OPPE vs VOO
WisdomTree European Opportunities Fund vs Vanguard S&P 500 ETF
Which is better, OPPE or VOO?
Small Cap Value against Large Cap Blend.
VOO has a lower expense ratio. OPPE led over 1Y, 3Y and 5Y, VOO over the full window. OPPE is less concentrated, with 22.4% of the fund in its ten largest positions against 37.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | OPPE | VOO |
|---|---|---|
| Expense Ratio | 0.58% | 0.03%Best |
| AUM | $296M | $997.4B |
| Dividend Yield | 2.58% | 1.04% |
| Holdings | 105 | 509 |
| YTD Return | +17.19%Best | +14.14% |
| 1Y Return | +26.22%Best | +17.31% |
| 3Y Return (annualized) | +25.23%Best | +23.16% |
| 5Y Return (annualized) | +14.62%Best | +13.85% |
| Volatility (annualized) | 16.2% | 15.0%Best |
| Max Drawdown | -39.3% | -34.3%Best |
| $10,000 over 5 years | $19,783Best | $19,128 |
| Top 10 Weight | 22.4%Best | 37.6% |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Mar 4, 2015 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Mar 4, 2015 to Sep 21, 2026 (11.6 years).
OPPE vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.6 years both funds cover.
OPPE vs VOO Performance
WisdomTree European Opportunities Fund (OPPE) is an ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year OPPE returned +26.22% while VOO returned +17.31%. Year to date, OPPE is up 17.19% versus a gain of 14.14% for VOO.
Over three years, OPPE compounded at +25.23% per year against +23.16% for VOO; over five years the annualized figures are +14.62% and +13.85% respectively. Across the full 12-year window we track, VOO has the edge at +12.74% annualized vs +9.68%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OPPE has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 15.0% for VOO. 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 -39.3% for OPPE and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
OPPE charges 0.58% per year while VOO charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, OPPE currently yields 2.58% against 1.04% for VOO.
Holdings Overlap
0.1% of VOO's money is in holdings OPPE also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 91 positions we hold weights for in OPPE and 494 in VOO, against full books of 105 and 509.
What only one of them owns
Our book lists 486 positions for VOO that do not appear in our book for OPPE (99.1% of the fund), and 7 for OPPE that do not appear in VOO (6.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in OPPE | Weight in VOO | Difference |
|---|---|---|---|
| KRKroger Co. | 0.01% | 0.05% | 0.04% |
You are not choosing between two funds in isolation.
Whichever of OPPE and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, OPPE or VOO?
OPPE has an expense ratio of 0.58% while VOO charges 0.03%. VOO is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, OPPE or VOO?
Over the past year OPPE returned +26.22% vs +17.31% for VOO, so OPPE leads on 1-year performance. Over the longest common window we track (12 years), OPPE annualized +9.68% vs +12.74% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OPPE or VOO?
OPPE has been the more volatile fund at 16.2% annualized versus 15.0% for VOO. Worst drawdown: OPPE -39.3% vs VOO -34.3%.
Should I hold both OPPE and VOO?
OPPE and VOO have a monthly-return correlation of 0.77, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, OPPE or VOO?
OPPE yields 2.58% while VOO yields 1.04%, so OPPE currently pays the higher dividend yield.
Is VOO better than OPPE?
VOO has a lower expense ratio. OPPE led over 1Y, 3Y and 5Y, VOO over the full window. OPPE is less concentrated, with 22.4% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.