OPPJ vs FTSD

Comparison between WISDOMTREE JAPAN OPPORTUNITIES FUND (OPPJ, ETF) and FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF (FTSD, ETF).

5-Year PerformanceOPPJ has outperformed FTSD, delivering a return of +24.6% compared to +2.4%

OPPJ vs FTSD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OPPJ(ETF)	FTSD(ETF)
Net Assets	$284M	$284M
Expense Ratio	0.58%	0.25%
Max Drawdown	41.67%	11.76%
Sharpe Ratio	2.34	0.33
5Y Beta	0.69	-0.02
5Y Dividends CAGR	7.73%	29.59%

Net Assets

Winner

OPPJ

$284M

FTSD

$284M

Expense Ratio

OPPJ

0.58%

Winner

FTSD

0.25%

Max Drawdown

OPPJ

41.67%

Winner

FTSD

11.76%

Sharpe Ratio

Winner

OPPJ

2.34

FTSD

0.33

5Y Beta

OPPJ

0.69

Winner

FTSD

-0.02

5Y Dividends CAGR

OPPJ

7.73%

Winner

FTSD

29.59%

OPPJ vs FTSD - Historical Returns

Returns include dividend reinvestment.

Period	OPPJ	FTSD
1 month	-0.91%	+0.09%
3 months	+6.19%	+0.40%
6 months	+27.87%	+1.36%
1 year	+60.96%	+4.28%
5 years(CAGR)	+24.56%	+2.45%
10 years(CAGR)	+16.86%	+2.05%
Max(CAGR)	+15.25%	+1.78%

OPPJ

-0.91%

Winner

FTSD

+0.09%

Winner

OPPJ

+6.19%

FTSD

+0.40%

Winner

OPPJ

+27.87%

FTSD

+1.36%

Winner

OPPJ

+60.96%

FTSD

+4.28%

5Y(CAGR)

Winner

OPPJ

+24.56%

FTSD

+2.45%

10Y(CAGR)

Winner

OPPJ

+16.86%

FTSD

+2.05%

Max(CAGR)

Winner

OPPJ

+15.25%

FTSD

+1.78%

OPPJ vs FTSD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	OPPJ	FTSD
2026	+21.48%	+0.81%
2025	+37.19%	+5.70%
2024	+20.96%	+5.20%
2023	+37.82%	+4.83%
2022	+4.96%	-3.10%
2021	+13.87%	-0.87%
2020	-4.33%	+3.00%
2019	+18.34%	+2.64%
2018	-18.95%	+1.64%
2017	+27.62%	+0.92%
2016	+10.84%	+0.90%
2015	+15.70%	+0.68%
2014	+11.26%	+0.77%
2013	+14.31%	+0.38%

OPPJ vs FTSD Drawdown Comparison

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

The maximum drawdown for FTSD was -5.32%, occurring on Oct 20, 2022. Recovery took 718 trading sessions.

The current OPPJ drawdown is -6.44%. The current FTSD drawdown is -0.17%.

Rank	OPPJ	FTSD
#1	-39.27% Jan 8, 2018 - Mar 15, 2021	-5.32% Feb 5, 2021 - Dec 13, 2023
#2	-23.74% Aug 10, 2015 - Dec 7, 2016	-0.96% Mar 6, 2020 - Apr 9, 2020
#3	-16.49% Jul 16, 2024 - Dec 27, 2024	-0.93% Apr 8, 2025 - Jun 4, 2025
#4	-14.50% Mar 27, 2025 - May 12, 2025	-0.87% Oct 3, 2016 - Jan 23, 2017
#5	-14.50% Sep 16, 2021 - Nov 22, 2022	-0.86% Jun 21, 2016 - Sep 30, 2016
#6	-11.84% Jan 21, 2014 - Jul 1, 2014	-0.76% Aug 3, 2015 - Jan 29, 2016
#7	-11.35% Sep 26, 2014 - Oct 31, 2014	-0.60% May 29, 2018 - Aug 10, 2018
#8	-9.82% Feb 12, 2026 - Apr 8, 2026	-0.57% Jan 29, 2016 - May 13, 2016
#9	-8.77% Jul 18, 2013 - Sep 20, 2013	-0.56% Jan 23, 2015 - Apr 30, 2015
#10	-8.35% Mar 22, 2021 - Sep 7, 2021	-0.51% Dec 27, 2017 - May 23, 2018
#11	-8.14% Mar 13, 2017 - May 3, 2017	-0.50% Dec 31, 2018 - Feb 20, 2019
#12	-8.11% Jun 23, 2015 - Aug 5, 2015	-0.49% Feb 24, 2017 - Apr 18, 2017
#13	-7.52% Sep 19, 2023 - Nov 30, 2023	-0.46% Jul 30, 2020 - Dec 29, 2020
#14	-7.13% Mar 8, 2023 - Apr 24, 2023	-0.45% Mar 6, 2026 - Apr 6, 2026
#15	-6.54% Dec 5, 2014 - Jan 29, 2015	-0.43% Apr 4, 2024 - May 2, 2024

Correlation

Correlation between OPPJ and FTSD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2013 - 2026)

OPPJ vs FTSD dividend yield comparison.

Year	OPPJ	FTSD
2026	0.10%	1.76%
2025	1.78%	4.67%
2024	4.02%	4.75%
2023	2.71%	4.14%
2022	2.63%	1.73%
2021	2.96%	1.01%
2020	3.04%	1.54%
2019	2.17%	2.90%
2018	2.06%	2.63%
2017	1.53%	2.24%
2016	1.66%	1.92%
2015	3.61%	1.52%
2014	8.65%	1.91%
2013	0.21%	0.27%