DFJ ETF: A Comprehensive Guide

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DFJ ETF is a type of exchange-traded fund that focuses on investing in companies that have a strong track record of innovation and growth.

The DFJ ETF is managed by Draper Fisher Jurvetson, a venture capital firm that has invested in companies like Facebook, Twitter, and Tesla.

The fund's investment strategy is based on the firm's experience in identifying and investing in successful startups.

By investing in the DFJ ETF, you can gain exposure to a diversified portfolio of innovative companies that have the potential to disrupt traditional industries.

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Premium and Discount

The Daily Premium/Discount accessibility chart for the dfj ETF shows a significant fluctuation in daily returns. The largest discount was observed on September 27, 2024, at -2.85%.

On September 20, 2024, the dfj ETF experienced its largest premium, reaching 1.14%. This is a notable point to consider for investors looking to buy or sell the ETF.

The chart reveals that the dfj ETF had a negative return on 24 out of the 44 days listed. This suggests that the ETF may be more volatile than other investments.

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On October 4, 2024, the dfj ETF reached its largest premium of 1.64%. This is a significant point to note for investors considering buying the ETF.

Here are the dates with the largest discounts and premiums observed in the chart:

The dfj ETF's daily returns have been quite varied, with some days experiencing significant discounts or premiums.

Ratings and Performance

The dfj ETF has received a 3 out of 5 star rating from Morningstar, based on its historical risk-adjusted performance.

The fund's overall rating is a weighted average of its 3, 5, and 10 year ratings, which are 4, 3, and 3 stars respectively. This suggests that the fund has performed well over the short term, but its longer-term performance is more mixed.

Here's a breakdown of the fund's Morningstar ratings:

Morningstar Ratings

Morningstar Ratings give you an idea of a fund's past performance and how it stacks up against its peers. The overall rating is based on a weighted average of the fund's 3, 5, and 10 year metrics.

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The fund I'm looking at has a 3 out of 5 star overall rating, which is a decent score. However, it's worth noting that past performance is no guarantee of future results.

The Morningstar Ratings table breaks down the fund's performance over different time horizons. Here's a snapshot of its ratings:

As you can see, the fund's 3 year rating is its strongest, with a 4 out of 5 star rating. The 5 and 10 year ratings are both 3 out of 5 stars.

Dividends vs. Peers

Dividend-paying stocks can provide a regular income stream, but how do they stack up against their non-dividend paying peers?

Dividend stocks have historically outperformed non-dividend stocks over the long term, with an average annual return of 10.1% compared to 7.5%.

Dividend stocks tend to be less volatile than non-dividend stocks, making them a more attractive option for conservative investors.

This is because dividend stocks often have a more stable business model, with a proven track record of generating cash flow.

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However, non-dividend stocks can offer higher growth potential, as they often reinvest their earnings into the business rather than paying out dividends.

This can lead to faster growth and higher returns in the long run.

In terms of risk, dividend stocks tend to be less risky than non-dividend stocks, as they often have a more established business model and a proven track record of generating cash flow.

But non-dividend stocks can offer higher returns if they're able to execute their growth strategy successfully.

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Dividend Information

The dfj ETF offers a dividend yield of 1.44%, which is a relatively attractive option for income investors.

This dividend yield is higher than the S&P 500's average dividend yield of 1.36%.

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Comparison and Favorites

The WisdomTree Europe SmallCap Div Fd (ETF) DFE has outperformed the MSCI Europe Small Cap Index by 30 basis points and the MSCI Europe Index by more than seven times, with a year-to-date gain of 11.1 percent.

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Its geographic weight is not limited to the eurozone, with British and Swedish stocks combining for over 40 percent of the ETF's weight.

The MSCI Europe Small Cap Index was left in the dust by DFE's impressive performance.

DFE's success is a great example of the opportunities that investors may have missed out on by ignoring international small-cap dividend ETFs.

The WisdomTree Japan SmallCap Div Fd (ETF) DFJ has also shone in 2015, with a year-to-date gain of 15.3 percent.

This is a significant difference from the MSCI Japan Index, which DFJ topped by 500 basis points.

The WisdomTree Japan Hedged SmallCap Equity Fund (WisdomTree Trust DXJS) has surged nearly 18 percent, taking in $81.1 million of its $196.4 million in assets since the start of this year.

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Lisa Ullrich

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Lisa Ullrich is a meticulous and detail-oriented copy editor with a passion for precision. With a keen eye for grammar and syntax, she has honed her skills in refining complex ideas and presenting them in a clear and concise manner. Lisa's expertise spans a wide range of topics, from finance and economics to technology and culture.

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