WisdomTree Japan Hedged SmallCap Equity Fund
ALTAR
Score™		 7.1% info Recommen-
dation		 NEUTRAL
2025E    2026E
P/E
ratio		 13.6x P/Sales
ratio		 0.6x
P/BV
ratio		 1.0x Div.
yield		 2.7%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
  • premium Valuation
  • premium Rating
WisdomTree Japan Hedged Small Cap Fund is an exchange-traded fund incorporated in the USA. The Fund seeks results that correspond to the WisdomTree Japan Hedged SmallCap Equity Index. The Fund invests in dividend paying, small-cap companies incorporated in Japan and listed on the Tokyo Exchange, while neutralizing the risk of the Japanese yen's fluctuations relative to the USD.

FUND BASICS
Category International Equities
Fund Sponsor WisdomTree Investments Inc
Website www.wisdomtree.com
Inception date Jun 28, 2013
Assets (mns) $92
Currency USD
Expense ratio 58 bp
Distributions Quarterly

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Dividend
Index replication Full
Uses derivatives No
Options available Yes

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 116
Wgt avg mkt cap (mns) $1,259
Large cap (>$10bn) 0.0%
Mid cap ($2-10bn) 11.5%
Small cap (<$2bn) 88.5%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
TOYO TIRE & RUBBER CO LTD 1.0 %
TOYODA GOSEI CO LTD 0.7 %
MITSUI MINING & SMELTING CO 0.7 %
NIPPON ELECTRIC GLASS CO LTD 0.6 %
NIPPON GAS CO LTD 0.6 %
KYOWA EXEO CORP 0.6 %
MEITEC CORP 0.6 %
ITOHAM YONEKYU HOLDINGS, INC. 0.6 %
MATSUI SECURITIES CO LTD 0.6 %
SANKYU INC 0.6 %
Total 6.6 %

TOP COUNTRY EXPOSURE
JAPAN 92.6 %










HISTORICAL PERFORMANCE info

  Custom date range Compare to  
  thru


Standardized Annual Returns (thru October 31)
Year-to-date 1 year 5 years 10 years Since Incep.
25.2% 31.6% 21.2% 12.4% 13.3%

Market Correlations
versus... Beta R-squared
S&P500 0.66 8%
MSCI EAFE 0.61 8%
MSCI Emg. Mkts. 0.70 12%

Technical Indicators
Recent close $44.10
30d moving avg. $36.43
Annualized volatility 32.3%
Short interest (ETF) 0.4%
Relative strength (RSI) 75

Liquidity measures
Avg. volume (thou.) 20
Turnover 1.0%
Bid/Ask (% of price) 0.45%
ADV underlying (mns) $1,735

Distributions


FINDING ALTERNATIVE FUNDS

Below is a list of 148 potential alternatives to the WisdomTree Japan Hedged SmallCap Equity Fund ETF based on the alternatives' overlap in portfolio holdings with DXJS. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.

Benchmark ticker: DXJS Expense: 58 bp ALTAR Score™: 7.1%


ALTERNATIVE ETFs BASED ON OVERLAP WITH DXJS
Ticker Fund
Name		 Overlap1
vs DXJS
(%)		 Expense
ratio
(bp)		 Savings
vs DXJS
(bp)		 ALTAR
Score™
(%)		 ALTAR
vs DXJS
(%)
DFJ WisdomTree Japan SmallCap Dividend Fund 90.1 58 0 7.1 -0.0
SCJ iShares MSCI Japan Small-Cap ETF 29.2 50 8 6.6 -0.5
DLS WisdomTree International SmallCap Dividend Fund 25.6 58 0 8.0 +0.9
AVDV Avantis International Small Cap Value ETF 23.5 36 22 8.8 +1.6
GWX SPDR S&P International Small Cap ETF 22.5 40 18 6.7 -0.4
FNDC Schwab Fundamental International Small Co. Index ETF 20.0 39 19 5.7 -1.5
AVDS Avantis International Small Cap Equity ETF 19.7 30 28 6.9 -0.3
FDTS First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 17.0 80 -22 10.8 +3.6
DISV Dimensional International Small Cap Value ETF 15.1 42 16 8.7 +1.6
PDN Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF 13.5 49 9 6.8 -0.3
DFIS Dimensional International Small Cap ETF 13.1 39 19 7.0 -0.2
DXJ WisdomTree Japan Hedged Equity Fund 12.4 48 10 6.6 -0.6
SCHC Schwab International Small-Cap Equity ETF 12.0 11 47 7.5 +0.3
SCZ iShares MSCI EAFE Small-Cap ETF 10.6 40 18 6.8 -0.3
ISCF iShares International SmallCap Equity Factor ETF 9.3 23 35 8.0 +0.9
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt 8.9 39 19 7.5 +0.4
VSS Vanguard FTSE All-World ex-US Small-Cap ETF 8.6 8 50 7.2 +0.1
MJSC MUFG Japan Small Cap Active ETF 8.0 85 -27 0.0 -7.1
DXIV Dimensional International Vector Equity ETF 7.5 34 24 7.4 +0.3
DWM WisdomTree International Equity Fund 5.1 48 10 7.0 -0.1
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund 4.9 40 18 7.0 -0.1
DTH WisdomTree International High Dividend Fund 4.8 58 0 7.9 +0.7
DFIC Dimensional International Core Equity 2 ETF 4.5 23 35 7.1 -0.1
IPAC iShares Core MSCI Pacific ETF 4.4 9 49 6.1 -1.1
VPL Vanguard FTSE Pacific ETF 4.2 7 51 6.3 -0.8
AVSD Avantis Responsible International Equity ETF 3.7 23 35 5.0 -2.1
AVDE Avantis International Equity ETF 3.5 23 35 7.0 -0.1
DEEF Xtrackers FTSE Developed ex US Multifactor ETF 3.2 24 34 7.2 +0.0
DFSI Dimensional International Sustainability Core 1 ETF 3.1 24 34 6.1 -1.0
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF 3.0 39 19 6.3 -0.9
JPXN iShares JPX-Nikkei 400 ETF 2.9 48 10 6.2 -0.9
DFAX Dimensional World ex U.S. Core Equity 2 ETF 2.9 30 28 7.5 +0.3
FLJP Franklin FTSE Japan ETF 2.7 9 49 5.8 -1.4
FLJH Franklin FTSE Japan Hedged ETF 2.6 9 49 5.7 -1.5
DFAI Dimensional International Core Equity Market ETF 2.2 18 40 6.8 -0.4
CCNR ALPS CoreCommodity Natural Resources ETF 2.2 39 19 9.1 +2.0
CGV Conductor Global Equity Value ETF 2.1 130 -72 7.8 +0.7
IPKW Invesco International BuyBack Achievers ETF 1.9 55 3 8.8 +1.7
FID First Trust S&P International Dividend Aristocrats ETF 1.8 60 -2 7.5 +0.4
WDIV SPDR S&P Global Dividend ETF 1.8 40 18 8.8 +1.7
JPIN J.P. Morgan Diversified Return International Equity ETF 1.7 37 21 7.8 +0.6
FYLD Cambria Foreign Shareholder Yield ETF 1.6 59 -1 11.2 +4.1
IEFA iShares Core MSCI EAFE ETF 1.5 7 51 6.7 -0.5
IMOM Alpha Architect International Quantitative Momentum ETF 1.5 49 9 4.5 -2.6
AZTD Aztlan Global Stock Selection DM SMID ETF 1.5 75 -17 10.0 +2.8
VEA Vanguard FTSE Developed Markets ETF 1.5 3 55 6.8 -0.3
IHDG WisdomTree International Hedged Quality Dividend Growth Fund 1.5 58 0 6.4 -0.8
IQDG WisdomTree International Quality Dividend Growth Fund 1.5 42 16 6.5 -0.6
PICK iShares MSCI Global Metals & Mining Producers ETF 1.4 39 19 10.8 +3.6
IDEV iShares Core MSCI International Developed Markets ETF 1.3 4 54 6.7 -0.5
JIVE JPMorgan International Value ETF 1.2 55 3 10.7 +3.6
VSGX Vanguard ESG International Stock ETF 1.2 10 48 7.5 +0.3
DWX SPDR S&P International Dividend ETF 1.2 45 13 7.2 +0.0
IPAV Global X Infrastructure Development ex-U.S. ETF 1.2 55 3 6.8 -0.4
IXUS iShares Core MSCI Total International Stock ETF 1.1 7 51 7.5 +0.3
VXUS Vanguard Total International Stock ETF 1.1 5 53 7.6 +0.4
INTF iShares International Equity Factor ETF 1.0 15 43 7.3 +0.1
EFRA iShares Environmental Infrastructure and Industrials ETF 1.0 47 11 5.3 -1.8
DVYA iShares Asia/Pacific Dividend ETF 1.0 49 9 7.3 +0.2
IBAT iShares Energy Storage & Materials ETF 1.0 47 11 2.7 -4.5
VIDI Vident International Equity Strategy ETF 1.0 61 -3 10.4 +3.2
KNO AXS Knowledge Leaders ETF 0.9 78 -20 5.7 -1.4
RAYJ Rayliant SMDAM Japan Equity ETF 0.9 72 -14 3.4 -3.8
JAPN Horizon Kinetics Japan Owner Operator ETF 0.9 85 -27 5.3 -1.8
VIGI Vanguard International Dividend Appreciation ETF 0.9 10 48 6.4 -0.8
IGRO iShares International Dividend Growth ETF 0.9 15 43 7.0 -0.2
SPDW SPDR Portfolio Developed World ex-US ETF 0.8 3 55 6.6 -0.5
WBAT WisdomTree Battery Value Chain and Innovation Fund 0.8 45 13 1.4 -5.8
ION ProShares S&P Global Core Battery Metals ETF 0.7 58 0 7.2 +0.1
HAUZ DBX ETF Trust - Xtrackers International Real Estate ETF 0.7 10 48 6.6 -0.5
TBLU Tortoise Global Water ESG ETF 0.6 40 18 4.6 -2.6
VEGI iShares MSCI Agriculture Producers ETF 0.6 39 19 9.1 +2.0
SHPP Pacer Industrials and Logistics ETF 0.6 60 -2 8.1 +1.0
FNDF Schwab Fundamental International Large Co. Index ETF 0.6 25 33 8.9 +1.8
OAIM OneAscent International Equity ETF 0.6 95 -37 5.5 -1.7
LVHI Franklin International Low Volatility High Dividend Index ET 0.6 40 18 9.5 +2.4
DRIV Global X Autonomous & Electric Vehicles ETF 0.6 68 -10 4.7 -2.4
MOO VanEck Agribusiness ETF 0.6 53 5 10.7 +3.5
VNQI Vanguard Global ex-U.S. Real Estate ETF 0.5 12 46 8.2 +1.0
FDRV Fidelity Electric Vehicles and Future Transportation ETF 0.5 39 19 -1.3 -8.4
IMFL Invesco International Developed Dynamic Multifactor ETF 0.5 34 24 5.6 -1.6
SCHF Schwab International Equity ETF 0.5 6 52 6.8 -0.3
EBLU Ecofin Global Water ESG Fund 0.5 40 18 4.4 -2.7
PBD Invesco Global Clean Energy ETF 0.5 75 -17 0.9 -6.2
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF 0.4 45 13 8.3 +1.2
JSTC Adasina Social Justice All Cap Global ETF 0.4 89 -31 5.0 -2.1
COPX Global X Copper Miners ETF 0.4 65 -7 5.6 -1.6
GMET VanEck Green Metals ETF 0.4 63 -5 7.5 +0.3
COPA Themes Copper Miners ETF 0.4 35 23 4.4 -2.7
AVIV Avantis International Large Cap Value ETF 0.4 25 33 8.2 +1.0
CUT Invesco MSCI Global Timber ETF 0.4 61 -3 10.9 +3.8
GQRE FlexShares Global Quality Real Estate Index Fund 0.4 45 13 7.9 +0.8
VYMI Vanguard International High Dividend Yield ETF 0.4 17 41 9.0 +1.9
AQWA Global X Clean Water ETF 0.4 50 8 5.1 -2.1
CGW Invesco S&P Global Water Index ETF 0.4 57 1 4.7 -2.5
UFO Procure Space ETF 0.4 75 -17 0.2 -6.9
VT Vanguard Total World Stock ETF 0.4 6 52 5.7 -1.5
GRID First Trust Nasdaq Clean Edge Smart GRID Infrastructure 0.4 58 0 4.4 -2.7
VEU Vanguard FTSE All-World ex-US Index Fund 0.4 4 54 7.7 +0.5
PIO Invesco Global Water ETF 0.4 75 -17 4.4 -2.7
STCE Schwab Crypto Thematic ETF 0.3 30 28 2.9 -4.2
FTRI First Trust Indxx Global Natural Resources Income ETF 0.3 70 -12 7.7 +0.5
BJK VanEck Gaming ETF 0.3 65 -7 4.5 -2.6
CARZ First Trust NASDAQ Global Auto Index Fund 0.3 70 -12 4.2 -2.9
IDRV iShares Self-driving EV & Tech ETF 0.3 47 11 1.3 -5.8
ETEC iShares Breakthrough Environmental Solutions ETF 0.3 47 11 3.7 -3.5
GINN Goldman Sachs Innovate Equity ETF 0.3 52 6 3.7 -3.5
EV Mast Global Battery Recycling & Production ETF 0.3 65 -7 6.8 -0.4
FTAG First Trust Indxx Global Agriculture ETF 0.3 70 -12 8.4 +1.2
FDT First Trust Developed Markets ex-US AlphaDEX Fund 0.3 80 -22 8.5 +1.3
FJP First Trust Japan AlphaDEX Fund 0.3 80 -22 8.2 +1.0
ROBO ROBO Global Robotics & Automation Index ETF 0.3 95 -37 3.2 -3.9
OCEN IQ Clean Oceans ETF 0.3 45 13 5.1 -2.0
CRIT Optica Rare Earths & Critical Materials ETF Optica Rare Eart 0.3 85 -27 6.1 -1.0
DIHP Dimensional International High Profitability ETF 0.2 29 29 6.6 -0.5
IBOT Vaneck Robotics ETF 0.2 47 11 4.1 -3.1
BOAT SonicShares Global Shipping ETF 0.2 69 -11 26.0 +18.9
RWX SPDR Dow Jones International Real Estate ETF 0.2 59 -1 6.8 -0.3
SNSR Global X Internet of Things ETF 0.2 68 -10 5.0 -2.2
GLOF iShares Global Equity Factor ETF 0.2 20 38 6.6 -0.5
AGNG Global X Aging Population ETF 0.2 50 8 4.4 -2.7
TINY ProShares Nanotechnology ETF 0.2 58 0 3.2 -4.0
ITOL Tema International Durable Quality ETF 0.2 60 -2 5.7 -1.4
ZSB USCF Sustainable Battery Metals Strategy Fund 0.2 61 -3 5.4 -1.8
HFXI IQ FTSE International Equity Currency Neutral ETF 0.1 20 38 6.5 -0.6
IHAK iShares Cybersecurity & Tech ETF 0.1 47 11 4.6 -2.6
BETZ Roundhill Sports Betting & iGaming ETF 0.1 75 -17 2.9 -4.2
DFIV Dimensional International Value ETF 0.1 27 31 8.8 +1.7
BOTZ Global X Robotics & Artificial Intelligence ETF 0.1 69 -11 2.2 -5.0
DNL WisdomTree Global ex-US Quality Dividend Growth Fund 0.1 42 16 6.3 -0.8
SPGM SPDR Portfolio MSCI Global Stock Market ETF 0.1 9 49 5.6 -1.6
BUG Global X Cybersecurity ETF 0.1 51 7 2.7 -4.4
IBUY Amplify Online Retail ETF 0.1 65 -7 2.7 -4.5
WCBR WisdomTree Cybersecurity Fund 0.1 45 13 2.0 -5.1
WOOD iShares Global Timber & Forestry ETF 0.1 42 16 13.2 +6.1
SPAM Themes Cybersecurity ETF 0.1 35 23 2.6 -4.6
IFGL iShares International Developed Real Estate ETF 0.1 48 10 6.9 -0.3
DEW WisdomTree Global High Dividend Fund 0.1 58 0 8.2 +1.1
AIQ Global X Artificial Intelligence & Technology ETF 0.1 68 -10 3.7 -3.5
DMAT Global X Disruptive Materials ETF 0.1 59 -1 6.9 -0.2
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.1 47 11 5.6 -1.5
RWO SPDR Dow Jones Global Real Estate ETF 0.1 50 8 6.9 -0.2
ERET iShares Environmentally Aware Real Estate ETF 0.0 30 28 7.2 +0.1
ERTH Invesco MSCI Sustainable Future ETF 0.0 62 -4 3.4 -3.7
FRNW Fidelity Clean Energy ETF 0.0 39 19 2.3 -4.9
RNRG Global X Renewable Energy Producers ETF 0.0 66 -8 5.1 -2.0
TAN Invesco Solar ETF 0.0 67 -9 5.9 -1.3
PAWZ ProShares Pet Care ETF 0.0 50 8 3.6 -3.5

1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.

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RESULTS & ESTIMATES

  2020 2021 2022 2023 2024 2025E 2026E
Sales per share ** ** ** ** ** ** **
Earnings per share ** ** ** ** ** ** **
Dividends per share info ** ** ** ** ** ** **
Book value per share ** ** ** ** ** ** **

 

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

Sales per share growth   **% **% **% **% **% **%
EPS growth   **% **% **% **% **% **%

OTHER FUNDAMENTAL METRICS

Long term EPS growth est. **%   Debt-to-equity **x
Asset turnover **%   Assets-to-equity **x

Return on equity

Revision activity*
*Six months ago = 100

Net margins

Compound annual growth rates

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VALUATION METRICS
  2024 2025E 2026E
Price-to-sales ** ** **
Price-to-earnings ** ** **
Price-to-cash flow ** ** **
Price-to-growth ** ** **
Price-to-book value ** ** **
Yield ** ** **

Historical valuation trends

Forward
multiple:		 WisdomTree Japan Hedged SmallCap Equity Fund
Relative
to:		 S&P500 MSCI EAFE MSCI Emg. Mkts. Other ETF:

NEUTRAL
Average appreciation potential. A rating of NEUTRAL is assigned to ETFs with ALTAR Scores in the middle quintile (ranking between 40%-60%) of their category. This indicates that valuations adequately reflect the fundamentals of stocks in these funds.

ALTAR Score™


Calculation of ALTAR Score™
Avg. Return on Equity 7.1 %
Divided by: Fwd. P/BV 0.9 x
Less: Expense ratio 58 bp
Equals: ALTAR Score 7.1 %
info More information on ALTAR Score™
MODERN PORTFOLIO THEORY info

CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
COMPOSITE
RATING		 1.76 CATEGORY
AVERAGE		 1.64
 
The composite rating is a weighted average of analysts' consensus recommendations for individual ETF constituents, based on the following scale:

BUY = 1; OVERWEIGHT = 1.5, HOLD = 2; UNDERWEIGHT = 2.5; and SELL = 3.

Readers are cautioned that because analyst ratings tend to be inflated, the composite score may be more useful as a relative measure of sentiment between funds rather than as a stand-alone recommendation.
 

 

See RATING tab for calculation of ALTAR Score™
Risk & reward. Uses std. dev. as proxy for risk, ALTAR Score™ for return forecast.
Dividends paid by constituents to the fund. May differ from actual distributions to shareholders due to constituent changes, timing issues or other factors.
Monthly returns based on changes in price plus dividends. May differ from daily returns reported by funds. See below for standardized returns.