SPMB vs DXJ
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO MORTGAGE BACKED BOND ETF (SPMB, ETF) and WISDOMTREE JAPAN HEDGED EQUITY FUND (DXJ, ETF).
5-Year PerformanceDXJ has outperformed SPMB, delivering a return of +27.0% compared to +0.3%
SPMB vs DXJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPMB vs DXJ - Historical Returns
Returns include dividend reinvestment.
SPMB vs DXJ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | SPMB | DXJ |
|---|---|---|
| 2026 | +0.76% | +19.32% |
| 2025 | +8.33% | +32.75% |
| 2024 | +1.95% | +29.70% |
| 2023 | +4.47% | +41.60% |
| 2022 | -11.74% | +5.50% |
| 2021 | -1.46% | +20.02% |
| 2020 | +3.99% | +2.94% |
| 2019 | +5.91% | +18.74% |
| 2018 | +1.08% | -19.93% |
| 2017 | +2.02% | +20.68% |
| 2016 | +1.15% | +3.34% |
| 2015 | +2.04% | +6.84% |
| 2014 | +5.77% | +10.26% |
| 2013 | -2.04% | +37.17% |
| 2012 | +2.08% | +17.73% |
| 2011 | +6.23% | -16.75% |
| 2010 | +5.17% | -3.89% |
| 2009 | +5.27% | +0.88% |
| 2008 | N/A | -20.38% |
| 2007 | N/A | -7.22% |
| 2006 | N/A | +10.57% |
SPMB vs DXJ Drawdown Comparison
The maximum drawdown for SPMB was -18.03%, occurring on Oct 19, 2023. Recovery took 1240 trading sessions.
The maximum drawdown for DXJ was -49.55%, occurring on Mar 9, 2009. Recovery took 1899 trading sessions.
The current SPMB drawdown is -1.45%. The current DXJ drawdown is -4.39%.
| Rank | SPMB | DXJ |
|---|---|---|
| #1 | -18.03% Feb 2, 2021 - Jan 9, 2026 | -49.55% Feb 26, 2007 - Sep 10, 2014 |
| #2 | -12.60% Mar 6, 2020 - Mar 30, 2020 | -39.12% Jan 17, 2018 - Feb 8, 2021 |
| #3 | -5.04% Nov 5, 2009 - Jun 14, 2010 | -33.59% Jun 1, 2015 - Oct 3, 2017 |
| #4 | -4.95% Sep 11, 2009 - Nov 5, 2009 | -22.19% Jul 10, 2024 - Mar 24, 2025 |
| #5 | -4.53% Sep 26, 2012 - May 1, 2014 | -16.57% Mar 25, 2025 - Jun 27, 2025 |
| #6 | -4.43% May 18, 2009 - Sep 11, 2009 | -11.78% Jan 12, 2022 - Mar 24, 2022 |
| #7 | -3.93% Sep 29, 2016 - Dec 19, 2018 | -11.41% Sep 26, 2014 - Oct 31, 2014 |
| #8 | -2.99% Nov 3, 2010 - Mar 16, 2011 | -10.98% Feb 25, 2026 - May 13, 2026 |
| #9 | -2.89% Feb 27, 2026 - May 19, 2026 | -9.73% Jun 30, 2006 - Aug 15, 2006 |
| #10 | -2.23% Apr 9, 2009 - May 18, 2009 | -9.11% Dec 5, 2014 - Feb 18, 2015 |
| #11 | -2.00% Apr 14, 2015 - Sep 18, 2015 | -8.74% Sep 19, 2023 - Jan 5, 2024 |
| #12 | -1.64% Sep 14, 2011 - Jan 13, 2012 | -8.53% Mar 8, 2023 - Apr 21, 2023 |
| #13 | -1.64% Feb 13, 2009 - Mar 13, 2009 | -8.31% Sep 13, 2021 - Jan 4, 2022 |
| #14 | -1.27% Oct 2, 2015 - Jan 13, 2016 | -6.82% Aug 18, 2022 - Nov 8, 2022 |
| #15 | -1.22% Jun 8, 2011 - Aug 2, 2011 | -6.68% Jun 7, 2022 - Aug 17, 2022 |
Correlation
Correlation between SPMB and DXJ is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2006 - 2026)
SPMB vs DXJ dividend yield comparison.
| Year | SPMB | DXJ |
|---|---|---|
| 2026 | 1.91% | 0.67% |
| 2025 | 3.98% | 1.29% |
| 2024 | 3.76% | 3.48% |
| 2023 | 3.21% | 3.44% |
| 2022 | 2.98% | 3.02% |
| 2021 | 2.59% | 2.64% |
| 2020 | 2.95% | 2.53% |
| 2019 | 3.24% | 2.47% |
| 2018 | 3.36% | 2.92% |
| 2017 | 3.13% | 2.30% |
| 2016 | 2.99% | 1.98% |
| 2015 | 3.05% | 5.95% |
| 2014 | 3.54% | 11.61% |
| 2013 | 0.97% | 2.44% |
| 2012 | 2.42% | 1.50% |
| 2011 | 3.88% | 2.38% |
| 2010 | 4.17% | 1.18% |
| 2009 | 3.53% | 1.86% |
| 2008 | 0.00% | 2.03% |
| 2007 | 0.00% | 0.94% |
| 2006 | 0.00% | 0.38% |
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