 | -21.93% Feb 17, 2011 - Dec 6, 2012 | -3.13% Jan 25, 2018 - Feb 1, 2019 |
| #5 | -16.93% May 22, 2018 - Apr 5, 2019 | -2.19% Feb 11, 2021 - Jun 10, 2021 |
| #6 | -15.93% Mar 19, 2025 - May 16, 2025 | -1.97% Sep 27, 2024 - Feb 5, 2025 |
| #7 | -13.36% Apr 14, 2010 - Jan 12, 2011 | -1.93% Mar 8, 2024 - May 15, 2024 |
| #8 | -12.12% Apr 1, 2024 - Jan 30, 2025 | -1.78% Aug 12, 2020 - Nov 5, 2020 |
| #9 | -12.04% Jun 19, 2014 - Dec 3, 2014 | -1.51% Feb 21, 2020 - Mar 4, 2020 |
| #10 | -11.90% Feb 25, 2026 - May 26, 2026 | -1.44% Feb 28, 2025 - Apr 22, 2025 |
| #11 | -11.01% May 21, 2013 - Aug 13, 2013 | -1.27% Dec 28, 2023 - Jan 31, 2024 |
| #12 | -10.52% Jul 28, 2023 - Dec 5, 2023 | -1.13% Feb 1, 2024 - Mar 7, 2024 |
| #13 | -10.14% Jan 19, 2010 - Mar 29, 2010 | -0.91% Oct 28, 2025 - Dec 26, 2025 |
| #14 | -8.96% Jan 23, 2018 - May 16, 2018 | -0.89% Nov 6, 2017 - Dec 1, 2017 |
| #15 | -8.61% Jul 24, 2019 - Oct 23, 2019 | -0.86% Oct 7, 2019 - Dec 13, 2019 |
Correlation
Correlation between HEDJ and JPIB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2010 - 2026)
HEDJ vs JPIB dividend yield comparison.
| Year | HEDJ | JPIB |
|---|---|---|
| 2026 | 0.00% | 2.10% |
| 2025 | 1.63% | 4.85% |
| 2024 | 3.28% | 4.57% |
| 2023 | 3.31% | 4.35% |
| 2022 | 2.83% | 3.10% |
| 2021 | 2.08% | 2.59% |
| 2020 | 2.65% | 3.14% |
| 2019 | 1.82% | 4.66% |
| 2018 | 2.73% | 5.83% |
| 2017 | 2.27% | 1.81% |
| 2016 | 2.74% | 0.00% |
| 2015 | 9.44% | 0.00% |
| 2014 | 5.83% | 0.00% |
| 2013 | 1.85% | 0.00% |
| 2012 | 2.27% | 0.00% |
| 2011 | 3.39% | 0.00% |
| 2010 | 3.53% | 0.00% |
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