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