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WTLS vs OPPJ

Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree Japan Opportunities Fund

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

Annual cost

0.88%

Fund size

$12M

OPPJ

WisdomTree Japan Opportunities Fund

Annual cost

0.58%

Fund size

$290M

Key differences

WTLS is an alternative ETF, while OPPJ is an equity ETF. WTLS charges 0.88% a year and OPPJ 0.58%.

  • WTLS is an alternative fund, while OPPJ is an equity fund. They carry different risk/return profiles.
  • WTLS follows a long short strategy; OPPJ uses index tracking.
  • WTLS covers North America; OPPJ covers the Asia-Pacific region.
  • OPPJ costs 0.30% less per year.
  • OPPJ is much larger than WTLS. Larger funds are usually more liquid and less likely to close.
  • OPPJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTLSOPPJ
Annual cost (TER)0.88%0.58%
Fund size (AUM)$12M$290M
Since20262013
Dividend yield1.49%
Asset classalternativeequity
Regionnorth americaasia pacific
Strategylong shortindex tracking
CAGR 1YN/A+59.1%
CAGR 3YN/A+33.8%
CAGR 5YN/A+24.6%
Sharpe 3YN/A1.46
Volatility 1Y19.91%
Max drawdown-8.95%-39.30%

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

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