China, India & Japan

Top category "WisdomTree International Equity Markets" is hidden please check in administration to make it visible

Parent category "International Equity" is hidden please check in administration to make it visible

Draft theme Never published

China, India & Japan

WisdomTree strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance

Pioneering alternative weighting methods commonly referred to as “smart beta”, WisdomTree ETFs in fact are not beta, smart or otherwise—they are an investment innovation we call "Modern Alpha®".

Modern Alpha® combines the outperformance potential of active management by selecting securities a portfolio manager believe to be the best in attempting to outperform the market with the benefits of passive management—to offer investors cost-effective funds that are built for performance.

 

WisdomTree China, India & Japan ETFs offer insights on Asia's largest growth markets with a focus on  companies screened for profitability according to a Modern Alpha® process

  • after excluding State-owned enterprises (SOEs), selection of ex-SOEs on the basis of fundamental metrics, such as return-on-assets (ROA) or return-on-equity (ROE) - CXSE (China) or IXSE (India)
  • tracking Indian equity by company earnings potential - EPI 
  • tracking Japanese equity by size (small cap) and dividend potential - DFJ
  • hedging of the exposure to fluctuations between the U.S. dollar and the Japanese yen - DXJ

 

WisdomTree International Equity Fund is the benchmark of this theme 

 

The choice of time frames - from one week to a year - will highlight trends in performance and risk (vlatility)

Volatility is always annualized for comparison purposes

 

As is the case for all the themes listed on the platform, further information can be accessed with hovering the mouse over a ticker or by clicking fund name / ticker

Expand any chart by double-click

The theme is not publicly available and presented for demo purposes only - this is also the case for the entire range of WisdomTree themes presented on the platform

Fund information is provided by ETF Global (updates pending) and end-of-day pricing by Sharadar

China, India & Japan • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
WisdomTree China ex-State-Owned Enterprises Fund CXSE NASDAQ - - - 202 M 55.2 % Neutral 27 %   18 % -25 %
WisdomTree India Earnings Fund EPI NYSEARCA - - - 792 M 88.9 % Weak Up 22 %   19 % -10 %
WisdomTree India ex-State-Owned Enterprises Fund IXSE NYSEARCA - - - 1.2 M 66.2 % Weak Up 22 %   18 % -9 %
WisdomTree Japan Hedged Equity Fund DXJ NYSEARCA - - - 2.1 B 32.2 % Neutral 18 %   15 % -11 %
WisdomTree Japan Hedged SmallCap Equity Fund DXJS NASDAQ - - - 47 M 20.4 % Neutral 18 %   14 % -8 %
WisdomTree Japan SmallCap Dividend Fund DFJ NYSEARCA - - - 253 M 18.3 % Neutral 18 %   16 % -8 %