LMBS vs DXJ

Comparison between FIRST TRUST LOW DURATION OPPORTUNITIES ETF (LMBS, ETF) and WISDOMTREE JAPAN HEDGED EQUITY FUND (DXJ, ETF).

5-Year PerformanceDXJ has outperformed LMBS, delivering a return of +27.3% compared to +3.0%

LMBS vs DXJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LMBS(ETF)	DXJ(ETF)
Net Assets	$6.20B	$6.20B
Expense Ratio	0.66%	0.48%
Max Drawdown	11.76%	51.15%
Sharpe Ratio	1.27	2.26
5Y Beta	0.01	0.95
5Y Dividends CAGR	12.43%	28.07%

Net Assets

LMBS

$6.20B

DXJ

$6.20B

Expense Ratio

LMBS

0.66%

Winner

DXJ

0.48%

Max Drawdown

Winner

LMBS

11.76%

DXJ

51.15%

Sharpe Ratio

LMBS

1.27

Winner

DXJ

2.26

5Y Beta

Winner

LMBS

0.01

DXJ

0.95

5Y Dividends CAGR

LMBS

12.43%

Winner

DXJ

28.07%

LMBS vs DXJ - Historical Returns

Returns include dividend reinvestment.

Period	LMBS	DXJ
1 month	-0.02%	+3.47%
3 months	-0.06%	+2.80%
6 months	+1.87%	+25.29%
1 year	+6.38%	+54.68%
5 years(CAGR)	+3.03%	+27.28%
10 years(CAGR)	+2.76%	+18.20%
Max(CAGR)	+3.01%	+9.43%

LMBS

-0.02%

Winner

DXJ

+3.47%

LMBS

-0.06%

Winner

DXJ

+2.80%

LMBS

+1.87%

Winner

DXJ

+25.29%

LMBS

+6.38%

Winner

DXJ

+54.68%

5Y(CAGR)

LMBS

+3.03%

Winner

DXJ

+27.28%

10Y(CAGR)

LMBS

+2.76%

Winner

DXJ

+18.20%

Max(CAGR)

LMBS

+3.01%

Winner

DXJ

+9.43%

LMBS vs DXJ - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	LMBS	DXJ
2026	+1.25%	+18.30%
2025	+7.05%	+32.75%
2024	+5.30%	+29.70%
2023	+6.26%	+41.60%
2022	-2.97%	+5.50%
2021	-1.01%	+20.02%
2020	+1.60%	+2.94%
2019	+4.10%	+18.74%
2018	+1.50%	-19.93%
2017	+1.55%	+20.68%
2016	+6.56%	+3.34%
2015	+2.56%	+6.84%
2014	+1.57%	+10.26%
2013	N/A	+37.17%
2012	N/A	+17.73%
2011	N/A	-16.75%
2010	N/A	-3.89%
2009	N/A	+0.88%
2008	N/A	-20.38%
2007	N/A	-7.22%
2006	N/A	+10.57%

LMBS vs DXJ Drawdown Comparison

The maximum drawdown for LMBS was -6.49%, occurring on Oct 21, 2022. Recovery took 948 trading sessions.

The maximum drawdown for DXJ was -49.55%, occurring on Mar 9, 2009. Recovery took 1899 trading sessions.

The current LMBS drawdown is -0.41%.

Rank	LMBS	DXJ
#1	-6.49% Mar 6, 2020 - Dec 11, 2023	-49.55% Feb 26, 2007 - Sep 10, 2014
#2	-1.85% Jan 6, 2015 - Mar 12, 2015	-39.12% Jan 17, 2018 - Feb 8, 2021
#3	-1.72% Apr 4, 2025 - Jun 11, 2025	-33.59% Jun 1, 2015 - Oct 3, 2017
#4	-1.52% Oct 1, 2024 - Feb 5, 2025	-22.19% Jul 10, 2024 - Mar 24, 2025
#5	-1.45% Mar 27, 2024 - May 15, 2024	-16.57% Mar 25, 2025 - Jun 27, 2025
#6	-1.43% Feb 27, 2026 - Mar 27, 2026	-11.78% Jan 12, 2022 - Mar 24, 2022
#7	-1.25% Aug 24, 2015 - Oct 6, 2015	-11.41% Sep 26, 2014 - Oct 31, 2014
#8	-0.97% Dec 4, 2014 - Dec 26, 2014	-10.98% Feb 25, 2026 - May 13, 2026
#9	-0.89% Apr 6, 2015 - May 7, 2015	-9.73% Jun 30, 2006 - Aug 15, 2006
#10	-0.86% Nov 4, 2016 - Apr 4, 2017	-9.11% Dec 5, 2014 - Feb 18, 2015
#11	-0.85% Feb 1, 2024 - Mar 6, 2024	-8.74% Sep 19, 2023 - Jan 5, 2024
#12	-0.81% Feb 18, 2016 - Mar 17, 2016	-8.53% Mar 8, 2023 - Apr 21, 2023
#13	-0.74% Mar 12, 2015 - Mar 20, 2015	-8.31% Sep 13, 2021 - Jan 4, 2022
#14	-0.74% May 15, 2024 - Jun 5, 2024	-6.82% Aug 18, 2022 - Nov 8, 2022
#15	-0.67% Jan 11, 2016 - Jan 20, 2016	-6.68% Jun 7, 2022 - Aug 17, 2022

Correlation

Correlation between LMBS and DXJ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2006 - 2026)

LMBS vs DXJ dividend yield comparison.

Year	LMBS	DXJ
2026	1.36%	0.00%
2025	4.08%	1.29%
2024	4.28%	3.48%
2023	3.96%	3.44%
2022	2.22%	3.02%
2021	2.04%	2.64%
2020	2.27%	2.53%
2019	2.55%	2.47%
2018	2.76%	2.92%
2017	2.73%	2.30%
2016	2.84%	1.98%
2015	3.03%	5.95%
2014	0.37%	11.61%
2013	0.00%	2.44%
2012	0.00%	1.50%
2011	0.00%	2.38%
2010	0.00%	1.18%
2009	0.00%	1.86%
2008	0.00%	2.03%
2007	0.00%	0.94%
2006	0.00%	0.38%