DXJ - ETF AI Analysis
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WisdomTree Japan Hedged Equity Fund (DXJ)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the year so far and in recent months, indicating positive momentum.
Leading Japanese Blue-Chip Holdings
Many of the largest positions, including major financial, industrial, and technology companies, have delivered strong or steady performance, supporting the fund’s returns.
Broad Sector Diversification Within Japan
Holdings spread across industries like industrials, financials, consumer cyclical, technology, and health care help reduce the impact of weakness in any single sector.
Negative Factors
High Geographic Concentration in Japan
With almost all assets invested in Japanese companies, the fund is heavily exposed to the Japanese economy and market conditions.
Moderately High Expense Ratio
The fund’s fee is higher than many low-cost index ETFs, which slightly reduces the net return investors keep over time.
Mixed Performance Among Top Holdings
A few key positions, such as Toyota Motor and Nippon Telegraph and Telephone, have shown weak or negative performance, which can drag on overall results if the trend continues.
DXJ vs. SPDR S&P 500 ETF (SPY)
AUM6.20B
RegionAsia-Pacific
Expense Ratio0.48%
Beta0.87
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.94%
Asset ClassEquity
Index TrackedWisdomTree Japan Hedged Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume384,421
30 Day Avg. Volume468,150
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 Target
188.71Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering425
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DXJ Summary
DXJ is an exchange-traded fund that follows the WisdomTree Japan Hedged Equity Index, giving you broad exposure to Japanese stocks while trying to reduce the impact of moves in the Japanese yen versus the U.S. dollar. It owns many types of companies, including industrials, banks, and consumer brands, with well-known names like Toyota Motor and Mitsubishi UFJ Financial Group among its top holdings. Someone might invest in DXJ to seek growth and diversification outside the U.S. while limiting currency swings. A key risk is that Japanese stock prices can still go up and down significantly with the overall market.
How much will it cost me?The WisdomTree Japan Hedged Equity Fund (DXJ) has an expense ratio of 0.48%, meaning you’ll pay $4.80 per year for every $1,000 invested. This cost is slightly higher than average for ETFs because it is actively managed and includes a currency hedging strategy, which adds complexity and management effort.
What would affect this ETF?DXJ could benefit from Japan's economic growth, driven by advancements in technology and strong performance in industrial and consumer cyclical sectors, as well as its currency hedging strategy that protects against yen fluctuations. However, potential risks include global economic slowdowns, regulatory changes in Japan, or challenges in key industries like automotive and finance, which are heavily represented in its top holdings. Additionally, shifts in interest rates or trade policies could impact the fund's performance.
DXJ Top 10 Holdings
DXJ is leaning heavily into Japan’s financial and industrial backbone, with banks like Mitsubishi UFJ, Sumitomo Mitsui, and Mizuho doing much of the heavy lifting as their shares have been rising this year. Tokio Marine and trading houses like Mitsui add to that positive tilt, while Tokyo Electron gives the fund a boost from Japan’s chip-equipment story. On the flip side, Toyota has been losing steam and Nippon Telegraph and Telephone has been lagging, acting as mild brakes. Overall, it’s a Japan-only play, concentrated in cyclical, domestically driven names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Mitsubishi UFJ Financial Group | 4.85% | $294.44M | ¥30.81T | 36.59% | 76 Outperform | |
| Toyota Motor | 4.39% | $266.73M | ¥39.97T | 10.07% | 80 Outperform | |
| Sumitomo Mitsui Financial Group | 3.33% | $201.99M | ¥20.41T | 48.90% | 77 Outperform | |
| Tokio Marine Holdings | 3.05% | $185.37M | ¥13.66T | 20.16% | 66 Neutral | |
| Mitsubishi | 2.76% | $167.29M | ¥18.76T | 58.47% | 60 Neutral | |
| Mizuho Financial Group | 2.50% | $152.04M | ¥15.67T | 63.81% | 77 Outperform | |
| Mitsui & Co | 2.30% | $139.74M | ¥16.27T | 71.95% | 74 Outperform | |
| Nippon Telegraph and Telephone | 2.30% | $139.70M | ¥12.91T | 5.56% | 73 Outperform | |
| Japan Tobacco | 2.29% | $139.22M | ¥10.35T | 18.82% | 75 Outperform | |
| Tokyo Electron | 2.14% | $129.70M | ¥21.01T | 103.22% | 73 Outperform |
DXJ Technical Analysis
Neutral
―
Price Trends
161.41
Negative
156.48
Positive
142.73
Positive
Market Momentum
0.18
Positive
48.84
Neutral
41.47
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DXJ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 163.35, equal to the 50-day MA of 161.41, and equal to the 200-day MA of 142.73, indicating a neutral trend. The MACD of 0.18 indicates Positive momentum. The RSI at 48.84 is Neutral, neither overbought nor oversold. The STOCH value of 41.47 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DXJ.
DXJ Peer Comparison
Comparison Results
Performance Comparison
DXJ
WisdomTree Japan Hedged Equity Fund
161.41
52.81
48.63%
EWJ
iShares MSCI Japan ETF
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―
―
BBJP
JPMorgan BetaBuilders Japan ETF
―
―
―
FLJP
Franklin FTSE Japan ETF
―
―
―
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
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―
―
OPPJ
WisdomTree Japan Opportunities Fund
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―
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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.
DisclaimerThis 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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