OPPG vs SCHD
WisdomTree GeoAlpha Opportunities Fund ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | OPPG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.06% | |
| AUM | $2M | $112.2B | |
| Dividend Yield | 0.55% | 3.13% | |
| Holdings | 75 | 103 | |
| YTD Return | +11.95% | +27.60% | |
| 1Y Return | +26.96% | +29.63% | |
| 3Y Return (annualized) | - | +16.43% | |
| 5Y Return (annualized) | - | +10.05% | |
| Volatility (annualized) | 12.9% | 13.6% | |
| Max Drawdown | -11.7% | -33.4% | |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 8, 2025 | Oct 20, 2011 |
OPPG vs SCHD Performance
WisdomTree GeoAlpha Opportunities Fund ETF (OPPG) is a ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year OPPG returned +26.96% while SCHD returned +29.63%. Year to date, OPPG is up 11.95% versus a gain of 27.60% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 12.9% for OPPG. 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 -11.7% for OPPG and -33.4% for SCHD. 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 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
OPPG charges 0.58% per year while SCHD charges 0.06%. On a $10,000 position that is $58 vs $6 annually, a gap of $52 per year that compounds over a long holding period. On income, OPPG currently yields 0.55% against 3.13% for SCHD.
Holdings Overlap
OPPG and SCHD share 6 holdings out of 161 unique holdings combined, representing a 8.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OPPG or SCHD?
OPPG has an expense ratio of 0.58% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $52 per year of difference.
Which performed better, OPPG or SCHD?
Over the past year OPPG returned +26.96% vs +29.63% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), OPPG annualized +21.51% vs +11.54% for SCHD. Past performance does not guarantee future results.
Which is riskier, OPPG or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 12.9% for OPPG. Worst drawdown: OPPG -11.7% vs SCHD -33.4%.
Should I hold both OPPG and SCHD?
OPPG and SCHD have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OPPG and SCHD?
OPPG and SCHD share 6 common holdings with a 8.4% weight overlap. Combined, they hold 161 unique securities.
Which pays a higher dividend, OPPG or SCHD?
OPPG yields 0.55% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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