JOF vs AAUA
Comparison between Japan Smaller Capitalization Fund Inc (JOF, ETF) and ALPHA ARCHITECT US EQUITY 3 ETF (AAUA, ETF).
JOF vs AAUA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JOF
$374M
Winner
AAUA
$374M
Expense Ratio
JOF
N/A
AAUA
0.15%
Max Drawdown
JOF
69.98%
Winner
AAUA
5.92%
Sharpe Ratio
JOF
1.51
Winner
AAUA
2.55
5Y Beta
Winner
JOF
0.61
AAUA
1.19
P/E Ratio
JOF
N/A
AAUA
31.44
Forward P/E
JOF
N/A
AAUA
24.06
5Y Dividends CAGR
JOF
25.34%
AAUA
N/A
5Y EPS CAGR
JOF
N/A
AAUA
34.10%
P/S Ratio
JOF
N/A
AAUA
3.61
P/B Ratio
JOF
N/A
AAUA
7.39
JOF vs AAUA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JOF
+4.18%
AAUA
+0.32%
3M
Winner
JOF
+13.84%
AAUA
+13.73%
6M
JOF
+16.07%
AAUA
N/A
1Y
JOF
+38.72%
AAUA
N/A
5Y(CAGR)
JOF
+11.10%
AAUA
N/A
10Y(CAGR)
JOF
+10.49%
AAUA
N/A
Max(CAGR)
JOF
+4.28%
Winner
AAUA
+61.69%
JOF vs AAUA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | JOF | AAUA |
|---|---|---|
| 2026 | +12.31% | +13.31% |
| 2025 | +50.68% | N/A |
| 2024 | +5.64% | N/A |
| 2023 | +20.84% | N/A |
| 2022 | -17.17% | N/A |
| 2021 | -5.68% | N/A |
| 2020 | +4.08% | N/A |
| 2019 | +15.72% | N/A |
| 2018 | -16.43% | N/A |
| 2017 | +40.89% | N/A |
| 2016 | +5.37% | N/A |
| 2015 | +24.58% | N/A |
| 2014 | +0.35% | N/A |
| 2013 | +27.75% | N/A |
| 2012 | +0.20% | N/A |
| 2011 | -20.53% | N/A |
| 2010 | +20.38% | N/A |
| 2009 | -2.21% | N/A |
| 2008 | -21.92% | N/A |
| 2007 | -29.27% | N/A |
| 2006 | -10.36% | N/A |
| 2005 | +25.43% | N/A |
| 2004 | +13.19% | N/A |
| 2003 | +76.38% | N/A |
| 2002 | +6.09% | N/A |
| 2001 | +0.04% | N/A |
| 2000 | -46.26% | N/A |
| 1999 | -10.46% | N/A |
JOF vs AAUA Drawdown Comparison
The maximum drawdown for JOF was -65.75%, occurring on Nov 20, 2008. Recovery took 2983 trading sessions.
The maximum drawdown for AAUA was -5.92%, occurring on Mar 30, 2026. Recovery took 13 trading sessions.
The current JOF drawdown is -3.70%. The current AAUA drawdown is -2.03%.
| Rank | JOF | AAUA |
|---|---|---|
| #1 | -65.75% Sep 29, 2005 - Aug 7, 2017 | -5.92% Mar 19, 2026 - Apr 8, 2026 |
| #2 | -58.12% Nov 5, 1999 - Mar 17, 2004 | -5.38% Jun 2, 2026 - Jun 10, 2026 |
| #3 | -42.14% Jan 17, 2018 - Mar 12, 2025 | -2.00% May 14, 2026 - May 26, 2026 |
| #4 | -30.52% Apr 12, 2004 - Sep 12, 2005 | -0.82% Apr 27, 2026 - Apr 30, 2026 |
| #5 | -17.23% Feb 23, 2026 - Mar 20, 2026 | -0.82% Apr 17, 2026 - Apr 22, 2026 |
| #6 | -9.79% Mar 27, 2025 - Apr 22, 2025 | -0.77% Apr 22, 2026 - Apr 24, 2026 |
| #7 | -8.29% Sep 17, 2025 - Nov 28, 2025 | -0.36% May 1, 2026 - May 5, 2026 |
| #8 | -6.41% Apr 5, 2004 - Apr 12, 2004 | -0.09% May 6, 2026 - May 8, 2026 |
| #9 | -5.05% Nov 8, 2017 - Nov 27, 2017 | -0.07% Apr 9, 2026 - Apr 13, 2026 |
| #10 | -4.09% Dec 20, 2017 - Jan 4, 2018 | -0.00% May 11, 2026 - May 13, 2026 |
| #11 | -4.04% Sep 20, 2005 - Sep 27, 2005 | N/A |
| #12 | -3.91% Nov 28, 2017 - Dec 18, 2017 | N/A |
| #13 | -3.47% Aug 7, 2017 - Sep 8, 2017 | N/A |
| #14 | -3.05% Sep 16, 2005 - Sep 20, 2005 | N/A |
| #15 | -3.01% Jul 23, 2025 - Aug 6, 2025 | N/A |
Correlation
Correlation between JOF and AAUA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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