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OPPJ vs SPY

Comparison between WISDOMTREE JAPAN OPPORTUNITIES FUND (OPPJ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceOPPJ has outperformed SPY, delivering a return of +24.6% compared to +13.3%

OPPJ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
OPPJ
$284M
Winner
SPY
$735B
Expense Ratio
OPPJ
0.58%
Winner
SPY
0.09%
Max Drawdown
Winner
OPPJ
41.67%
SPY
56.47%
Sharpe Ratio
Winner
OPPJ
2.34
SPY
1.62
5Y Beta
Winner
OPPJ
0.69
SPY
1.00
P/E Ratio
OPPJ
N/A
SPY
28.99
Forward P/E
OPPJ
N/A
SPY
22.37
5Y Dividends CAGR
Winner
OPPJ
7.73%
SPY
5.43%
5Y EPS CAGR
OPPJ
N/A
SPY
26.05%
Debt to Equity
OPPJ
N/A
SPY
32.40%
P/S Ratio
OPPJ
N/A
SPY
3.74
P/B Ratio
OPPJ
N/A
SPY
5.61

OPPJ vs SPY - Holdings Comparison

OPPJ and SPY have 1 common holdings. Overlap is 0.00%

OPPJ's top 25 holdings weight is 73.44%. SPY's top 25 holdings weight is 52.37%.

RankOPPJSPY
#1
MARUBENI CORP (n/a) - 11.25%
NVIDIA CORP (NVDA) - 8.10%
#2
MITSUI & CO LTD (n/a) - 10.47%
APPLE INC (AAPL) - 7.02%
#3
MITSUBISHI CORP (n/a) - 10.24%
MICROSOFT CORP (MSFT) - 4.79%
#4
SUMITOMO CORP (n/a) - 8.72%
AMAZON.COM INC (AMZN) - 4.02%
#5
ITOCHU CORP (n/a) - 7.47%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
SOFTBANK CORP (n/a) - 2.45%
BROADCOM INC (AVGO) - 3.10%
#7
KAWASAKI HEAVY INDUSTRIES LTD (n/a) - 2.07%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
TOKYO ELECTRON LTD (n/a) - 2.01%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
KIOXIA HOLDINGS CORP ORDINARY SHARES (n/a) - 1.96%
TESLA INC (TSLA) - 1.89%
#10
MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 1.96%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
HANWA CO LTD (n/a) - 1.90%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
PANASONIC HOLDINGS CORP (n/a) - 1.84%
ELI LILLY AND CO (LLY) - 1.31%
#13
MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.69%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
FAST RETAILING CO LTD (n/a) - 1.46%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
SUZUKI MOTOR CORP (n/a) - 1.43%
EXXON MOBIL CORP (XOM) - 0.97%
#16
SOMPO HOLDINGS INC (n/a) - 1.41%
INTEL CORP (INTC) - 0.90%
#17
SBI HOLDINGS INC (n/a) - 1.00%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
RAKUTEN GROUP INC (n/a) - 0.93%
VISA INC CLASS A (V) - 0.85%
#19
FURUKAWA CO LTD (n/a) - 0.53%
WALMART INC (WMT) - 0.81%
#20
THE FIRST BANK OF TOYAMA LTD (n/a) - 0.51%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
CARLIT CO LTD (n/a) - 0.45%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
KOMEHYO HOLDINGS CO LTD (n/a) - 0.43%
CATERPILLAR INC (CAT) - 0.66%
#23
HIRATA CORP (n/a) - 0.42%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
OITA BANK LTD (n/a) - 0.42%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
THE 77 BANK LTD (n/a) - 0.42%
ABBVIE INC (ABBV) - 0.58%
Total Holdings118505

OPPJ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
OPPJ
-0.91%
Winner
SPY
+1.90%
3M
OPPJ
+6.19%
Winner
SPY
+8.55%
6M
Winner
OPPJ
+27.87%
SPY
+8.18%
1Y
Winner
OPPJ
+60.96%
SPY
+25.79%
5Y(CAGR)
Winner
OPPJ
+24.56%
SPY
+13.32%
10Y(CAGR)
Winner
OPPJ
+16.86%
SPY
+15.19%
Max(CAGR)
Winner
OPPJ
+15.25%
SPY
+8.47%

OPPJ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOPPJSPY
2026+21.48%+8.26%
2025+37.19%+18.00%
2024+20.96%+25.59%
2023+37.82%+26.72%
2022+4.96%-18.64%
2021+13.87%+30.52%
2020-4.33%+17.28%
2019+18.34%+31.09%
2018-18.95%-5.24%
2017+27.62%+20.78%
2016+10.84%+13.59%
2015+15.70%+1.31%
2014+11.26%+14.56%
2013+14.31%+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

OPPJ vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current OPPJ drawdown is -6.44%. The current SPY drawdown is -2.90%.

RankOPPJSPY
#1-39.27%
Jan 8, 2018 - Mar 15, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-23.74%
Aug 10, 2015 - Dec 7, 2016		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.49%
Jul 16, 2024 - Dec 27, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.50%
Mar 27, 2025 - May 12, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-14.50%
Sep 16, 2021 - Nov 22, 2022		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.84%
Jan 21, 2014 - Jul 1, 2014		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.35%
Sep 26, 2014 - Oct 31, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-9.82%
Feb 12, 2026 - Apr 8, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-8.77%
Jul 18, 2013 - Sep 20, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.35%
Mar 22, 2021 - Sep 7, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.14%
Mar 13, 2017 - May 3, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.11%
Jun 23, 2015 - Aug 5, 2015		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.52%
Sep 19, 2023 - Nov 30, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.13%
Mar 8, 2023 - Apr 24, 2023		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.54%
Dec 5, 2014 - Jan 29, 2015		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between OPPJ and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

OPPJ vs SPY dividend yield comparison.

YearOPPJSPY
20260.10%0.24%
20251.78%1.07%
20244.02%1.21%
20232.71%1.40%
20222.63%1.65%
20212.96%1.20%
20203.04%1.52%
20192.17%1.75%
20182.06%2.04%
20171.53%1.80%
20161.66%2.03%
20153.61%2.06%
20148.65%1.87%
20130.21%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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