OPPJ vs GUT

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

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

OPPJ vs GUT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

OPPJ

$280M

Winner

GUT

$281M

Expense Ratio

OPPJ

0.58%

GUT

N/A

Max Drawdown

Winner

OPPJ

41.67%

GUT

57.58%

Sharpe Ratio

Winner

OPPJ

2.10

GUT

0.65

5Y Beta

OPPJ

0.72

Winner

GUT

0.39

5Y Dividends CAGR

Winner

OPPJ

19.10%

GUT

2.15%

OPPJ vs GUT - Historical Returns

Returns include dividend reinvestment.

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

OPPJ

-2.21%

Winner

GUT

-1.09%

Winner

OPPJ

+4.52%

GUT

+4.02%

Winner

OPPJ

+13.69%

GUT

+8.89%

Winner

OPPJ

+52.54%

GUT

+13.53%

5Y(CAGR)

Winner

OPPJ

+24.48%

GUT

+5.27%

10Y(CAGR)

Winner

OPPJ

+17.08%

GUT

+8.86%

Max(CAGR)

Winner

OPPJ

+15.10%

GUT

+8.32%

OPPJ vs GUT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

OPPJ vs GUT Drawdown Comparison

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

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

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

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

Correlation

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

0.78

-101

Dividend Comparison (2000 - 2026)

OPPJ vs GUT dividend yield comparison.

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