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DFJ - ETF AI Analysis
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WisdomTree Japan SmallCap Dividend Fund (DFJ)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Improving Top Holdings
Several of the largest positions have delivered strong year-to-date gains, helping support the fund’s overall returns.
Broad Sector Diversification Within Japan
Holdings spread across many sectors such as industrials, consumer cyclical, materials, technology, and financials help reduce the impact of weakness in any single industry.
Negative Factors
High Japan Concentration
The fund is heavily focused on Japanese companies, so its performance is closely tied to the health of Japan’s economy and stock market.
Relatively High Expense Ratio
The ETF’s expense ratio is on the higher side for an index-style fund, which can eat into long-term returns compared with lower-cost alternatives.
Small-Cap and Dividend Focus Risks
Targeting smaller Japanese dividend-paying companies can mean higher volatility and sensitivity to economic slowdowns than large, more established firms.
DFJ vs. SPDR S&P 500 ETF (SPY)
AUM432.03M
RegionAsia-Pacific
Expense Ratio0.58%
Beta0.60
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.49%
Asset ClassEquity
Index TrackedWisdomTree Japan SmallCap Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume63,575
30 Day Avg. Volume29,544
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DFJ Summary
DFJ is an ETF that follows the WisdomTree Japan SmallCap Dividend Index, focusing on smaller Japanese companies that pay dividends. It holds a wide mix of industries, including industrials, consumer companies, and technology. Some of its better-known holdings include NSK Ltd. and Nippon Shokubai. Investors might consider DFJ if they want geographic diversification outside the U.S. and a mix of potential growth from small companies plus dividend income. A key risk is that small-cap Japanese stocks can be more volatile and can go up and down sharply with changes in Japan’s economy and stock market.
How much will it cost me?The ETF DFJ has an expense ratio of 0.58%, which means you’ll pay $5.80 per year for every $1,000 invested. This is higher than average because it is actively managed to focus on small-cap dividend-paying stocks in Japan, requiring more research and oversight. It offers a unique investment opportunity but comes with slightly higher costs due to its specialized strategy.
What would affect this ETF?The DFJ ETF, which focuses on Japanese small-cap dividend-paying companies, could benefit from Japan's economic growth and increased global interest in Asia-Pacific markets, particularly if industrial and consumer cyclical sectors perform well. However, it may face challenges from rising interest rates, which can impact dividend-paying stocks, or economic slowdowns in Japan that could affect small-cap companies more significantly than larger firms.
DFJ Top 10 Holdings
DFJ is leaning heavily into Japan’s hometown heroes—small regional banks and industrial names—rather than flashy tech giants. Financial groups like Daishi Hokuetsu and Chugin are rising and helping to power the fund, while Yamaguchi Financial looks steadier, adding income more than excitement. On the industrial side, NSK and INFRONEER are showing strong momentum, giving the portfolio an extra push, with Exedy and Nippon Shokubai adding more quietly constructive support. Overall, this is a Japan-only play, tilted toward cyclical, dividend-paying small caps rather than global growth stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Daishi Hokuetsu Financial Group, Inc. | 0.71% | $3.05M | ¥559.32B | 118.37% | 79 Outperform | |
| Chugin Financial Group,Inc. | 0.64% | $2.78M | ¥539.58B | 81.93% | 63 Neutral | |
| NSK Ltd. | 0.63% | $2.70M | ¥597.11B | 88.24% | 66 Neutral | |
| Exedy Corporation | 0.58% | $2.50M | ¥213.27B | 2.86% | 74 Outperform | |
| Hazama Ando | 0.57% | $2.46M | ¥354.13B | 28.05% | 79 Outperform | |
| Nippon Shokubai Co., Ltd. | 0.56% | $2.40M | ¥362.25B | 33.92% | 71 Outperform | |
| ― | 0.54% | $2.34M | ― | ― | ― | |
| INFRONEER Holdings Inc. | 0.54% | $2.32M | ¥589.87B | 100.25% | 76 Outperform | |
| Mitsubishi Materials | 0.53% | $2.27M | ¥687.20B | 95.05% | 66 Neutral | |
| Seino Holdings Co | 0.52% | $2.25M | ¥386.15B | 6.98% | 78 Outperform |
DFJ Technical Analysis
Negative
―
Price Trends
104.14
Negative
98.42
Positive
93.27
Positive
Market Momentum
-0.24
Positive
40.84
Neutral
25.06
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFJ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 108.72, equal to the 50-day MA of 104.14, and equal to the 200-day MA of 93.27, indicating a neutral trend. The MACD of -0.24 indicates Positive momentum. The RSI at 40.84 is Neutral, neither overbought nor oversold. The STOCH value of 25.06 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for DFJ.
DFJ Peer Comparison
Comparison Results
Performance Comparison
DFJ
WisdomTree Japan SmallCap Dividend Fund
101.06
23.60
30.47%
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
―
―
―
SCJ
iShares MSCI Japan Small-Cap ETF
―
―
―
OPPJ
WisdomTree Japan Opportunities Fund
―
―
―
FJP
First Trust Japan AlphaDEX Fund
―
―
―
JPXN
iShares Japan Large-Cap
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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