OPPG vs VTI

Quick Verdict

VTI offers more diversification with 3,543 holdings.

Lower Fees: TiedHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricOPPGVTIWinner
Expense Ratio-0.03%
AUM-$663.5B
Dividend Yield-1.07%
Holdings623,543
YTD Return+4.10%+14.96%
1Y Return-+22.39%
3Y Return (annualized)-+21.51%
5Y Return (annualized)-+12.36%
Volatility (annualized)-15.4%
Max Drawdown-1.1%-56.6%
Fund FamilyWisdomTree InvestmentsVanguard (US)
Category-Equity
Inception-May 24, 2001

OPPG vs VTI Performance

WisdomTree GeoAlpha Opportunities Fund (OPPG) is a ETF from WisdomTree Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, OPPG is up 4.10% versus a gain of 14.96% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.1% for OPPG and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Holdings Overlap

8.0%overlap

OPPG and VTI share 31 holdings out of 2814 unique holdings combined, representing a 8.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in OPPGWeight in VTIDifference
GOOGL3.77%2.88%0.89%
META4.41%1.70%2.71%
CRM2.72%0.17%2.55%
DEProProPro
UPSProProPro
QCOMProProPro
KRProProPro
MPCProProPro
ADBEProProPro
IBMProProPro
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Frequently Asked Questions

What is the holdings overlap between OPPG and VTI?

OPPG and VTI share 31 common holdings with a 8.0% weight overlap. Combined, they hold 2814 unique securities.

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