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Upturn AI SWOT - About
WisdomTree Japan Hedged SmallCap Equity Fund (DXJS)
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Upturn Advisory Summary
08/13/2025: DXJS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.2% | Avg. Invested days 13 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.17 | 52 Weeks Range 27.18 - 37.41 | Updated Date 06/29/2025 |
52 Weeks Range 27.18 - 37.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Japan Hedged SmallCap Equity Fund
ETF Overview
Overview
The WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) seeks to provide investment results that closely correspond to the price and yield performance of the WisdomTree Japan SmallCap Equity Index, hedged against fluctuations in the relative value of the U.S. dollar and the Japanese yen. It focuses on small-cap Japanese equities while mitigating currency risk.
Reputation and Reliability
WisdomTree is a well-regarded ETF provider known for its innovative and currency-hedged products.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in managing international and currency-hedged equity strategies.
Investment Objective
Goal
To provide investment results that closely correspond to the price and yield performance of the WisdomTree Japan SmallCap Equity Index, hedged against currency fluctuations.
Investment Approach and Strategy
Strategy: The fund employs a full replication strategy, holding all or substantially all of the component securities of its underlying index. It also uses currency hedging to mitigate the impact of yen/dollar fluctuations.
Composition Primarily holds small-cap Japanese equities.
Market Position
Market Share: DXJS's market share in the Japan small-cap hedged equity ETF segment is significant, but varies based on market conditions and competitor performance.
Total Net Assets (AUM): 329580820
Competitors
Key Competitors
- iShares MSCI Japan Small-Cap ETF (SCJ)
- Invesco FTSE RAFI Japan ETF (PXJ)
- JPMorgan BetaBuilders Japan ETF (BBJP)
Competitive Landscape
The competitive landscape includes both broad market Japan ETFs and other small-cap focused funds. DXJS's key advantage is its currency hedging, which provides downside protection against yen depreciation. However, competitors may offer lower expense ratios or broader diversification.
Financial Performance
Historical Performance: Historical performance data varies depending on the time period. Please refer to official fund fact sheets for specific numbers.
Benchmark Comparison: The ETF aims to track the WisdomTree Japan SmallCap Equity Index, so performance should be similar, with minor deviations due to expenses and hedging effectiveness.
Expense Ratio: 0.58
Liquidity
Average Trading Volume
The average trading volume of DXJS indicates moderate liquidity, enabling relatively easy trading for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators in Japan, small-cap sector growth prospects, and currency fluctuations significantly impact DXJS. Global market sentiment also influences investor appetite for Japanese equities.
Growth Trajectory
The growth trajectory depends on the performance of Japanese small-cap companies and the effectiveness of the currency hedging strategy. Changes in investment strategy are disclosed in fund prospectuses.
Moat and Competitive Advantages
Competitive Edge
DXJS's primary competitive advantage lies in its currency hedging strategy, which reduces the impact of yen/dollar fluctuations on returns. This is particularly appealing to U.S. investors seeking exposure to Japanese small-caps without currency risk. Additionally, WisdomTree's expertise in currency-hedged strategies and its focus on fundamentally weighted indexes contribute to its competitive edge. The fund's targeted approach and investor-friendly structure may also attract specific investor segments.
Risk Analysis
Volatility
DXJS's volatility is influenced by the volatility of the underlying Japanese small-cap equities and the effectiveness of the currency hedging strategy. Small-cap stocks are generally more volatile than large-cap stocks.
Market Risk
The ETF is subject to market risk associated with investing in Japanese equities, including economic downturns, political instability, and regulatory changes. Currency hedging may not fully eliminate currency risk.
Investor Profile
Ideal Investor Profile
The ideal investor is a U.S.-based investor seeking exposure to Japanese small-cap equities while mitigating the impact of currency fluctuations. This fund is suitable for investors who understand currency hedging and its potential benefits.
Market Risk
DXJS is suitable for long-term investors seeking diversification and potential capital appreciation, but with an awareness of the risks associated with small-cap investing and currency hedging.
Summary
WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) offers targeted exposure to Japanese small-cap equities with a currency hedging strategy designed to mitigate the impact of yen/dollar fluctuations. Its competitive advantage is the currency hedge. The ETF is suitable for US investors who understand the small cap risk and want to reduce the JPY/USD exchange rate risk. Investors should also note its expense ratio and compare it to competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree, ETF.com, Morningstar, Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a financial advisor before making any investment decisions.
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.
About WisdomTree Japan Hedged SmallCap Equity Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its total assets in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index consists of dividend-paying small capitalization companies incorporated in Japan and traded on the Tokyo Stock Exchange. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.