OPPE vs VTI
WisdomTree European Opportunities Fund vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. OPPE delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | OPPE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.81% | 0.03% | |
| AUM | $285M | $663.5B | |
| Dividend Yield | 2.74% | 1.07% | |
| Holdings | 105 | 3,543 | |
| YTD Return | +18.49% | +14.16% | |
| 1Y Return | +29.73% | +23.62% | |
| 3Y Return (annualized) | +25.10% | +21.43% | |
| 5Y Return (annualized) | +14.55% | +12.33% | |
| Volatility (annualized) | 16.3% | 15.3% | |
| Max Drawdown | -39.3% | -56.6% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 4, 2015 | May 24, 2001 |
OPPE vs VTI Performance
WisdomTree European Opportunities Fund (OPPE) is a ETF from WisdomTree Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year OPPE returned +29.73% while VTI returned +23.62%. Year to date, OPPE is up 18.49% versus a gain of 14.16% for VTI.
Over three years, OPPE compounded at +25.10% per year against +21.43% for VTI; over five years the annualized figures are +14.55% and +12.33% respectively. Across the full 11-year window we track, OPPE has the edge at +9.88% annualized vs +8.14%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OPPE has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 15.3% 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 -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 0.81% per year while VTI charges 0.03%. On a $10,000 position that is $81 vs $3 annually, a gap of $78 per year that compounds over a long holding period. On income, OPPE currently yields 2.74% against 1.07% for VTI.
Holdings Overlap
OPPE and VTI share 1 holdings out of 2870 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in OPPE | Weight in VTI | Difference |
|---|---|---|---|
| KR | 0.00% | 0.04% | 0.04% |
Frequently Asked Questions
Which is cheaper, OPPE or VTI?
OPPE has an expense ratio of 0.81% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $78 per year of difference.
Which performed better, OPPE or VTI?
Over the past year OPPE returned +29.73% vs +23.62% for VTI, so OPPE leads on 1-year performance. Over the longest common window we track (11 years), OPPE annualized +9.88% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, OPPE or VTI?
OPPE has been the more volatile fund at 16.3% annualized versus 15.3% for VTI. Worst drawdown: OPPE -39.3% vs VTI -56.6%.
Should I hold both OPPE and VTI?
OPPE and VTI have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OPPE and VTI?
OPPE and VTI share 1 common holdings with a 0.0% weight overlap. Combined, they hold 2870 unique securities.
Which pays a higher dividend, OPPE or VTI?
OPPE yields 2.74% while VTI yields 1.07%, so OPPE currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.