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NTSI vs OPPJ

WisdomTree International Efficient Core Fund vs WisdomTree Japan Opportunities Fund

NTSI

WisdomTree International Efficient Core Fund

Annual cost

0.26%

Fund size

$500M

OPPJ

WisdomTree Japan Opportunities Fund

Annual cost

0.58%

Fund size

$290M

Key differences

NTSI is a mixed asset ETF, while OPPJ is an equity ETF. NTSI charges 0.26% a year and OPPJ 0.58%.

  • NTSI is a mixed asset fund, while OPPJ is an equity fund. They carry different risk/return profiles.
  • NTSI follows a active selection strategy; OPPJ uses index tracking.
  • NTSI covers global markets excluding the US; OPPJ covers the Asia-Pacific region.
  • NTSI costs 0.32% less per year.
  • Over the last three years, OPPJ has delivered higher annualized returns.
  • OPPJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NTSIOPPJ
Annual cost (TER)0.26%0.58%
Fund size (AUM)$500M$290M
Since20212013
Dividend yield3.50%1.49%
Asset classmixed assetequity
Regionglobal ex usasia pacific
Strategyactive selectionindex tracking
CAGR 1Y+16.9%+59.1%
CAGR 3Y+13.4%+33.8%
CAGR 5Y+5.2%+24.6%
Sharpe 3Y0.681.46
Volatility 1Y15.24%19.91%
Max drawdown-34.01%-39.30%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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