OPPE vs VTI
WisdomTree European Opportunities Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, OPPE or VTI?
Small Cap Value against Large Cap Blend.
VTI has a lower expense ratio. OPPE led over 1Y, 3Y and 5Y, VTI over the full window. OPPE is less concentrated, with 22.4% of the fund in its ten largest positions against 33.3%.
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 | VTI |
|---|---|---|
| Expense Ratio | 0.58% | 0.03%Best |
| AUM | $296M | $666.9B |
| Dividend Yield | 2.58% | 1.03% |
| Holdings | 105 | 3,543 |
| YTD Return | +16.23%Best | +12.30% |
| 1Y Return | +25.23%Best | +16.08% |
| 3Y Return (annualized) | +24.30%Best | +21.01% |
| 5Y Return (annualized) | +14.72%Best | +12.36% |
| Volatility (annualized) | 16.2% | 15.4%Best |
| Max Drawdown | -39.3% | -35.0%Best |
| $10,000 over 5 years | $19,870Best | $17,908 |
| Top 10 Weight | 22.4%Best | 33.3% |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Mar 4, 2015 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Mar 4, 2015 to Sep 18, 2026 (11.5 years).
OPPE vs VTI 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 11.5 years both funds cover.
OPPE vs VTI Performance
WisdomTree European Opportunities Fund (OPPE) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year OPPE returned +25.23% while VTI returned +16.08%. Year to date, OPPE is up 16.23% versus a gain of 12.30% for VTI.
Over three years, OPPE compounded at +24.30% per year against +21.01% for VTI; over five years the annualized figures are +14.72% and +12.36% respectively. Across the full 12-year window we track, VTI has the edge at +12.07% annualized vs +9.61%.
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 15.4% 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 -39.3% for OPPE and -35.0% for VTI. 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 VTI 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 1.03% for VTI.
Holdings Overlap
We hold position weights for 91 holdings in OPPE and 3,463 in VTI, totalling 97.3% and 98.1% of the two funds. That is not enough of VTI to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.
1 positions in common, counted across the 91 positions we hold weights for in OPPE and 3,463 in VTI, against full books of 105 and 3,543.
What only one of them owns
Our book lists 1,149 positions for VTI that do not appear in our book for OPPE (97.4% of the fund), and 7 for OPPE that do not appear in VTI (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 VTI | Difference |
|---|---|---|---|
| KRKroger Co. | 0.01% | 0.04% | 0.03% |
You are not choosing between two funds in isolation.
Whichever of OPPE and VTI 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 VTI?
OPPE has an expense ratio of 0.58% while VTI charges 0.03%. VTI is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, OPPE or VTI?
Over the past year OPPE returned +25.23% vs +16.08% for VTI, so OPPE leads on 1-year performance. Over the longest common window we track (12 years), OPPE annualized +9.61% vs +12.07% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OPPE or VTI?
OPPE has been the more volatile fund at 16.2% annualized versus 15.4% for VTI. Worst drawdown: OPPE -39.3% vs VTI -35.0%.
Should I hold both OPPE and VTI?
OPPE and VTI 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 VTI?
OPPE yields 2.58% while VTI yields 1.03%, so OPPE currently pays the higher dividend yield.
Is VTI better than OPPE?
VTI has a lower expense ratio. OPPE led over 1Y, 3Y and 5Y, VTI over the full window. OPPE is less concentrated, with 22.4% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.