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DXJ vs GDE

WisdomTree Japan Hedged Equity Fund vs WisdomTree Efficient Gold Plus Equity Strategy Fund

DXJ

WisdomTree Japan Hedged Equity Fund

Annual cost

0.48%

Fund size

$6.9B

GDE

WisdomTree Efficient Gold Plus Equity Strategy Fund

Annual cost

0.20%

Fund size

$595M

Key differences

DXJ is an equity ETF, while GDE is a mixed asset ETF. DXJ charges 0.48% a year and GDE 0.20%.

  • DXJ is an equity fund, while GDE is a mixed asset fund. They carry different risk/return profiles.
  • DXJ follows a long short strategy; GDE uses active selection.
  • DXJ covers the Asia-Pacific region; GDE covers North America.
  • GDE costs 0.28% less per year.
  • DXJ is much larger than GDE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, GDE has delivered higher annualized returns.
  • DXJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DXJGDE
Annual cost (TER)0.48%0.20%
Fund size (AUM)$6.9B$595M
Since20062022
Dividend yield1.08%3.83%
Asset classequitymixed asset
Regionasia pacificnorth america
Strategylong shortactive selection
CAGR 1Y+49.1%+37.3%
CAGR 3Y+31.8%+41.1%
CAGR 5Y+25.4%N/A
Sharpe 3Y1.291.35
Volatility 1Y17.64%29.58%
Max drawdown-39.14%-32.01%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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