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Upturn AI SWOT - About
WisdomTree Japan Hedged SmallCap Equity Fund (DXJS)
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Upturn Advisory Summary
04/01/2025: DXJS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 44.82% | Avg. Invested days 97 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 24656 | Beta 0.17 | 52 Weeks Range 26.37 - 35.93 | Updated Date 04/2/2025 |
52 Weeks Range 26.37 - 35.93 | Updated Date 04/2/2025 |
Upturn AI SWOT
WisdomTree Japan Hedged SmallCap Equity Fund
ETF Overview
Overview
The WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) aims to provide exposure to the Japanese small-cap equity market while hedging against fluctuations between the U.S. dollar and the Japanese yen. This fund targets small-capitalization companies in Japan and seeks to neutralize the impact of currency movements on investment returns. It focuses on equity investments in the Japanese small-cap sector, employing a hedging strategy to minimize currency risk for U.S. investors.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovative and specialized ETF offerings, particularly in the area of currency-hedged strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with expertise in ETF management, currency hedging, and global equity markets.
Investment Objective
Goal
The fund aims to provide investment results that closely correspond to the price and yield performance of the WisdomTree Japan SmallCap Equity Index, hedged for currency fluctuations.
Investment Approach and Strategy
Strategy: The fund employs a replication strategy, holding a portfolio of Japanese small-cap stocks that closely mirrors the composition of the WisdomTree Japan SmallCap Equity Index, while also implementing a currency hedging strategy.
Composition The fund primarily holds equity securities of small-capitalization companies domiciled in Japan, along with forward currency contracts to hedge against Yen/USD exchange rate risk.
Market Position
Market Share: DXJS's market share within the Japan small-cap hedged equity ETF segment is considerable, but specific percentages fluctuate with market conditions and competitor performance.
Total Net Assets (AUM): 219400000
Competitors
Key Competitors
- iShares Currency Hedged MSCI Japan Small-Cap ETF (HEWJ)
Competitive Landscape
The competitive landscape is relatively concentrated, with DXJS holding a significant market share. DXJS benefits from WisdomTree's brand recognition and expertise in currency-hedged ETFs. HEWJ offers a similar strategy but tracks a different index and is offered by BlackRock.
Financial Performance
Historical Performance: Historical performance data must be obtained from reliable sources. Performance varies based on market conditions.
Benchmark Comparison: The ETF is benchmarked against the WisdomTree Japan SmallCap Equity Index (hedged).
Expense Ratio: 0.58
Liquidity
Average Trading Volume
DXJS has a moderate average daily trading volume, which can affect the ease of buying or selling shares. The average trading volume is about 30,000 shares.
Bid-Ask Spread
The bid-ask spread for DXJS is typically narrow, indicating relatively efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth in Japan, yen-dollar exchange rate fluctuations, and global market sentiment impact DXJS.
Growth Trajectory
DXJS's growth trajectory depends on the performance of Japanese small-cap equities and the effectiveness of its currency hedging strategy.
Moat and Competitive Advantages
Competitive Edge
DXJS's competitive edge lies in its focused exposure to Japanese small-cap equities combined with a currency hedging strategy. WisdomTree's reputation and specialized ETF offerings, particularly in currency-hedged strategies, provide an advantage. The fund seeks to neutralize currency risk for U.S. investors, making it appealing during periods of yen volatility. DXJS's unique combination of factors differentiates it from broader market ETFs.
Risk Analysis
Volatility
DXJS's volatility is influenced by the volatility of Japanese small-cap stocks and yen-dollar exchange rate movements.
Market Risk
Specific risks include fluctuations in Japanese equity markets, currency risk (though hedged), and potential tracking error.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to Japanese small-cap equities while mitigating currency risk. Investors who are risk-averse to currency fluctuations may find this fund attractive.
Market Risk
This ETF is suitable for long-term investors seeking international diversification with reduced currency exposure. It may also appeal to active traders looking to capitalize on short-term movements in Japanese equities or currency markets.
Summary
The WisdomTree Japan Hedged SmallCap Equity Fund (DXJS) offers exposure to Japanese small-cap equities while hedging against currency fluctuations. The fund is managed by WisdomTree, a reputable ETF provider known for its currency-hedged strategies. It is designed for investors seeking diversification and risk mitigation. Performance will depend on Japanese small-cap market conditions and the effectiveness of the currency hedge. Overall, DXJS provides a targeted and potentially less volatile way to access the Japanese equity market.
Similar Companies
- HEWJ
- EWJ
- FJP
Sources and Disclaimers
Data Sources:
- WisdomTree
- iShares
- ETF.com
- 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. Market conditions and regulatory changes may impact the performance of the ETF. 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.
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