OPPG vs SPY
WisdomTree GeoAlpha Opportunities Fund vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | OPPG | SPY | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.09% | |
| AUM | - | $789.1B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 62 | 505 | |
| YTD Return | +2.65% | +13.68% | |
| 1Y Return | - | +21.53% | |
| 3Y Return (annualized) | - | +21.44% | |
| 5Y Return (annualized) | - | +13.18% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -1.1% | -56.5% | |
| Fund Family | WisdomTree Investments | State Street Investment Management | |
| Category | - | Equity | |
| Inception | - | Jan 22, 1993 |
OPPG vs SPY Performance
WisdomTree GeoAlpha Opportunities Fund (OPPG) is a ETF from WisdomTree Investments and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, OPPG is up 2.65% versus a gain of 13.68% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.1% for OPPG and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Holdings Overlap
OPPG and SPY share 25 holdings out of 540 unique holdings combined, representing a 9.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
What is the holdings overlap between OPPG and SPY?
OPPG and SPY share 25 common holdings with a 9.1% weight overlap. Combined, they hold 540 unique securities.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.