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WTLS vs DXJ

Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree Japan Hedged Equity Fund

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

Annual cost

0.88%

Fund size

$12M

DXJ

WisdomTree Japan Hedged Equity Fund

Annual cost

0.48%

Fund size

$6.9B

Key differences

WTLS is an alternative ETF, while DXJ is an equity ETF. WTLS charges 0.88% a year and DXJ 0.48%.

  • WTLS is an alternative fund, while DXJ is an equity fund. They carry different risk/return profiles.
  • WTLS covers North America; DXJ covers the Asia-Pacific region.
  • DXJ costs 0.40% less per year.
  • DXJ is much larger than WTLS. Larger funds are usually more liquid and less likely to close.
  • DXJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTLSDXJ
Annual cost (TER)0.88%0.48%
Fund size (AUM)$12M$6.9B
Since20262006
Dividend yield1.08%
Asset classalternativeequity
Regionnorth americaasia pacific
Strategylong shortlong short
CAGR 1YN/A+49.1%
CAGR 3YN/A+31.8%
CAGR 5YN/A+25.4%
Sharpe 3YN/A1.29
Volatility 1Y17.64%
Max drawdown-8.95%-39.14%

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

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