DFJ - ETF AI Analysis
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WisdomTree Japan SmallCap Dividend Fund (DFJ)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Results
The fund has delivered strong year-to-date performance, suggesting its strategy has been working well in the current market.
Solid Performance from Key Holdings
Several of the largest positions, including financial and industrial names, have shown strong gains, helping drive the ETF’s overall returns.
Broad Sector Diversification Within Japan
Holdings spread across many sectors such as industrials, materials, technology, and consumer stocks help reduce the impact of weakness in any single industry.
Negative Factors
High Japan Concentration
With the vast majority of assets invested in Japanese companies, the fund is heavily exposed to the Japanese economy and currency.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
Mixed Short-Term Performance
Recent one-month results have been slightly negative and at least one top holding has shown weak performance, which could signal near-term volatility.
DFJ vs. SPDR S&P 500 ETF (SPY)
AUM444.39M
RegionAsia-Pacific
Expense Ratio0.58%
Beta0.64
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield2.38%
Asset ClassEquity
Index TrackedWisdomTree Japan SmallCap Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume15,893
30 Day Avg. Volume30,739
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
The WisdomTree Japan SmallCap Dividend Fund (DFJ) is an ETF that tracks the WisdomTree Japan SmallCap Dividend Index. It focuses on smaller Japanese companies that pay regular dividends, giving investors a mix of potential growth and income. The fund spreads money across many sectors in Japan, including industrials, materials, and technology. Well-known names in the fund include Citizen Watch and NSK Ltd. Someone might invest in DFJ to diversify outside the U.S. and gain exposure to Japan’s smaller, growing firms. A key risk is that small-cap stocks in one country can be more volatile and can go up and down sharply with the 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 leans into Japan’s hometown heroes: regional banks like Daishi Hokuetsu and Chugin are rising and quietly powering the fund, while Yamaguchi Financial adds steady financial ballast. On the industrial side, INFRONEER and Hazama Ando are climbing, reflecting solid infrastructure and construction demand. Tech distributor MACNICA is another bright spot, giving the portfolio a modern edge. Citizen Watch and Nippon Shokubai are more mixed near term, occasionally losing steam, but still supportive over the year. Overall, it’s a Japan-only, small-cap, dividend-focused mix with a tilt toward financials and industrials.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Daishi Hokuetsu Financial Group, Inc. | 0.88% | $3.90M | ¥735.67B | 87.65% | 79 Outperform | |
| Chugin Financial Group,Inc. | 0.77% | $3.40M | ¥681.08B | 72.16% | 63 Neutral | |
| Yamaguchi Financial Group | 0.63% | $2.80M | ¥676.65B | 1.09% | 77 Outperform | |
| INFRONEER Holdings Inc. | 0.57% | $2.55M | ¥668.06B | 61.75% | 76 Outperform | |
| MACNICA HOLDINGS INC. | 0.57% | $2.54M | ¥744.76B | 108.38% | 72 Outperform | |
| Citizen Watch Co | 0.56% | $2.49M | ¥584.68B | 127.12% | 82 Outperform | |
| ― | 0.56% | $2.49M | ― | ― | ― | |
| Nippon Shokubai Co., Ltd. | 0.53% | $2.36M | ¥379.40B | 40.18% | 71 Outperform | |
| Exedy Corporation | 0.52% | $2.30M | ¥205.24B | 31.36% | 74 Outperform | |
| ― | 0.51% | $2.28M | ― | ― | ― |
DFJ Technical Analysis
Positive
―
Price Trends
113.59
Positive
109.59
Positive
105.79
Positive
Market Momentum
0.74
Positive
56.43
Neutral
52.59
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFJ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 115.86, equal to the 50-day MA of 113.59, and equal to the 200-day MA of 105.79, indicating a bullish trend. The MACD of 0.74 indicates Positive momentum. The RSI at 56.43 is Neutral, neither overbought nor oversold. The STOCH value of 52.59 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DFJ.
DFJ Peer Comparison
Comparison Results
Performance Comparison
DFJ
WisdomTree Japan SmallCap Dividend Fund
116.60
25.77
28.37%
DBJP
Xtrackers MSCI Japan Hedged Equity ETF
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―
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OPPJ
WisdomTree Japan Opportunities Fund
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―
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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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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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