GUT vs OPPJ

Comparison between Gabelli Utility Trust (GUT, ETF) and WISDOMTREE JAPAN OPPORTUNITIES FUND (OPPJ, ETF).

5-Year PerformanceOPPJ has outperformed GUT, delivering a return of +24.5% compared to +5.3%

GUT vs OPPJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GUT(ETF)	OPPJ(ETF)
Net Assets	$281M	$280M
Expense Ratio	N/A	0.58%
Max Drawdown	57.58%	41.67%
Sharpe Ratio	0.65	2.10
5Y Beta	0.39	0.72
5Y Dividends CAGR	2.15%	19.10%

Net Assets

Winner

GUT

$281M

OPPJ

$280M

Expense Ratio

GUT

N/A

OPPJ

0.58%

Max Drawdown

GUT

57.58%

Winner

OPPJ

41.67%

Sharpe Ratio

GUT

0.65

Winner

OPPJ

2.10

5Y Beta

Winner

GUT

0.39

OPPJ

0.72

5Y Dividends CAGR

GUT

2.15%

Winner

OPPJ

19.10%

GUT vs OPPJ - Historical Returns

Returns include dividend reinvestment.

Period	GUT	OPPJ
1 month	-1.09%	-2.21%
3 months	+4.02%	+4.52%
6 months	+8.89%	+13.69%
1 year	+13.53%	+52.54%
5 years(CAGR)	+5.27%	+24.48%
10 years(CAGR)	+8.86%	+17.08%
Max(CAGR)	+8.32%	+15.10%

Winner

GUT

-1.09%

OPPJ

-2.21%

GUT

+4.02%

Winner

OPPJ

+4.52%

GUT

+8.89%

Winner

OPPJ

+13.69%

GUT

+13.53%

Winner

OPPJ

+52.54%

5Y(CAGR)

GUT

+5.27%

Winner

OPPJ

+24.48%

10Y(CAGR)

GUT

+8.86%

Winner

OPPJ

+17.08%

Max(CAGR)

GUT

+8.32%

Winner

OPPJ

+15.10%

GUT vs OPPJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	GUT	OPPJ
2026	+11.06%	+21.72%
2025	+31.06%	+37.19%
2024	+4.26%	+20.96%
2023	-22.49%	+37.82%
2022	-1.07%	+4.96%
2021	+11.29%	+13.87%
2020	+13.94%	-4.33%
2019	+42.58%	+18.34%
2018	-8.15%	-18.95%
2017	+22.38%	+27.62%
2016	+21.28%	+10.84%
2015	-14.62%	+15.70%
2014	+25.25%	+11.26%
2013	+11.09%	+14.31%
2012	-12.76%	N/A
2011	+33.98%	N/A
2010	-20.95%	N/A
2009	+59.59%	N/A
2008	-32.37%	N/A
2007	+4.06%	N/A
2006	+18.22%	N/A
2005	+5.52%	N/A
2004	+5.46%	N/A
2003	+20.15%	N/A
2002	-0.73%	N/A
2001	+12.68%	N/A
2000	+23.64%	N/A
1999	-3.17%	N/A

GUT vs OPPJ Drawdown Comparison

The maximum drawdown for GUT was -52.79%, occurring on Oct 10, 2008. Recovery took 304 trading sessions.

The maximum drawdown for OPPJ was -39.27%, occurring on Mar 16, 2020. Recovery took 800 trading sessions.

The current GUT drawdown is -8.70%. The current OPPJ drawdown is -6.26%.

Rank	GUT	OPPJ
#1	-52.79% Sep 11, 2008 - Nov 24, 2009	-39.27% Jan 8, 2018 - Mar 15, 2021
#2	-42.14% Feb 12, 2020 - Aug 4, 2020	-23.74% Aug 10, 2015 - Dec 7, 2016
#3	-35.57% Dec 14, 2009 - Dec 16, 2011	-16.49% Jul 16, 2024 - Dec 27, 2024
#4	-33.94% Jan 9, 2023 - Jul 9, 2025	-14.50% Mar 27, 2025 - May 12, 2025
#5	-25.63% May 9, 2002 - May 15, 2003	-14.50% Sep 16, 2021 - Nov 22, 2022
#6	-24.25% Aug 14, 2012 - May 23, 2014	-11.84% Jan 21, 2014 - Jul 1, 2014
#7	-21.24% Jul 10, 2003 - Jan 12, 2004	-11.35% Sep 26, 2014 - Oct 31, 2014
#8	-20.72% Jan 29, 2015 - May 24, 2016	-9.82% Feb 12, 2026 - Apr 8, 2026
#9	-19.94% Jan 11, 2022 - Aug 16, 2022	-8.77% Jul 18, 2013 - Sep 20, 2013
#10	-17.75% Feb 16, 2018 - Feb 8, 2019	-8.35% May 14, 2026 - Jul 17, 2026
#11	-17.63% Sep 19, 2005 - Oct 31, 2006	-8.35% Mar 22, 2021 - Sep 7, 2021
#12	-17.13% Sep 12, 2022 - Jan 6, 2023	-8.14% Mar 13, 2017 - May 3, 2017
#13	-16.27% Feb 10, 2021 - Jun 24, 2021	-8.11% Jun 23, 2015 - Aug 5, 2015
#14	-14.70% Mar 29, 2004 - Aug 3, 2004	-7.52% Sep 19, 2023 - Nov 30, 2023
#15	-13.14% Apr 16, 2007 - Jul 9, 2008	-7.13% Mar 8, 2023 - Apr 24, 2023

Correlation

Correlation between GUT and OPPJ is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2000 - 2026)

GUT vs OPPJ dividend yield comparison.

Year	GUT	OPPJ
2026	5.50%	0.69%
2025	9.95%	1.78%
2024	11.72%	4.02%
2023	11.06%	2.71%
2022	7.98%	2.63%
2021	7.28%	2.96%
2020	7.38%	3.04%
2019	7.72%	2.17%
2018	10.09%	2.06%
2017	8.44%	1.53%
2016	9.52%	1.66%
2015	10.52%	3.61%
2014	8.19%	8.65%
2013	9.38%	0.21%
2012	9.53%	0.00%
2011	7.69%	0.00%
2010	11.27%	0.00%
2009	8.05%	0.00%
2008	12.20%	0.00%
2007	7.58%	0.00%
2006	7.24%	0.00%
2005	7.77%	0.00%
2004	7.74%	0.00%
2003	7.50%	0.00%
2002	8.26%	0.00%
2001	7.29%	0.00%
2000	7.43%	0.00%