IVV vs OPPG
iShares Core S&P 500 ETF vs WisdomTree GeoAlpha Opportunities Fund
Quick Verdict
IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | OPPG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | - | |
| AUM | $865.2B | - | |
| Dividend Yield | 1.09% | - | |
| Holdings | 508 | 62 | |
| YTD Return | +14.50% | +4.10% | |
| 1Y Return | +22.02% | - | |
| 3Y Return (annualized) | +21.80% | - | |
| 5Y Return (annualized) | +13.37% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -1.1% | |
| Fund Family | iShares by BlackRock (US) | WisdomTree Investments | |
| Category | Equity | - | |
| Inception | May 15, 2000 | - |
IVV vs OPPG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and WisdomTree GeoAlpha Opportunities Fund (OPPG) is a ETF from WisdomTree Investments. Year to date, IVV is up 14.50% versus a gain of 4.10% for OPPG.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -1.1% for OPPG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Holdings Overlap
IVV and OPPG share 26 holdings out of 541 unique holdings combined, representing a 9.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
What is the holdings overlap between IVV and OPPG?
IVV and OPPG share 26 common holdings with a 9.2% weight overlap. Combined, they hold 541 unique securities.
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