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DFJ - ETF AI Analysis
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WisdomTree Japan SmallCap Dividend Fund (DFJ)
Rating:64Neutral
Price Target:
$98.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, reflecting positive momentum in its holdings.
Sector Diversification
The fund is spread across multiple sectors, with significant exposure to Industrials, Consumer Cyclical, and Materials, reducing reliance on any single industry.
Dividend Focus
The ETF targets small-cap Japanese companies that pay dividends, offering potential income alongside growth.
Negative Factors
High Geographic Concentration
With over 91% exposure to Japan, the fund is heavily reliant on the performance of the Japanese economy.
Mixed Top Holdings Performance
While some top holdings have performed strongly, others have lagged, potentially limiting overall returns.
Above-Average Expense Ratio
The ETF’s expense ratio is higher than many passive funds, which could eat into long-term returns.
DFJ vs. SPDR S&P 500 ETF (SPY)
AUM307.65M
RegionAsia-Pacific
Expense Ratio0.58%
Beta0.61
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.36%
Asset ClassEquity
Index TrackedWisdomTree Japan SmallCap Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,393
30 Day Avg. Volume10,687
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
DFJ Summary
The WisdomTree Japan SmallCap Dividend Fund (DFJ) is an ETF that focuses on small-cap companies in Japan that pay consistent dividends. It tracks the WisdomTree Japan SmallCap Dividend Index and includes businesses across various industries, such as Toyo Tire and Mitsui Mining and Smelting Company. This fund is a great option for investors looking to diversify internationally while benefiting from the growth potential of smaller companies and the stability of dividend income. However, since it primarily invests in Japanese small-cap stocks, its performance can be heavily influenced by Japan's economy and currency fluctuations.
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
The WisdomTree Japan SmallCap Dividend Fund (DFJ) is leaning heavily on Japan’s industrial and consumer cyclical sectors, which together make up a significant portion of its holdings. Rising stars like Mitsui Mining and Smelting are driving performance with strong momentum and robust fundamentals, while Toyo Tire adds steady growth to the mix. However, lagging names like Kokuyo Co and Meitec are holding the fund back, with bearish technical trends and weaker recent performance. Overall, the fund’s focus on small-cap dividend payers offers a niche play on Japan’s dynamic economy, though sector concentration may amplify volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Daishi Hokuetsu Financial Group, Inc. | 0.61% | $1.84M | ¥410.48B | 82.77% | 80 Outperform | |
| Exedy Corporation | 0.61% | $1.83M | ¥187.35B | -1.67% | 69 Neutral | |
| Hazama Ando | 0.59% | $1.79M | ¥309.80B | 41.04% | 73 Outperform | |
| Chugin Financial Group,Inc. | 0.56% | $1.70M | ¥395.41B | 46.86% | 63 Neutral | |
| Seino Holdings Co | 0.52% | $1.56M | ¥324.07B | -0.84% | 67 Neutral | |
| NIPPON GAS Co | 0.49% | $1.49M | ¥312.56B | 25.60% | 73 Outperform | |
| Nippon Shokubai Co., Ltd. | 0.48% | $1.46M | ¥276.34B | 3.57% | 63 Neutral | |
| NSK Ltd. | 0.48% | $1.45M | ¥383.25B | 11.78% | 62 Neutral | |
| ― | 0.47% | $1.43M | ― | ― | ― | |
| Daicel | 0.46% | $1.39M | ¥352.73B | -3.96% | 80 Outperform |
DFJ Technical Analysis
Neutral
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Price Trends
93.81
Negative
90.47
Positive
84.42
Positive
Market Momentum
-0.39
Positive
42.86
Neutral
17.47
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFJ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 92.44, equal to the 50-day MA of 93.81, and equal to the 200-day MA of 84.42, indicating a neutral trend. The MACD of -0.39 indicates Positive momentum. The RSI at 42.86 is Neutral, neither overbought nor oversold. The STOCH value of 17.47 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DFJ.
DFJ Peer Comparison
Comparison Results
Performance Comparison
DFJ
WisdomTree Japan SmallCap Dividend Fund
91.51
18.31
25.01%
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
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FJP
First Trust Japan AlphaDEX Fund
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SCJ
iShares MSCI Japan Small-Cap ETF
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FLJH
Franklin FTSE Japan Hedged ETF
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JPXN
iShares Japan Large-Cap
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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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