Screener
OPPE vs HEDJ
WisdomTree European Opportunities Fund vs WisdomTree Europe Hedged Equity Fund
Key differences
Both OPPE and HEDJ are equity ETFs. OPPE charges 0.58% a year and HEDJ 0.58%. The main difference: OPPE follows a index tracking strategy; HEDJ uses long short.
- OPPE follows a index tracking strategy; HEDJ uses long short.
- HEDJ is much larger than OPPE. Larger funds are usually more liquid and less likely to close.
- Over the last three years, OPPE has delivered higher annualized returns.
- HEDJ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OPPE | HEDJ | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.58% |
| Fund size (AUM) | $278M | $1.8B |
| Since | 2015 | 2009 |
| Dividend yield | 2.72% | 1.53% |
| Asset class | equity | equity |
| Region | europe | europe |
| Strategy | index tracking | long short |
| CAGR 1Y | +24.5% | +14.0% |
| CAGR 3Y | +22.2% | +14.3% |
| CAGR 5Y | +13.6% | +10.8% |
| Sharpe 3Y | 1.19 | 0.70 |
| Volatility 1Y | 14.17% | 15.58% |
| Max drawdown | -39.28% | -38.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.