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OPPJ vs NTSI

WisdomTree Japan Opportunities Fund vs WisdomTree International Efficient Core Fund

OPPJ

WisdomTree Japan Opportunities Fund

Annual cost

0.58%

Fund size

$290M

NTSI

WisdomTree International Efficient Core Fund

Annual cost

0.26%

Fund size

$500M

Key differences

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

  • OPPJ is an equity fund, while NTSI is a mixed asset fund. They carry different risk/return profiles.
  • OPPJ follows a index tracking strategy; NTSI uses active selection.
  • OPPJ covers the Asia-Pacific region; NTSI covers global markets excluding the US.
  • 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

OPPJNTSI
Annual cost (TER)0.58%0.26%
Fund size (AUM)$290M$500M
Since20132021
Dividend yield1.49%3.50%
Asset classequitymixed asset
Regionasia pacificglobal ex us
Strategyindex trackingactive selection
CAGR 1Y+59.1%+16.9%
CAGR 3Y+33.8%+13.4%
CAGR 5Y+24.6%+5.2%
Sharpe 3Y1.460.68
Volatility 1Y19.91%15.24%
Max drawdown-39.30%-34.01%

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

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