HEWJ vs EES
Comparison between ISHARES CURRENCY HEDGED MSCI JAPAN ETF (HEWJ, ETF) and WISDOMTREE U.S. SMALLCAP FUND (EES, ETF).
5-Year PerformanceHEWJ has outperformed EES, delivering a return of +22.2% compared to +8.8%
HEWJ vs EES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HEWJ
$725M
EES
$724M
Expense Ratio
HEWJ
0.49%
Winner
EES
0.38%
Max Drawdown
Winner
HEWJ
37.42%
EES
64.55%
Sharpe Ratio
Winner
HEWJ
1.99
EES
1.51
5Y Beta
HEWJ
1.02
Winner
EES
0.95
P/E Ratio
HEWJ
N/A
EES
23.32
Forward P/E
HEWJ
N/A
EES
11.94
5Y Dividends CAGR
Winner
HEWJ
33.42%
EES
15.53%
5Y EPS CAGR
HEWJ
N/A
EES
11.58%
Debt to Equity
HEWJ
N/A
EES
198.11%
P/S Ratio
HEWJ
N/A
EES
1.12
P/B Ratio
HEWJ
N/A
EES
1.86
HEWJ vs EES - Holdings Comparison
HEWJ and EES have 1 common holdings. Overlap is -1.00%
HEWJ's top 25 holdings weight is 211.15%. EES's top 25 holdings weight is 14.19%.
| Rank | HEWJ | EES |
|---|---|---|
| #1 | JPY/USD PURCHASED (n/a) - 111.94% | n/a (VG) - 1.29% |
| #2 | ISHARES MSCI JAPAN ETF (EWJ) - 98.38% | ORGANON & CO ORDINARY SHARES (OGN) - 0.84% |
| #3 | CASH OFFSET (n/a) - 1.73% | MATSON INC (MATX) - 0.75% |
| #4 | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 0.07% | VIRTU FINANCIAL INC CLASS A (VIRT) - 0.72% |
| #5 | USD CASH (n/a) - 0.03% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 0.68% |
| #6 | JPY/USD SOLD (n/a) - -1.00% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.67% |
| #7 | N/A | BGC GROUP INC ORDINARY SHARES CLASS A (BGC) - 0.65% |
| #8 | N/A | LEVI STRAUSS & CO CLASS A (LEVI) - 0.58% |
| #9 | N/A | UNITI GROUP INC (UNIT) - 0.55% |
| #10 | N/A | CRESCENT ENERGY CO CLASS A (CRGY) - 0.53% |
| #11 | N/A | HARLEY-DAVIDSON INC (HOG) - 0.53% |
| #12 | N/A | RINGCENTRAL INC CLASS A (RNG) - 0.53% |
| #13 | N/A | CABOT CORP (CBT) - 0.53% |
| #14 | N/A | ENOVA INTERNATIONAL INC (ENVA) - 0.52% |
| #15 | N/A | STRIDE INC (LRN) - 0.48% |
| #16 | N/A | THE WESTERN UNION CO (WU) - 0.47% |
| #17 | N/A | FIRST BANCORP (FBP) - 0.47% |
| #18 | N/A | SAREPTA THERAPEUTICS INC (SRPT) - 0.45% |
| #19 | N/A | ZIFF DAVIS INC (ZD) - 0.44% |
| #20 | N/A | ANTERIX INC (ATEX) - 0.43% |
| #21 | N/A | n/a (HG) - 0.42% |
| #22 | N/A | FULTON FINANCIAL CORP (FULT) - 0.42% |
| #23 | N/A | TEREX CORP (TEX) - 0.42% |
| #24 | N/A | CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 0.41% |
| #25 | N/A | EURONET WORLDWIDE INC (EEFT) - 0.41% |
| Total Holdings | 6 | 883 |
HEWJ vs EES - Historical Returns
Returns include dividend reinvestment.
1M
HEWJ
-3.31%
Winner
EES
+4.12%
3M
Winner
HEWJ
+10.08%
EES
+9.37%
6M
Winner
HEWJ
+15.05%
EES
+13.51%
1Y
Winner
HEWJ
+52.35%
EES
+32.35%
5Y(CAGR)
Winner
HEWJ
+22.25%
EES
+8.80%
10Y(CAGR)
Winner
HEWJ
+16.68%
EES
+11.03%
Max(CAGR)
Winner
HEWJ
+14.26%
EES
+8.94%
HEWJ vs EES - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | HEWJ | EES |
|---|---|---|
| 2026 | +21.41% | +20.75% |
| 2025 | +30.04% | +7.56% |
| 2024 | +25.12% | +10.65% |
| 2023 | +35.83% | +18.38% |
| 2022 | -4.22% | -17.08% |
| 2021 | +14.41% | +35.62% |
| 2020 | +9.12% | +3.35% |
| 2019 | +20.80% | +19.53% |
| 2018 | -14.88% | -10.99% |
| 2017 | +19.55% | +11.87% |
| 2016 | +1.29% | +32.94% |
| 2015 | +8.29% | -6.19% |
| 2014 | +20.54% | +3.60% |
| 2013 | N/A | +41.33% |
| 2012 | N/A | +13.08% |
| 2011 | N/A | -3.47% |
| 2010 | N/A | +23.75% |
| 2009 | N/A | +44.04% |
| 2008 | N/A | -30.66% |
| 2007 | N/A | -15.14% |
HEWJ vs EES Drawdown Comparison
The maximum drawdown for HEWJ was -31.53%, occurring on Mar 16, 2020. Recovery took 192 trading sessions.
The maximum drawdown for EES was -63.64%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current HEWJ drawdown is -3.31%. The current EES drawdown is -0.46%.
| Rank | HEWJ | EES |
|---|---|---|
| #1 | -31.53% Feb 6, 2020 - Nov 9, 2020 | -63.64% Jun 4, 2007 - Nov 4, 2010 |
| #2 | -29.57% Aug 10, 2015 - Oct 10, 2017 | -50.52% Aug 27, 2018 - Jan 6, 2021 |
| #3 | -21.57% Jan 23, 2018 - Feb 6, 2020 | -27.15% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -20.90% Jul 10, 2024 - Jun 27, 2025 | -26.14% Jul 7, 2011 - Feb 1, 2012 |
| #5 | -16.03% Sep 13, 2021 - Nov 25, 2022 | -25.81% Nov 12, 2021 - Jul 16, 2024 |
| #6 | -11.19% Sep 26, 2014 - Oct 31, 2014 | -24.93% Jun 23, 2015 - Nov 10, 2016 |
| #7 | -10.37% Feb 25, 2026 - May 8, 2026 | -14.91% Mar 26, 2012 - Sep 13, 2012 |
| #8 | -8.93% Jun 1, 2015 - Aug 10, 2015 | -12.40% Jul 3, 2014 - Feb 19, 2015 |
| #9 | -8.77% Dec 5, 2014 - Feb 13, 2015 | -11.27% Sep 14, 2012 - Jan 2, 2013 |
| #10 | -8.12% Nov 25, 2022 - Mar 3, 2023 | -10.22% Jul 31, 2024 - Sep 19, 2024 |
| #11 | -7.89% Mar 6, 2014 - Jun 4, 2014 | -10.15% Jun 8, 2021 - Nov 1, 2021 |
| #12 | -7.45% Sep 19, 2023 - Nov 17, 2023 | -9.04% Apr 29, 2011 - Jul 7, 2011 |
| #13 | -7.23% Mar 8, 2023 - Apr 17, 2023 | -8.69% Jan 22, 2018 - May 17, 2018 |
| #14 | -6.97% Apr 5, 2021 - Sep 2, 2021 | -8.15% Mar 12, 2021 - May 7, 2021 |
| #15 | -6.31% Jun 22, 2026 - Jul 17, 2026 | -8.10% Dec 31, 2013 - Mar 4, 2014 |
Correlation
Correlation between HEWJ and EES is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
HEWJ vs EES dividend yield comparison.
| Year | HEWJ | EES |
|---|---|---|
| 2026 | 0.54% | 0.54% |
| 2025 | 5.10% | 1.29% |
| 2024 | 2.20% | 1.37% |
| 2023 | 2.02% | 1.18% |
| 2022 | 47.68% | 1.12% |
| 2021 | 2.03% | 1.69% |
| 2020 | 1.20% | 1.29% |
| 2019 | 2.78% | 1.31% |
| 2018 | 1.37% | 1.81% |
| 2017 | 1.21% | 0.93% |
| 2016 | 1.88% | 1.02% |
| 2015 | 3.25% | 1.38% |
| 2014 | 2.15% | 0.99% |
| 2013 | 0.00% | 0.78% |
| 2012 | 0.00% | 2.08% |
| 2011 | 0.00% | 1.29% |
| 2010 | 0.00% | 1.08% |
| 2009 | 0.00% | 0.54% |
| 2008 | 0.00% | 2.17% |
| 2007 | 0.00% | 0.91% |
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