OPPJ vs VTI
WisdomTree Japan Opportunities Fund vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. OPPJ delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | OPPJ | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.03% | |
| AUM | $286M | $666.9B | |
| Dividend Yield | 1.13% | 1.07% | |
| Holdings | 103 | 3,543 | |
| YTD Return | +22.46% | +13.38% | |
| 1Y Return | +46.28% | +21.12% | |
| 3Y Return (annualized) | +31.64% | +21.85% | |
| 5Y Return (annualized) | +24.91% | +12.44% | |
| Volatility (annualized) | 14.8% | 15.3% | |
| Max Drawdown | -41.7% | -56.6% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 28, 2013 | May 24, 2001 |
OPPJ vs VTI Performance
WisdomTree Japan Opportunities Fund (OPPJ) is a ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year OPPJ returned +46.28% while VTI returned +21.12%. Year to date, OPPJ is up 22.46% versus a gain of 13.38% for VTI.
Over three years, OPPJ compounded at +31.64% per year against +21.85% for VTI; over five years the annualized figures are +24.91% and +12.44% respectively. Across the full 13-year window we track, OPPJ has the edge at +13.09% annualized vs +8.10%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.8% for OPPJ. 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 -41.7% for OPPJ and -56.6% for VTI. 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 0.49. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
OPPJ charges 0.58% per year while VTI charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, OPPJ currently yields 1.13% against 1.07% for VTI.
Holdings Overlap
OPPJ and VTI share 0 holdings out of 2875 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, OPPJ or VTI?
OPPJ has an expense ratio of 0.58% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, OPPJ or VTI?
Over the past year OPPJ returned +46.28% vs +21.12% for VTI, so OPPJ leads on 1-year performance. Over the longest common window we track (13 years), OPPJ annualized +13.09% vs +8.10% for VTI. Past performance does not guarantee future results.
Which is riskier, OPPJ or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 14.8% for OPPJ. Worst drawdown: OPPJ -41.7% vs VTI -56.6%.
Should I hold both OPPJ and VTI?
OPPJ and VTI have a monthly-return correlation of 0.49, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between OPPJ and VTI?
OPPJ and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2875 unique securities.
Which pays a higher dividend, OPPJ or VTI?
OPPJ yields 1.13% while VTI yields 1.07%, so OPPJ currently pays the higher dividend yield.
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