SMMV vs OPPE

Comparison between ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF (SMMV, ETF) and WISDOMTREE EUROPEAN OPPORTUNITIES FUND (OPPE, ETF).

5-Year PerformanceOPPE has outperformed SMMV, delivering a return of +14.4% compared to +6.3%

SMMV vs OPPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMMV(ETF)	OPPE(ETF)
Net Assets	$289M	$289M
Expense Ratio	0.20%	0.58%
Max Drawdown	38.77%	39.28%
Sharpe Ratio	0.94	1.56
5Y Beta	0.49	0.73
P/E Ratio	24.09	N/A
Forward P/E	16.78	N/A
5Y Dividends CAGR	12.11%	16.00%
5Y EPS CAGR	12.87%	N/A
P/S Ratio	1.56	N/A
P/B Ratio	2.53	N/A

Net Assets

SMMV

$289M

Winner

OPPE

$289M

Expense Ratio

Winner

SMMV

0.20%

OPPE

0.58%

Max Drawdown

Winner

SMMV

38.77%

OPPE

39.28%

Sharpe Ratio

SMMV

0.94

Winner

OPPE

1.56

5Y Beta

Winner

SMMV

0.49

OPPE

0.73

P/E Ratio

SMMV

24.09

OPPE

N/A

Forward P/E

SMMV

16.78

OPPE

N/A

5Y Dividends CAGR

SMMV

12.11%

Winner

OPPE

16.00%

5Y EPS CAGR

SMMV

12.87%

OPPE

N/A

P/S Ratio

SMMV

1.56

OPPE

N/A

P/B Ratio

SMMV

2.53

OPPE

N/A

SMMV vs OPPE - Historical Returns

Returns include dividend reinvestment.

Period	SMMV	OPPE
1 month	+1.42%	+3.28%
3 months	+7.47%	+5.92%
6 months	+4.22%	+9.53%
1 year	+11.97%	+29.19%
5 years(CAGR)	+6.28%	+14.41%
10 years(CAGR)	+8.82%	+13.16%
Max(CAGR)	+8.82%	+11.58%

SMMV

+1.42%

Winner

OPPE

+3.28%

Winner

SMMV

+7.47%

OPPE

+5.92%

SMMV

+4.22%

Winner

OPPE

+9.53%

SMMV

+11.97%

Winner

OPPE

+29.19%

5Y(CAGR)

SMMV

+6.28%

Winner

OPPE

+14.41%

10Y(CAGR)

SMMV

+8.82%

Winner

OPPE

+13.16%

Max(CAGR)

SMMV

+8.82%

Winner

OPPE

+11.58%

SMMV vs OPPE - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	SMMV	OPPE
2026	+11.07%	+18.29%
2025	+6.75%	+38.89%
2024	+18.20%	+10.81%
2023	+5.48%	+16.70%
2022	-10.13%	-12.53%
2021	+17.89%	+22.02%
2020	-2.49%	-4.54%
2019	+25.22%	+27.80%
2018	+1.20%	-13.84%
2017	+14.31%	+19.54%
2016	+7.50%	+8.87%
2015	N/A	+2.14%

SMMV vs OPPE Drawdown Comparison

The maximum drawdown for SMMV was -38.77%, occurring on Mar 23, 2020. Recovery took 234 trading sessions.

The maximum drawdown for OPPE was -39.28%, occurring on Mar 18, 2020. Recovery took 249 trading sessions.

The current SMMV drawdown is -0.36%. The current OPPE drawdown is -0.76%.

Rank	SMMV	OPPE
#1	-38.77% Feb 20, 2020 - Jan 25, 2021	-39.28% Feb 19, 2020 - Feb 12, 2021
#2	-17.99% Nov 16, 2021 - May 16, 2024	-24.53% Jan 4, 2022 - Nov 29, 2023
#3	-15.19% Sep 11, 2018 - Apr 24, 2019	-20.65% Jan 22, 2018 - Oct 25, 2019
#4	-13.67% Nov 29, 2024 - Nov 28, 2025	-19.64% Apr 15, 2015 - Dec 15, 2016
#5	-7.54% Jan 26, 2018 - May 9, 2018	-15.04% Mar 19, 2025 - May 2, 2025
#6	-7.02% Mar 2, 2026 - Jun 26, 2026	-9.08% May 31, 2024 - Jan 17, 2025
#7	-5.54% Feb 12, 2021 - Mar 11, 2021	-8.83% Feb 25, 2026 - Apr 8, 2026
#8	-5.32% Sep 22, 2016 - Nov 15, 2016	-5.39% Nov 16, 2021 - Jan 4, 2022
#9	-4.85% Jul 31, 2024 - Aug 23, 2024	-4.63% Nov 12, 2025 - Dec 11, 2025
#10	-4.74% Sep 2, 2021 - Nov 3, 2021	-4.60% Sep 1, 2021 - Nov 3, 2021
#11	-4.57% Mar 15, 2021 - Apr 15, 2021	-4.46% Jul 23, 2025 - Aug 22, 2025
#12	-4.28% Jun 11, 2021 - Aug 30, 2021	-4.05% Jun 2, 2017 - Sep 20, 2017
#13	-4.22% Apr 26, 2021 - Jun 8, 2021	-4.02% Jan 2, 2020 - Feb 11, 2020
#14	-3.82% May 6, 2019 - Jun 19, 2019	-3.98% May 6, 2026 - May 26, 2026
#15	-3.43% Nov 11, 2024 - Nov 25, 2024	-3.95% Nov 1, 2017 - Jan 3, 2018

Correlation

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

0.94

-101

Dividend Comparison (2015 - 2026)

SMMV vs OPPE dividend yield comparison.

Year	SMMV	OPPE
2026	0.82%	2.11%
2025	1.77%	2.95%
2024	1.76%	3.99%
2023	2.30%	3.53%
2022	1.67%	5.13%
2021	1.08%	2.39%
2020	1.39%	3.42%
2019	1.64%	3.08%
2018	1.72%	2.34%
2017	1.63%	1.46%
2016	0.79%	2.60%
2015	0.00%	4.39%