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OPPE vs SEPW

Comparison between WISDOMTREE EUROPEAN OPPORTUNITIES FUND (OPPE, ETF) and ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF (SEPW, ETF).

OPPE vs SEPW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OPPE
$289M
Winner
SEPW
$289M
Expense Ratio
Winner
OPPE
0.58%
SEPW
0.74%
Max Drawdown
OPPE
39.28%
Winner
SEPW
8.43%
Sharpe Ratio
OPPE
1.47
Winner
SEPW
1.67
5Y Beta
OPPE
0.73
Winner
SEPW
0.39
5Y Dividends CAGR
OPPE
8.75%
SEPW
N/A

OPPE vs SEPW - Historical Returns

Returns include dividend reinvestment.

1M
OPPE
+0.32%
Winner
SEPW
+0.82%
3M
Winner
OPPE
+6.52%
SEPW
+3.37%
6M
Winner
OPPE
+14.31%
SEPW
+4.23%
1Y
Winner
OPPE
+25.65%
SEPW
+12.39%
5Y(CAGR)
OPPE
+13.63%
SEPW
N/A
10Y(CAGR)
OPPE
+12.19%
SEPW
N/A
Max(CAGR)
Winner
OPPE
+11.06%
SEPW
+10.60%

OPPE vs SEPW - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearOPPESEPW
2026+9.54%+3.79%
2025+38.89%+10.49%
2024+10.81%+11.36%
2023+16.70%+3.74%
2022-12.53%N/A
2021+22.02%N/A
2020-4.54%N/A
2019+27.80%N/A
2018-13.84%N/A
2017+19.54%N/A
2016+8.87%N/A
2015+2.14%N/A

OPPE vs SEPW Drawdown Comparison

The maximum drawdown for OPPE was -39.28%, occurring on Mar 18, 2020. Recovery took 249 trading sessions.

The maximum drawdown for SEPW was -8.43%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The current OPPE drawdown is -2.59%. The current SEPW drawdown is -0.42%.

RankOPPESEPW
#1-39.28%
Feb 19, 2020 - Feb 12, 2021
-8.43%
Feb 19, 2025 - Jun 3, 2025
#2-24.53%
Jan 4, 2022 - Nov 29, 2023
-4.24%
Sep 1, 2023 - Nov 14, 2023
#3-20.65%
Jan 22, 2018 - Oct 25, 2019
-3.19%
Feb 9, 2026 - Apr 9, 2026
#4-19.64%
Apr 15, 2015 - Dec 15, 2016
-1.87%
Oct 28, 2025 - Nov 28, 2025
#5-15.04%
Mar 19, 2025 - May 2, 2025
-1.82%
Jul 31, 2024 - Aug 13, 2024
#6-9.08%
May 31, 2024 - Jan 17, 2025
-1.74%
Aug 30, 2024 - Sep 13, 2024
#7-8.83%
Feb 25, 2026 - Apr 8, 2026
-1.73%
Mar 28, 2024 - May 6, 2024
#8-5.39%
Nov 16, 2021 - Jan 4, 2022
-1.27%
Oct 8, 2025 - Oct 21, 2025
#9-4.63%
Nov 12, 2025 - Dec 11, 2025
-1.26%
Dec 16, 2024 - Dec 26, 2024
#10-4.60%
Sep 1, 2021 - Nov 3, 2021
-1.21%
Oct 22, 2024 - Nov 6, 2024
#11-4.46%
Jul 23, 2025 - Aug 22, 2025
-1.17%
Dec 26, 2024 - Jan 17, 2025
#12-4.05%
Jun 2, 2017 - Sep 20, 2017
-0.89%
Jan 12, 2026 - Jan 26, 2026
#13-4.02%
Jan 2, 2020 - Feb 11, 2020
-0.87%
Dec 28, 2023 - Jan 10, 2024
#14-3.98%
May 6, 2026 - May 26, 2026
-0.87%
Feb 2, 2026 - Feb 9, 2026
#15-3.95%
Nov 1, 2017 - Jan 3, 2018
-0.77%
Jul 28, 2025 - Aug 6, 2025

Correlation

Correlation between OPPE and SEPW is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

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