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Upturn AI Summary
WisdomTree Japan Hedged Equity Fund(DXJ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DXJ
09/25/2026: DXJ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
DXJ provides U.S. investors with exposure to dividend-paying Japanese equities while hedging against Yen fluctuations. Its core strengths include high liquidity, an established issuer, and a fundamentally weighted strategy that prioritizes income. It serves well as a specialized tool for investors looking to gain Japanese market upside without currency risk. Investors should be aware of risks related to Japan's export-dependent economy and potential hedging costs during currency shifts. It is best suited for those who maintain a positive outlook on Japanese corporate earnings and expect the U.S. Dollar to remain strong relative to the Yen.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures equity growth, it is more defensive than a pure growth fund due to its dividend focus. |
| Momentum investor | Strong fit while signal remains positive | It can be a strong momentum play when the Japanese market is trending upward while the Yen is weak. |
| Value investor | Strong fit | The fund's focus on dividend-paying companies aligns well with value-oriented investment philosophies. |
| Dividend/Income investor | Strong fit | The underlying holdings are specifically selected for their dividend income generation. |
| Low-risk investor | Weak fit | International equity exposure involves inherent market volatility that exceeds low-risk investment mandates. |
Investor Profile
Ideal Investor Profile
Investors seeking pure exposure to the Japanese stock market who wish to remove currency volatility from their international equity allocation.
Suitability
Best suited for long-term investors or tactical traders with a specific view on the Japanese market and the USD/JPY exchange rate.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Equity investments in foreign markets are subject to significant price swings. |
| Market risk | Medium / high | The fund is fully exposed to the directional performance of the Japanese equity market. |
| Concentration | Medium | While diversified, the fund is concentrated in a single geographic region. |
| Tracking/expense | Low | The fund tracks its index closely, though hedging costs can introduce minor tracking differences. |
| Liquidity | Low | The fund is highly liquid with easy access for traders and investors. |
| Business/sector quality | Medium | Performance relies on the quality of the Japanese companies selected by the fundamental index. |
Risk Analysis
Volatility
DXJ historically exhibits moderate to high volatility, primarily driven by the underlying equity market sensitivity.
Market Risk
The fund is subject to systematic risks associated with Japanese economic health, corporate performance, and international trade conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Japanese Equity Market | 98 | The fund holds a diversified basket of Japanese stocks selected for their dividend-paying characteristics. |
| Derivatives | Currency Forward Contracts (JPY/USD) | 2 | Currency hedges are utilized to reduce the impact of Yen volatility on the total investment return. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 56.1% | Avg. Invested days 95 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 25, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $7.00B |
| Issuer | WisdomTree |
| Expense Ratio | 0.48% |
| Distribution Yield | 0.93% |
| Inception | Jun 16, 2006 |
Performance
| Period | Total Return |
|---|---|
| YTD | +26.67% |
| 1 Year | +41.32% |
| 3 Year | +29.46% |
| 5 Year | +26.75% |
| 10 Year | +18.43% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 17.66% |
| 3Y Volatility | 14.02% |
| 3Y Sharpe Ratio | 1.7 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | MSCI ACWI Ex USA NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 45.49% |
| Large Cap | 32.32% |
| Mid Cap | 16.45% |
| Small Cap | 6.23% |
| Micro Cap | 0.74% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 25.58% |
| Financial Services | 21.30% |
| Consumer Cyclicals | 15.51% |
| Technology | 12.80% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 15.39x |
| Portfolio P/B | 1.45x |
| Portfolio P/S | 1.04x |
| Holdings Turnover | 37.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Mitsubishi UFJ Financial Group | 4.71% |
| Sumitomo Mitsui Financial | 4.09% |
| Toyota Motor | 3.98% |
| Tokio Marine Holdings | 3.36% |
| Mizuho Financial Group | 3.09% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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