OPPJ vs IMTB
Comparison between WISDOMTREE JAPAN OPPORTUNITIES FUND (OPPJ, ETF) and ISHARES CORE 5-10 YEAR USD BOND ETF (IMTB, ETF).
5-Year PerformanceOPPJ has outperformed IMTB, delivering a return of +25.2% compared to +0.3%
OPPJ vs IMTB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OPPJ
$280M
IMTB
$279M
Expense Ratio
OPPJ
0.58%
Winner
IMTB
0.06%
Max Drawdown
OPPJ
41.67%
Winner
IMTB
24.27%
Sharpe Ratio
Winner
OPPJ
2.27
IMTB
0.20
5Y Beta
OPPJ
0.72
Winner
IMTB
0.04
5Y Dividends CAGR
Winner
OPPJ
19.10%
IMTB
10.60%
OPPJ vs IMTB - Holdings Comparison
OPPJ and IMTB have 1 common holdings. Overlap is -13.24%
OPPJ's top 25 holdings weight is 73.44%. IMTB's top 25 holdings weight is 52.30%.
| Rank | OPPJ | IMTB |
|---|---|---|
| #1 | MARUBENI CORP (n/a) - 11.25% | BLACKROCK CASH FUNDS INSTL SL AGENCY (n/a) - 14.10% |
| #2 | MITSUI & CO LTD (n/a) - 10.47% | n/a (n/a) - 8.04% |
| #3 | MITSUBISHI CORP (n/a) - 10.24% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 3.63% |
| #4 | SUMITOMO CORP (n/a) - 8.72% | n/a (n/a) - 2.93% |
| #5 | ITOCHU CORP (n/a) - 7.47% | UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.68% |
| #6 | SOFTBANK CORP (n/a) - 2.45% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 1.65% |
| #7 | KAWASAKI HEAVY INDUSTRIES LTD (n/a) - 2.07% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.35% |
| #8 | TOKYO ELECTRON LTD (n/a) - 2.01% | UNITED STATES TREASURY NOTES 4.375% (n/a) - 1.33% |
| #9 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.96% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.32% |
| #10 | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 1.96% | UNITED STATES TREASURY NOTES 4.625% (n/a) - 1.28% |
| #11 | HANWA CO LTD (n/a) - 1.90% | UNITED STATES TREASURY NOTES 4% (n/a) - 1.23% |
| #12 | PANASONIC HOLDINGS CORP (n/a) - 1.84% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.09% |
| #13 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.69% | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 1.08% |
| #14 | FAST RETAILING CO LTD (n/a) - 1.46% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 1.08% |
| #15 | SUZUKI MOTOR CORP (n/a) - 1.43% | UNITED STATES TREASURY NOTES 4.125% (n/a) - 1.07% |
| #16 | SOMPO HOLDINGS INC (n/a) - 1.41% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 1.05% |
| #17 | SBI HOLDINGS INC (n/a) - 1.00% | UNITED STATES TREASURY NOTES 2.875% (n/a) - 1.02% |
| #18 | RAKUTEN GROUP INC (n/a) - 0.93% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.02% |
| #19 | FURUKAWA CO LTD (n/a) - 0.53% | n/a (n/a) - 1.01% |
| #20 | THE FIRST BANK OF TOYAMA LTD (n/a) - 0.51% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.95% |
| #21 | CARLIT CO LTD (n/a) - 0.45% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 0.94% |
| #22 | KOMEHYO HOLDINGS CO LTD (n/a) - 0.43% | n/a (n/a) - 0.94% |
| #23 | HIRATA CORP (n/a) - 0.42% | UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.92% |
| #24 | OITA BANK LTD (n/a) - 0.42% | UNITED STATES TREASURY NOTES 1.375% (n/a) - 0.85% |
| #25 | THE 77 BANK LTD (n/a) - 0.42% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 0.74% |
| Total Holdings | 118 | 1882 |
OPPJ vs IMTB - Historical Returns
Returns include dividend reinvestment.
1M
OPPJ
-5.34%
Winner
IMTB
-0.30%
3M
Winner
OPPJ
+5.10%
IMTB
-0.66%
6M
Winner
OPPJ
+13.00%
IMTB
-0.20%
1Y
Winner
OPPJ
+62.81%
IMTB
+4.28%
5Y(CAGR)
Winner
OPPJ
+25.20%
IMTB
+0.30%
10Y(CAGR)
Winner
OPPJ
+17.26%
IMTB
+1.82%
Max(CAGR)
Winner
OPPJ
+15.19%
IMTB
+1.82%
OPPJ vs IMTB - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | OPPJ | IMTB |
|---|---|---|
| 2026 | +22.87% | -0.14% |
| 2025 | +37.19% | +8.72% |
| 2024 | +20.96% | +2.66% |
| 2023 | +37.82% | +5.63% |
| 2022 | +4.96% | -12.33% |
| 2021 | +13.87% | -1.30% |
| 2020 | -4.33% | +6.10% |
| 2019 | +18.34% | +8.40% |
| 2018 | -18.95% | +0.68% |
| 2017 | +27.62% | +4.88% |
| 2016 | +10.84% | -2.18% |
| 2015 | +15.70% | N/A |
| 2014 | +11.26% | N/A |
| 2013 | +14.31% | N/A |
OPPJ vs IMTB Drawdown Comparison
The maximum drawdown for OPPJ was -39.27%, occurring on Mar 16, 2020. Recovery took 800 trading sessions.
The maximum drawdown for IMTB was -18.15%, occurring on Oct 20, 2022. Recovery took 1175 trading sessions.
The current OPPJ drawdown is -5.37%. The current IMTB drawdown is -1.94%.
| Rank | OPPJ | IMTB |
|---|---|---|
| #1 | -39.27% Jan 8, 2018 - Mar 15, 2021 | -18.15% Dec 31, 2020 - Sep 8, 2025 |
| #2 | -23.74% Aug 10, 2015 - Dec 7, 2016 | -6.17% Mar 5, 2020 - May 21, 2020 |
| #3 | -16.49% Jul 16, 2024 - Dec 27, 2024 | -4.05% Dec 13, 2017 - Jan 22, 2019 |
| #4 | -14.50% Mar 27, 2025 - May 12, 2025 | -3.10% Nov 8, 2016 - Apr 17, 2017 |
| #5 | -14.50% Sep 16, 2021 - Nov 22, 2022 | -2.86% Feb 27, 2026 - May 19, 2026 |
| #6 | -11.84% Jan 21, 2014 - Jul 1, 2014 | -1.33% Sep 4, 2019 - Dec 27, 2019 |
| #7 | -11.35% Sep 26, 2014 - Oct 31, 2014 | -1.24% Sep 8, 2017 - Dec 13, 2017 |
| #8 | -9.82% Feb 12, 2026 - Apr 8, 2026 | -1.04% Jun 14, 2017 - Jul 18, 2017 |
| #9 | -8.77% Jul 18, 2013 - Sep 20, 2013 | -1.01% Oct 28, 2025 - Nov 26, 2025 |
| #10 | -8.35% May 14, 2026 - Jul 17, 2026 | -0.93% Sep 16, 2025 - Oct 14, 2025 |
| #11 | -8.35% Mar 22, 2021 - Sep 7, 2021 | -0.86% Aug 7, 2020 - Nov 27, 2020 |
| #12 | -8.14% Mar 13, 2017 - May 3, 2017 | -0.79% Jan 14, 2026 - Feb 5, 2026 |
| #13 | -8.11% Jun 23, 2015 - Aug 5, 2015 | -0.69% Nov 26, 2025 - Dec 24, 2025 |
| #14 | -7.52% Sep 19, 2023 - Nov 30, 2023 | -0.54% Mar 28, 2019 - May 1, 2019 |
| #15 | -7.13% Mar 8, 2023 - Apr 24, 2023 | -0.53% Aug 4, 2017 - Aug 10, 2017 |
Correlation
Correlation between OPPJ and IMTB is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.49
-101
Dividend Comparison (2013 - 2026)
OPPJ vs IMTB dividend yield comparison.
| Year | OPPJ | IMTB |
|---|---|---|
| 2026 | 0.69% | 2.26% |
| 2025 | 1.78% | 4.40% |
| 2024 | 4.02% | 4.42% |
| 2023 | 2.71% | 4.13% |
| 2022 | 2.63% | 2.90% |
| 2021 | 2.96% | 2.49% |
| 2020 | 3.04% | 2.63% |
| 2019 | 2.17% | 2.91% |
| 2018 | 2.06% | 3.04% |
| 2017 | 1.53% | 2.75% |
| 2016 | 1.66% | 0.40% |
| 2015 | 3.61% | 0.00% |
| 2014 | 8.65% | 0.00% |
| 2013 | 0.21% | 0.00% |
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