OPPJ vs VTI
WisdomTree Japan Opportunities Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, OPPJ or VTI?
Small Cap Value against Large Cap Blend.
VTI has a lower expense ratio. OPPJ led over 1Y, 3Y, 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 51.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | OPPJ | VTI |
|---|---|---|
| Expense Ratio | 0.58% | 0.03%Best |
| AUM | $289M | $666.9B |
| Dividend Yield | 1.11% | 1.03% |
| Holdings | 92 | 3,543 |
| YTD Return | +26.65%Best | +12.43% |
| 1Y Return | +42.37%Best | +15.92% |
| 3Y Return (annualized) | +30.77%Best | +22.42% |
| 5Y Return (annualized) | +24.50%Best | +12.37% |
| Volatility (annualized) | 14.8%Tie | 14.8%Tie |
| Max Drawdown | -41.7% | -35.0%Best |
| $10,000 over 5 years | $29,912Best | $17,916 |
| Top 10 Weight | 51.5% | 33.3%Best |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Jun 28, 2013 | May 24, 2001 |
Volatility and max drawdown are measured over the window both funds cover: Jun 28, 2013 to Sep 28, 2026 (13.3 years).
OPPJ vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 13.3 years both funds cover.
OPPJ vs VTI Performance
WisdomTree Japan Opportunities Fund (OPPJ) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year OPPJ returned +42.37% while VTI returned +15.92%. Year to date, OPPJ is up 26.65% versus a gain of 12.43% for VTI.
Over three years, OPPJ compounded at +30.77% per year against +22.42% for VTI; over five years the annualized figures are +24.50% and +12.37% respectively. Across the full 13-year window we track, OPPJ has the edge at +13.26% annualized vs +12.76%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
OPPJ and VTI have been equally volatile, both at 14.8% annualized.
The deepest peak-to-trough decline in our data was -41.7% for OPPJ and -35.0% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.49. They move together some of the time, and apart the rest.
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 1.11% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 88 holdings in OPPJ and 3,463 in VTI, totalling 98.6% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 88 positions we hold weights for in OPPJ and 3,463 in VTI, against full books of 92 and 3,543.
What only one of them owns
Our book lists 1,150 positions for VTI that do not appear in our book for OPPJ (97.5% of the fund), and 2 for OPPJ that do not appear in VTI (0.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of OPPJ and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $55 a year on a $10,000 investment.
Which performed better, OPPJ or VTI?
Over the past year OPPJ returned +42.37% vs +15.92% for VTI, so OPPJ leads on 1-year performance. Over the longest common window we track (13 years), OPPJ annualized +13.26% vs +12.76% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, OPPJ or VTI?
OPPJ and VTI have been equally volatile, both at 14.8% annualized. Worst drawdown: OPPJ -41.7% vs VTI -35.0%.
Should I hold both OPPJ and VTI?
OPPJ and VTI have a monthly-return correlation of 0.49, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, OPPJ or VTI?
OPPJ yields 1.11% while VTI yields 1.03%, so OPPJ currently pays the higher dividend yield.
Is VTI better than OPPJ?
VTI has a lower expense ratio. OPPJ led over 1Y, 3Y, 5Y and the full window. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 51.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.