DXJ - ETF AI Analysis
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WisdomTree Japan Hedged Equity Fund (DXJ)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The fund has shown strong gains so far this year and over recent months, indicating solid momentum.
Leading Financial and Industrial Holdings
Several major bank, insurance, and industrial stocks in the top holdings have delivered strong results, helping drive the ETF’s returns.
Broad Sector Spread Within Japan
Exposure across many sectors—such as industrials, financials, consumer cyclical, technology, and health care—helps reduce the impact of weakness in any single industry.
Negative Factors
Japan-Heavy Geographic Concentration
The ETF is overwhelmingly invested in Japanese companies, so its performance is highly tied to Japan’s market and economy.
Mixed Performance Among Top Holdings
A few large positions, including a major automaker and a telecom company, have shown weak or negative performance, which can drag on overall returns.
Moderate Expense Ratio
The fund’s fees are not extremely high but are meaningfully above the cheapest index ETFs, slightly reducing the net return to investors.
DXJ vs. SPDR S&P 500 ETF (SPY)
AUM7.18B
RegionAsia-Pacific
Expense Ratio0.48%
Beta0.79
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield0.9%
Asset ClassEquity
Index TrackedWisdomTree Japan Hedged Equity Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume231,950
30 Day Avg. Volume277,011
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
209.64Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering424
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 yen–U.S. dollar currency swings. It owns many types of companies, including banks, car makers, and tech firms, with well-known names like Toyota Motor and Mitsubishi UFJ Financial Group among its top holdings. Investors might consider DXJ to diversify internationally and tap into potential growth in Japan without worrying as much about currency moves. A key risk is that Japanese stock prices can still rise or fall 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 on Japan’s big financial groups, with Mizuho and Sumitomo Mitsui acting as key engines of recent gains, while Mitsubishi UFJ is more mixed and occasionally losing steam. Toyota, a flagship auto name, has been choppy and is currently more of a drag than a driver. Tokyo Electron adds a punch of semiconductor exposure, with long-term strength but short-term bumps. Defensive names like Japan Tobacco and Takeda help steady the ship. Overall, this is a Japan-only play, tilted toward banks and industrials rather than flashy tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Mitsubishi UFJ Financial Group | 4.83% | $342.00M | ¥40.50T | 47.42% | 76 Outperform | |
| Sumitomo Mitsui Financial Group | 3.70% | $262.39M | ¥25.60T | 59.65% | 77 Outperform | |
| Toyota Motor | 3.67% | $259.83M | ¥34.35T | -4.43% | 80 Outperform | |
| Mizuho Financial Group | 3.09% | $219.11M | ¥21.08T | 68.92% | 77 Outperform | |
| Tokio Marine Holdings | 2.99% | $212.14M | ¥14.95T | 17.65% | 66 Neutral | |
| Japan Tobacco | 2.54% | $179.86M | ¥12.41T | 28.46% | 75 Outperform | |
| Tokyo Electron | 2.51% | $177.82M | ¥29.08T | 98.02% | 73 Outperform | |
| Mitsubishi | 2.40% | $170.04M | ¥15.63T | 20.83% | 60 Neutral | |
| Nippon Telegraph and Telephone | 2.36% | $167.09M | ¥14.67T | 9.50% | 73 Outperform | |
| Takeda Pharmaceutical Co | 1.88% | $133.29M | ¥9.20T | 18.67% | 66 Neutral |
DXJ Technical Analysis
Positive
―
Price Trends
178.64
Positive
175.66
Positive
166.75
Positive
Market Momentum
1.10
Negative
52.21
Neutral
65.19
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DXJ, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 179.94, equal to the 50-day MA of 178.64, and equal to the 200-day MA of 166.75, indicating a bullish trend. The MACD of 1.10 indicates Negative momentum. The RSI at 52.21 is Neutral, neither overbought nor oversold. The STOCH value of 65.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DXJ.
DXJ Peer Comparison
Comparison Results
Performance Comparison
DXJ
WisdomTree Japan Hedged Equity Fund
180.66
54.71
43.44%
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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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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