OPPG vs SCHD
WisdomTree GeoAlpha Opportunities Fund vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | OPPG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.06% | |
| AUM | - | $103.7B | |
| Dividend Yield | - | 3.31% | |
| Holdings | 62 | 104 | |
| YTD Return | +3.49% | +25.62% | |
| 1Y Return | - | +32.62% | |
| 3Y Return (annualized) | - | +15.58% | |
| 5Y Return (annualized) | - | +9.63% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -1.1% | -33.4% | |
| Fund Family | WisdomTree Investments | Charles Schwab Asset Management | |
| Category | - | Equity | |
| Inception | - | Oct 20, 2011 |
OPPG vs SCHD Performance
WisdomTree GeoAlpha Opportunities Fund (OPPG) is a ETF from WisdomTree Investments and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, OPPG is up 3.49% versus a gain of 25.62% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.1% 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.
Holdings Overlap
OPPG and SCHD share 5 holdings out of 157 unique holdings combined, representing a 7.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
What is the holdings overlap between OPPG and SCHD?
OPPG and SCHD share 5 common holdings with a 7.5% weight overlap. Combined, they hold 157 unique securities.
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