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DFJ vs DES
WisdomTree Japan SmallCap Dividend Fund vs WisdomTree U.S. SmallCap Dividend Fund
Key differences
- DES costs 0.20% less per year.
- DES is significantly larger than DFJ — larger funds tend to be more liquid and less likely to close.
- DFJ covers asia pacific markets; DES covers north america.
- Over the last 3 years, DFJ has delivered higher annualized returns.
Side-by-side comparison
| DFJ | DES | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.38% |
| Fund size (AUM) | $389M | $2.1B |
| Since | 2006 | 2006 |
| Dividend yield | 2.43% | 2.30% |
| Asset class | equity | equity |
| Region | asia pacific | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +32.4% | +27.9% |
| CAGR 3Y | +18.8% | +15.3% |
| CAGR 5Y | +10.3% | +6.1% |
| Sharpe 3Y | 0.93 | 0.65 |
| Volatility 1Y | 16.34% | 16.62% |
| Max drawdown | -40.02% | -45.65% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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