OPPJ vs VXUS

OPPJ vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. OPPJ delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: OPPJMore Diversified: VXUS

Side-by-Side Comparison

MetricOPPJVXUSWinner
Expense Ratio0.58%0.05%
AUM$286M$158.1B
Dividend Yield1.13%2.59%
Holdings1038,747
YTD Return+25.40%+15.22%
1Y Return+52.61%+26.86%
3Y Return (annualized)+32.61%+20.34%
5Y Return (annualized)+25.43%+9.38%
Volatility (annualized)14.8%15.1%
Max Drawdown-41.7%-39.9%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJun 28, 2013Jan 26, 2011

OPPJ vs VXUS Performance

WisdomTree Japan Opportunities Fund (OPPJ) is a ETF from WisdomTree Investments and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year OPPJ returned +52.61% while VXUS returned +26.86%. Year to date, OPPJ is up 25.40% versus a gain of 15.22% for VXUS.

Over three years, OPPJ compounded at +32.61% per year against +20.34% for VXUS; over five years the annualized figures are +25.43% and +9.38% respectively. Across the full 13-year window we track, OPPJ has the edge at +13.30% annualized vs +4.89%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

OPPJ charges 0.58% per year while VXUS charges 0.05%. On a $10,000 position that is $58 vs $5 annually, a gap of $53 per year that compounds over a long holding period. On income, OPPJ currently yields 1.13% against 2.59% for VXUS.

Holdings Overlap

2.4%overlap

OPPJ and VXUS share 61 holdings out of 7896 unique holdings combined, representing a 2.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in OPPJWeight in VXUSDifference
8053:JP7.40%0.10%7.30%
8002:JP7.33%0.13%7.20%
8031:JP6.55%0.21%6.34%
285A:JPProProPro
8001:JPProProPro
8766:JPProProPro
8035:JPProProPro
6101:JPProProPro
9434:JPProProPro
4901:JPProProPro
FundXLS Pro
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Frequently Asked Questions

Which is cheaper, OPPJ or VXUS?

OPPJ has an expense ratio of 0.58% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $53 per year of difference.

Which performed better, OPPJ or VXUS?

Over the past year OPPJ returned +52.61% vs +26.86% for VXUS, so OPPJ leads on 1-year performance. Over the longest common window we track (13 years), OPPJ annualized +13.30% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, OPPJ or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 14.8% for OPPJ. Worst drawdown: OPPJ -41.7% vs VXUS -39.9%.

Should I hold both OPPJ and VXUS?

OPPJ and VXUS have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between OPPJ and VXUS?

OPPJ and VXUS share 61 common holdings with a 2.4% weight overlap. Combined, they hold 7896 unique securities.

Which pays a higher dividend, OPPJ or VXUS?

OPPJ yields 1.13% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.

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