DXJ vs VTI
WisdomTree Japan Hedged Equity Fund vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. DXJ delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | DXJ | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.48% | 0.03% | |
| AUM | $7.4B | $666.9B | |
| Dividend Yield | 0.96% | 1.07% | |
| Holdings | 430 | 3,543 | |
| YTD Return | +23.27% | +13.14% | |
| 1Y Return | +42.89% | +22.35% | |
| 3Y Return (annualized) | +32.00% | +21.83% | |
| 5Y Return (annualized) | +28.00% | +12.01% | |
| Volatility (annualized) | 17.1% | 15.3% | |
| Max Drawdown | -51.1% | -56.6% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | May 24, 2001 |
DXJ vs VTI Performance
WisdomTree Japan Hedged Equity Fund (DXJ) is a ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DXJ returned +42.89% while VTI returned +22.35%. Year to date, DXJ is up 23.27% versus a gain of 13.14% for VTI.
Over three years, DXJ compounded at +32.00% per year against +21.83% for VTI; over five years the annualized figures are +28.00% and +12.01% respectively. Across the full 20-year window we track, VTI has the edge at +8.09% annualized vs +7.26%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DXJ has been the more volatile fund, with annualized monthly volatility of 17.1% compared with 15.3% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -51.1% for DXJ and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.63. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DXJ charges 0.48% per year while VTI charges 0.03%. On a $10,000 position that is $48 vs $3 annually, a gap of $45 per year that compounds over a long holding period. On income, DXJ currently yields 0.96% against 1.07% for VTI.
Holdings Overlap
DXJ and VTI share 0 holdings out of 3201 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DXJ or VTI?
DXJ has an expense ratio of 0.48% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $45 per year of difference.
Which performed better, DXJ or VTI?
Over the past year DXJ returned +42.89% vs +22.35% for VTI, so DXJ leads on 1-year performance. Over the longest common window we track (20 years), DXJ annualized +7.26% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, DXJ or VTI?
DXJ has been the more volatile fund at 17.1% annualized versus 15.3% for VTI. Worst drawdown: DXJ -51.1% vs VTI -56.6%.
Should I hold both DXJ and VTI?
DXJ and VTI have a monthly-return correlation of 0.63, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DXJ and VTI?
DXJ and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3201 unique securities.
Which pays a higher dividend, DXJ or VTI?
DXJ yields 0.96% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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