evenfolio
WisdomTreeJapan StockDFJ · NYSE Arca

WisdomTree Japan SmallCap Dividend Fund (DFJ)

Price
$116.19
11 Sept 2026
Assets
$436.3M
Total net assets
Expense ratio
0.58%
Category 0.75%
Yield
2.43%
Trailing distributions
3Y CAGR
20.8%-2.1%
Category 23.0%
5Y CAGR
10.6%-3.7%
Category 14.2%
Loading NAV history…
WisdomTree Japan SmallCap Dividend Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+2.7%+10.7%+17.5%+22.1%+24.1%+20.8%+10.6%+9.5%+6.4%
Japan Stock average-0.1%6.0%16.3%21.4%26.4%23.0%14.2%12.3%13.3%
Difference+2.7%+4.8%+1.2%+0.8%-2.3%-2.1%-3.7%-2.8%-7.0%

Holdings

The 10 largest positions make up 6.1% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
7327.TDaishi Hokuetsu Financial Group Inc0.82%
5832.TChugin Financial Group Inc0.73%
7762.TCitizen Watch Co Ltd0.65%
5076.TInfroneer Holdings Inc0.59%
8418.TYamaguchi Financial Group Inc0.58%
7278.TExedy Corp0.56%
4114.TNippon Shokubai Co Ltd0.55%
5711.TMitsubishi Materials Corp0.55%
7189.TNishi-Nippon Financial Holdings Inc0.55%
8050.TSeiko Group Corp0.53%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
14.7
P/B
1.2
P/S
0.7
P/CF
8.9

Sector allocation

Share of the equity the fund holds.

25.7%Industrials11 sectors
  1. Industrials25.7%
  2. Consumer discretionary16.1%
  3. Financial services15.4%
  4. Materials13.8%
  5. Technology12.7%
  6. Consumer staples6.9%
  7. Health care3.7%
  8. Real estate2.5%
  9. Utilities1.6%
  10. Communication services1.3%
  11. Energy0.4%

Asset mix

  • Stocks99.9%
  • Cash0.1%
  • Other0.0%

ETF details

Issuer
WisdomTree
Category
Equity · Japan Stock
Ticker
DFJ
Exchange
NYSE Arca
Inception
16 Jun 2006 (20.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.58% (category 0.75%)
Holdings turnover
31% (category 32%)
Distribution yield
2.43%
Beta, 3 years
0.87
Total net assets
$436.3M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other japan stock ETFs

Other ETFs in the Japan Stock category.

Search

Search funds, pages and tools