OPPG vs VYM
WisdomTree GeoAlpha Opportunities Fund vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | OPPG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.04% | |
| AUM | - | $79.0B | |
| Dividend Yield | - | 2.86% | |
| Holdings | 62 | 568 | |
| YTD Return | +3.62% | +16.10% | |
| 1Y Return | - | +25.99% | |
| 3Y Return (annualized) | - | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -1.1% | -58.8% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | - | Equity | |
| Inception | - | Nov 10, 2006 |
OPPG vs VYM Performance
WisdomTree GeoAlpha Opportunities Fund (OPPG) is a ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, OPPG is up 3.62% versus a gain of 16.10% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -1.1% for OPPG and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Holdings Overlap
OPPG and VYM share 20 holdings out of 600 unique holdings combined, representing a 6.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
What is the holdings overlap between OPPG and VYM?
OPPG and VYM share 20 common holdings with a 6.5% weight overlap. Combined, they hold 600 unique securities.
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