OPPJ vs SMMV
Comparison between WISDOMTREE JAPAN OPPORTUNITIES FUND (OPPJ, ETF) and ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF (SMMV, ETF).
5-Year PerformanceOPPJ has outperformed SMMV, delivering a return of +24.6% compared to +5.0%
OPPJ vs SMMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
OPPJ
$284M
SMMV
$284M
Expense Ratio
OPPJ
0.58%
Winner
SMMV
0.20%
Max Drawdown
OPPJ
41.67%
Winner
SMMV
38.77%
Sharpe Ratio
Winner
OPPJ
2.34
SMMV
0.41
5Y Beta
OPPJ
0.69
Winner
SMMV
0.53
P/E Ratio
OPPJ
N/A
SMMV
23.20
Forward P/E
OPPJ
N/A
SMMV
16.63
5Y Dividends CAGR
OPPJ
7.73%
Winner
SMMV
15.67%
5Y EPS CAGR
OPPJ
N/A
SMMV
8.23%
P/S Ratio
OPPJ
N/A
SMMV
1.40
P/B Ratio
OPPJ
N/A
SMMV
2.33
OPPJ vs SMMV - Holdings Comparison
OPPJ and SMMV have 1 common holdings. Overlap is -0.21%
OPPJ's top 25 holdings weight is 73.44%. SMMV's top 25 holdings weight is 27.80%.
| Rank | OPPJ | SMMV |
|---|---|---|
| #1 | MARUBENI CORP (n/a) - 11.25% | PINNACLE WEST CAPITAL CORP (PNW) - 1.60% |
| #2 | MITSUI & CO LTD (n/a) - 10.47% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.46% |
| #3 | MITSUBISHI CORP (n/a) - 10.24% | AGREE REALTY CORP (ADC) - 1.44% |
| #4 | SUMITOMO CORP (n/a) - 8.72% | CARETRUST REIT INC (CTRE) - 1.38% |
| #5 | ITOCHU CORP (n/a) - 7.47% | NEW YORK TIMES CO CLASS A (NYT) - 1.37% |
| #6 | SOFTBANK CORP (n/a) - 2.45% | FIRSTCASH HOLDINGS INC (FCFS) - 1.31% |
| #7 | KAWASAKI HEAVY INDUSTRIES LTD (n/a) - 2.07% | OGE ENERGY CORP (OGE) - 1.29% |
| #8 | TOKYO ELECTRON LTD (n/a) - 2.01% | IDACORP INC (IDA) - 1.27% |
| #9 | KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.96% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.27% |
| #10 | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 1.96% | ROYAL GOLD INC (RGLD) - 1.21% |
| #11 | HANWA CO LTD (n/a) - 1.90% | THE HANOVER INSURANCE GROUP INC (THG) - 1.15% |
| #12 | PANASONIC HOLDINGS CORP (n/a) - 1.84% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 1.12% |
| #13 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.69% | SERVICE CORP INTERNATIONAL (SCI) - 1.09% |
| #14 | FAST RETAILING CO LTD (n/a) - 1.46% | CHEMED CORP (CHE) - 1.03% |
| #15 | SUZUKI MOTOR CORP (n/a) - 1.43% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.01% |
| #16 | SOMPO HOLDINGS INC (n/a) - 1.41% | AGNC INVESTMENT CORP (AGNC) - 0.99% |
| #17 | SBI HOLDINGS INC (n/a) - 1.00% | INGREDION INC (INGR) - 0.93% |
| #18 | RAKUTEN GROUP INC (n/a) - 0.93% | n/a (MSGS) - 0.92% |
| #19 | FURUKAWA CO LTD (n/a) - 0.53% | WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 0.91% |
| #20 | THE FIRST BANK OF TOYAMA LTD (n/a) - 0.51% | LANDSTAR SYSTEM INC (LSTR) - 0.89% |
| #21 | CARLIT CO LTD (n/a) - 0.45% | ENSIGN GROUP INC (ENSG) - 0.88% |
| #22 | KOMEHYO HOLDINGS CO LTD (n/a) - 0.43% | NNN REIT INC (NNN) - 0.84% |
| #23 | HIRATA CORP (n/a) - 0.42% | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.82% |
| #24 | OITA BANK LTD (n/a) - 0.42% | SABRA HEALTH CARE REIT INC (SBRA) - 0.81% |
| #25 | THE 77 BANK LTD (n/a) - 0.42% | MURPHY USA INC (MUSA) - 0.81% |
| Total Holdings | 118 | 328 |
OPPJ vs SMMV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OPPJ
-0.91%
SMMV
-1.27%
3M
Winner
OPPJ
+6.19%
SMMV
-2.48%
6M
Winner
OPPJ
+27.87%
SMMV
+3.64%
1Y
Winner
OPPJ
+60.96%
SMMV
+7.56%
5Y(CAGR)
Winner
OPPJ
+24.56%
SMMV
+5.00%
10Y(CAGR)
Winner
OPPJ
+16.86%
SMMV
+8.18%
Max(CAGR)
Winner
OPPJ
+15.25%
SMMV
+8.18%
OPPJ vs SMMV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | OPPJ | SMMV |
|---|---|---|
| 2026 | +21.48% | +2.87% |
| 2025 | +37.19% | +6.75% |
| 2024 | +20.96% | +18.20% |
| 2023 | +37.82% | +5.48% |
| 2022 | +4.96% | -10.13% |
| 2021 | +13.87% | +17.89% |
| 2020 | -4.33% | -2.49% |
| 2019 | +18.34% | +25.22% |
| 2018 | -18.95% | +1.20% |
| 2017 | +27.62% | +14.31% |
| 2016 | +10.84% | +7.50% |
| 2015 | +15.70% | N/A |
| 2014 | +11.26% | N/A |
| 2013 | +14.31% | N/A |
OPPJ vs SMMV Drawdown Comparison
The maximum drawdown for OPPJ was -39.27%, occurring on Mar 16, 2020. Recovery took 800 trading sessions.
The maximum drawdown for SMMV was -38.77%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.
The current OPPJ drawdown is -6.44%. The current SMMV drawdown is -3.85%.
| Rank | OPPJ | SMMV |
|---|---|---|
| #1 | -39.27% Jan 8, 2018 - Mar 15, 2021 | -38.77% Feb 20, 2020 - Jan 25, 2021 |
| #2 | -23.74% Aug 10, 2015 - Dec 7, 2016 | -17.99% Nov 16, 2021 - May 16, 2024 |
| #3 | -16.49% Jul 16, 2024 - Dec 27, 2024 | -15.19% Sep 11, 2018 - Apr 24, 2019 |
| #4 | -14.50% Mar 27, 2025 - May 12, 2025 | -13.67% Nov 29, 2024 - Nov 28, 2025 |
| #5 | -14.50% Sep 16, 2021 - Nov 22, 2022 | -7.54% Jan 26, 2018 - May 9, 2018 |
| #6 | -11.84% Jan 21, 2014 - Jul 1, 2014 | -7.02% Mar 2, 2026 - Mar 20, 2026 |
| #7 | -11.35% Sep 26, 2014 - Oct 31, 2014 | -5.54% Feb 12, 2021 - Mar 11, 2021 |
| #8 | -9.82% Feb 12, 2026 - Apr 8, 2026 | -5.32% Sep 22, 2016 - Nov 15, 2016 |
| #9 | -8.77% Jul 18, 2013 - Sep 20, 2013 | -4.85% Jul 31, 2024 - Aug 23, 2024 |
| #10 | -8.35% Mar 22, 2021 - Sep 7, 2021 | -4.74% Sep 2, 2021 - Nov 3, 2021 |
| #11 | -8.14% Mar 13, 2017 - May 3, 2017 | -4.57% Mar 15, 2021 - Apr 15, 2021 |
| #12 | -8.11% Jun 23, 2015 - Aug 5, 2015 | -4.28% Jun 11, 2021 - Aug 30, 2021 |
| #13 | -7.52% Sep 19, 2023 - Nov 30, 2023 | -4.22% Apr 26, 2021 - Jun 8, 2021 |
| #14 | -7.13% Mar 8, 2023 - Apr 24, 2023 | -3.82% May 6, 2019 - Jun 19, 2019 |
| #15 | -6.54% Dec 5, 2014 - Jan 29, 2015 | -3.43% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between OPPJ and SMMV is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2013 - 2026)
OPPJ vs SMMV dividend yield comparison.
| Year | OPPJ | SMMV |
|---|---|---|
| 2026 | 0.10% | 0.47% |
| 2025 | 1.78% | 1.77% |
| 2024 | 4.02% | 1.76% |
| 2023 | 2.71% | 2.30% |
| 2022 | 2.63% | 1.67% |
| 2021 | 2.96% | 1.08% |
| 2020 | 3.04% | 1.39% |
| 2019 | 2.17% | 1.64% |
| 2018 | 2.06% | 1.72% |
| 2017 | 1.53% | 1.63% |
| 2016 | 1.66% | 0.79% |
| 2015 | 3.61% | 0.00% |
| 2014 | 8.65% | 0.00% |
| 2013 | 0.21% | 0.00% |
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