JPEM vs DFJ
Comparison between JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF (JPEM, ETF) and WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF).
5-Year PerformanceDFJ has outperformed JPEM, delivering a return of +9.4% compared to +5.5%
JPEM vs DFJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JPEM
$390M
DFJ
$389M
Expense Ratio
Winner
JPEM
0.44%
DFJ
0.58%
Max Drawdown
Winner
JPEM
43.82%
DFJ
46.70%
Sharpe Ratio
JPEM
1.10
Winner
DFJ
1.28
5Y Beta
JPEM
0.53
Winner
DFJ
0.47
5Y Dividends CAGR
JPEM
12.48%
Winner
DFJ
13.54%
JPEM vs DFJ - Holdings Comparison
JPEM and DFJ have 1 common holdings. Overlap is -0.02%
JPEM's top 25 holdings weight is 22.19%. DFJ's top 25 holdings weight is 13.04%.
| Rank | JPEM | DFJ |
|---|---|---|
| #1 | n/a (n/a) - 2.19% | SKY PERFECT JSAT CORP (n/a) - 0.76% |
| #2 | MEDIATEK INC (n/a) - 2.02% | DAISHI HOKUETSU FINANCIAL GROUP INC (n/a) - 0.71% |
| #3 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.68% | CHUGIN FINANCIAL GROUP INC (n/a) - 0.69% |
| #4 | VALE SA (n/a) - 1.26% | NSK LTD (n/a) - 0.62% |
| #5 | ANGLOGOLD ASHANTI PLC (AU) - 1.07% | EXEDY CORP (n/a) - 0.58% |
| #6 | BANK OF CHINA LTD CLASS H (n/a) - 0.97% | MITSUBISHI MATERIALS CORP (n/a) - 0.57% |
| #7 | n/a (n/a) - 0.96% | YAMAGUCHI FINANCIAL GROUP INC (n/a) - 0.55% |
| #8 | NASPERS LTD CLASS N (n/a) - 0.89% | NICHIAS CORP (n/a) - 0.53% |
| #9 | n/a (n/a) - 0.87% | CITIZEN WATCH CO LTD (n/a) - 0.53% |
| #10 | ACCTON TECHNOLOGY CORP (n/a) - 0.87% | INFRONEER HOLDINGS INC (n/a) - 0.53% |
| #11 | GRUPO MEXICO SAB DE CV CLASS B (n/a) - 0.84% | SEINO HOLDINGS CO LTD (n/a) - 0.52% |
| #12 | OTP BANK PLC (n/a) - 0.80% | HAZAMA ANDO CORP (n/a) - 0.50% |
| #13 | CTBC FINANCIAL HOLDING CO LTD (n/a) - 0.78% | NISHI-NIPPON FINANCIAL HOLDINGS INC (n/a) - 0.50% |
| #14 | n/a (n/a) - 0.77% | ANRITSU CORP (n/a) - 0.49% |
| #15 | INFOSYS LTD (n/a) - 0.66% | ADEKA CORP (n/a) - 0.48% |
| #16 | MTN GROUP LTD (n/a) - 0.61% | DEXERIALS CORP (n/a) - 0.47% |
| #17 | YUANTA FINANCIAL HOLDINGS CO LTD (n/a) - 0.60% | ZEON CORP (n/a) - 0.47% |
| #18 | n/a (n/a) - 0.59% | SANKI ENGINEERING CO LTD (n/a) - 0.46% |
| #19 | CEMEX SAB DE CV (n/a) - 0.58% | MACNICA HOLDINGS INC (n/a) - 0.46% |
| #20 | SAUDI TELECOM CO (n/a) - 0.57% | NIPPON SHOKUBAI CO LTD (n/a) - 0.45% |
| #21 | n/a (n/a) - 0.54% | KIYO BANK LTD (n/a) - 0.45% |
| #22 | HINDUSTAN UNILEVER LTD (n/a) - 0.53% | KANEMATSU CORP (n/a) - 0.44% |
| #23 | EMAAR PROPERTIES PJSC (n/a) - 0.53% | DOWA HOLDINGS CO LTD (n/a) - 0.44% |
| #24 | BANK BRADESCO SA PARTICIPATING PREFERRED (n/a) - 0.51% | KYUSHU FINANCIAL GROUP INC (n/a) - 0.43% |
| #25 | CHINA SHENHUA ENERGY CO LTD CLASS H (n/a) - 0.50% | TOKYO SEIMITSU CO LTD (n/a) - 0.41% |
| Total Holdings | 559 | 795 |
JPEM vs DFJ - Historical Returns
Returns include dividend reinvestment.
1M
JPEM
-3.07%
Winner
DFJ
+1.18%
3M
Winner
JPEM
+0.22%
DFJ
-0.33%
6M
JPEM
+6.35%
Winner
DFJ
+11.38%
1Y
JPEM
+18.40%
Winner
DFJ
+26.75%
5Y(CAGR)
JPEM
+5.46%
Winner
DFJ
+9.43%
10Y(CAGR)
JPEM
+7.50%
Winner
DFJ
+8.61%
Max(CAGR)
JPEM
+5.49%
Winner
DFJ
+5.83%
JPEM vs DFJ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JPEM | DFJ |
|---|---|---|
| 2026 | +3.76% | +8.15% |
| 2025 | +23.12% | +32.00% |
| 2024 | +4.67% | +3.57% |
| 2023 | +10.68% | +21.71% |
| 2022 | -9.65% | -8.90% |
| 2021 | +7.76% | +1.91% |
| 2020 | -1.85% | +0.11% |
| 2019 | +15.56% | +16.27% |
| 2018 | -11.95% | -18.93% |
| 2017 | +27.87% | +31.33% |
| 2016 | +18.19% | +13.37% |
| 2015 | -17.70% | +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% |
JPEM vs DFJ Drawdown Comparison
The maximum drawdown for JPEM was -40.21%, occurring on Mar 23, 2020. Recovery took 818 trading sessions.
The maximum drawdown for DFJ was -45.97%, occurring on Oct 10, 2008. Recovery took 1531 trading sessions.
The current JPEM drawdown is -5.55%. The current DFJ drawdown is -7.18%.
| Rank | JPEM | DFJ |
|---|---|---|
| #1 | -40.21% Jan 26, 2018 - Apr 28, 2021 | -45.97% Feb 26, 2007 - Mar 26, 2013 |
| #2 | -34.10% Apr 28, 2015 - Jul 14, 2017 | -40.00% Jan 26, 2018 - Mar 19, 2021 |
| #3 | -21.58% Feb 16, 2022 - Mar 7, 2024 | -29.72% Sep 16, 2021 - Mar 6, 2024 |
| #4 | -14.31% Oct 7, 2024 - Jun 10, 2025 | -15.24% May 8, 2013 - Jan 17, 2014 |
| #5 | -10.32% Feb 25, 2026 - Mar 20, 2026 | -13.83% Aug 10, 2015 - Jun 6, 2016 |
| #6 | -8.08% Sep 13, 2021 - Feb 16, 2022 | -13.03% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -6.92% May 17, 2024 - Sep 24, 2024 | -12.59% Mar 19, 2025 - Apr 21, 2025 |
| #8 | -6.45% Feb 13, 2015 - Apr 2, 2015 | -12.12% Jul 28, 2014 - Mar 16, 2015 |
| #9 | -5.67% Jun 10, 2021 - Sep 7, 2021 | -10.77% Jul 31, 2024 - Aug 27, 2024 |
| #10 | -4.06% Nov 22, 2017 - Dec 28, 2017 | -10.61% Aug 18, 2006 - Jan 24, 2007 |
| #11 | -3.98% Jan 23, 2015 - Feb 13, 2015 | -9.84% Jun 30, 2006 - Aug 18, 2006 |
| #12 | -3.40% Jan 28, 2026 - Feb 11, 2026 | -9.62% Sep 26, 2024 - Mar 17, 2025 |
| #13 | -3.40% Apr 9, 2024 - May 2, 2024 | -8.89% Jan 21, 2014 - Jun 18, 2014 |
| #14 | -3.19% May 7, 2021 - May 26, 2021 | -8.53% Mar 22, 2021 - Sep 7, 2021 |
| #15 | -3.08% Sep 11, 2017 - Oct 11, 2017 | -6.78% Sep 16, 2025 - Dec 15, 2025 |
Correlation
Correlation between JPEM and DFJ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
JPEM vs DFJ dividend yield comparison.
| Year | JPEM | DFJ |
|---|---|---|
| 2026 | 0.41% | 0.00% |
| 2025 | 4.65% | 2.68% |
| 2024 | 5.12% | 2.46% |
| 2023 | 4.46% | 2.43% |
| 2022 | 4.71% | 2.62% |
| 2021 | 4.40% | 2.07% |
| 2020 | 2.85% | 2.59% |
| 2019 | 3.47% | 2.24% |
| 2018 | 2.79% | 1.89% |
| 2017 | 2.14% | 1.60% |
| 2016 | 1.28% | 1.76% |
| 2015 | 3.22% | 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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