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OPPJ vs EZM

WisdomTree Japan Opportunities Fund vs WisdomTree U.S. MidCap Fund

OPPJ

WisdomTree Japan Opportunities Fund

Annual cost

0.58%

Fund size

$290M

EZM

WisdomTree U.S. MidCap Fund

Annual cost

0.38%

Fund size

$897M

Key differences

Both OPPJ and EZM are equity ETFs. OPPJ charges 0.58% a year and EZM 0.38%. The main difference: OPPJ covers the Asia-Pacific region; EZM covers North America.

  • OPPJ covers the Asia-Pacific region; EZM covers North America.
  • EZM costs 0.20% less per year.
  • EZM is much larger than OPPJ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, OPPJ has delivered higher annualized returns.
  • EZM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

OPPJEZM
Annual cost (TER)0.58%0.38%
Fund size (AUM)$290M$897M
Since20132007
Dividend yield1.49%1.27%
Asset classequityequity
Regionasia pacificnorth america
Strategyindex trackingindex tracking
CAGR 1Y+59.1%+21.5%
CAGR 3Y+33.8%+15.5%
CAGR 5Y+24.6%+7.9%
Sharpe 3Y1.460.68
Volatility 1Y19.91%14.94%
Max drawdown-39.30%-47.26%

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

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