OPPE vs VXUS
WisdomTree European Opportunities Fund vs Vanguard Total International Stock ETF
Which is better, OPPE or VXUS?
Small Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. OPPE led over 1Y, 3Y, 5Y and the full window.
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 | VXUS |
|---|---|---|
| Expense Ratio | 0.58% | 0.05%Best |
| AUM | $296M | $158.1B |
| Dividend Yield | 2.58% | 2.51% |
| Holdings | 105 | 8,747 |
| YTD Return | +17.83%Best | +13.64% |
| 1Y Return | +27.32%Best | +20.82% |
| 3Y Return (annualized) | +25.07%Best | +19.58% |
| 5Y Return (annualized) | +14.53%Best | +9.14% |
| Volatility (annualized) | 16.2% | 14.9%Best |
| Max Drawdown | -39.3%Best | -39.9% |
| $10,000 over 5 years | $19,706Best | $15,485 |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Mar 4, 2015 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Mar 4, 2015 to Sep 17, 2026 (11.5 years).
OPPE vs VXUS 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 VXUS Performance
WisdomTree European Opportunities Fund (OPPE) is an ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year OPPE returned +27.32% while VXUS returned +20.82%. Year to date, OPPE is up 17.83% versus a gain of 13.64% for VXUS.
Over three years, OPPE compounded at +25.07% per year against +19.58% for VXUS; over five years the annualized figures are +14.53% and +9.14% respectively. Across the full 12-year window we track, OPPE has the edge at +9.74% annualized vs +6.25%.
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 14.9% for VXUS. 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 -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
OPPE charges 0.58% per year while VXUS charges 0.05%. On a $10,000 position that is $58 vs $5 annually, a gap of $53 per year that compounds over a long holding period. On income, OPPE currently yields 2.58% against 2.51% for VXUS.
Holdings Overlap
At least 65.4% of OPPE's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
64 positions in common, counted across the 91 positions we hold weights for in OPPE and 8,082 in VXUS, against full books of 105 and 8,747.
Top Shared Holdings
| Stock | Weight in OPPE | Weight in VXUS | Difference |
|---|---|---|---|
| TKAG:SGThyssenkrupp Ag | 2.77% | 0.02% | 2.75% |
| MT:LUArcelormittal | 2.69% | 0.07% | 2.62% |
| ABBN:SMAbb Ltd.[Abbn] | 1.91% | 0.34% | 1.57% |
| ENI:MIEni S.P.A. Ord | 2.09% | 0.11% | 1.98% |
| SKAB:LNSkanska Ab B Shs | 2.00% | 0.02% | 1.98% |
| ZALG:SGZalando | 1.96% | 0.02% | 1.94% |
| SU:PASchneider Electric | 1.51% | 0.41% | 1.10% |
| ALEP:PLAllegro.Eu Sa | 1.76% | 0.03% | 1.73% |
| NOVN:SMNovartis Ag – Class N | 1.13% | 0.65% | 0.48% |
| DANSKE:CODanske Bank A.s. | 1.67% | 0.08% | 1.59% |
65.4% of OPPE is already inside VXUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, OPPE or VXUS?
OPPE has an expense ratio of 0.58% while VXUS charges 0.05%. VXUS is the cheaper option, by $53 a year on a $10,000 investment.
Which performed better, OPPE or VXUS?
Over the past year OPPE returned +27.32% vs +20.82% for VXUS, so OPPE leads on 1-year performance. Over the longest common window we track (12 years), OPPE annualized +9.74% vs +6.25% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OPPE or VXUS?
OPPE has been the more volatile fund at 16.2% annualized versus 14.9% for VXUS. Worst drawdown: OPPE -39.3% vs VXUS -39.9%.
Should I hold both OPPE and VXUS?
OPPE and VXUS have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between OPPE and VXUS?
At least 65.4% of OPPE's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 64 positions in common, counted across the 91 positions we hold weights for in OPPE and 8,082 in VXUS.
Which pays a higher dividend, OPPE or VXUS?
OPPE yields 2.58% while VXUS yields 2.51%, so OPPE currently pays the higher dividend yield.
Is VXUS better than OPPE?
VXUS has a lower expense ratio. OPPE led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.