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OPPE vs. DHS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

OPPE vs. DHS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree European Opportunities Fund (OPPE) and WisdomTree US High Dividend Fund (DHS). The values are adjusted to include any dividend payments, if applicable.

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OPPE vs. DHS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OPPE
WisdomTree European Opportunities Fund
6.05%38.80%10.42%19.80%-11.14%23.52%-2.92%28.60%-13.34%22.25%
DHS
WisdomTree US High Dividend Fund
7.41%12.87%18.02%-0.19%7.97%23.20%-5.70%22.59%-7.41%11.69%

Returns By Period

In the year-to-date period, OPPE achieves a 6.05% return, which is significantly lower than DHS's 7.41% return. Over the past 10 years, OPPE has outperformed DHS with an annualized return of 12.18%, while DHS has yielded a comparatively lower 9.50% annualized return.


OPPE

1D
1.25%
1M
-2.00%
YTD
6.05%
6M
10.83%
1Y
32.59%
3Y*
21.46%
5Y*
13.76%
10Y*
12.18%

DHS

1D
-0.54%
1M
-3.36%
YTD
7.41%
6M
9.18%
1Y
14.53%
3Y*
13.92%
5Y*
11.30%
10Y*
9.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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OPPE vs. DHS - Expense Ratio Comparison

OPPE has a 0.58% expense ratio, which is higher than DHS's 0.38% expense ratio.


Return for Risk

OPPE vs. DHS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OPPE
OPPE Risk / Return Rank: 8787
Overall Rank
OPPE Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
OPPE Sortino Ratio Rank: 8787
Sortino Ratio Rank
OPPE Omega Ratio Rank: 8989
Omega Ratio Rank
OPPE Calmar Ratio Rank: 8585
Calmar Ratio Rank
OPPE Martin Ratio Rank: 9090
Martin Ratio Rank

DHS
DHS Risk / Return Rank: 5353
Overall Rank
DHS Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 5757
Sortino Ratio Rank
DHS Omega Ratio Rank: 5656
Omega Ratio Rank
DHS Calmar Ratio Rank: 4545
Calmar Ratio Rank
DHS Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OPPE vs. DHS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree European Opportunities Fund (OPPE) and WisdomTree US High Dividend Fund (DHS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


OPPEDHSDifference

Sharpe ratio

Return per unit of total volatility

1.77

1.10

+0.67

Sortino ratio

Return per unit of downside risk

2.47

1.54

+0.92

Omega ratio

Gain probability vs. loss probability

1.38

1.22

+0.17

Calmar ratio

Return relative to maximum drawdown

2.77

1.24

+1.53

Martin ratio

Return relative to average drawdown

12.39

4.77

+7.62

OPPE vs. DHS - Sharpe Ratio Comparison

The current OPPE Sharpe Ratio is 1.77, which is higher than the DHS Sharpe Ratio of 1.10. The chart below compares the historical Sharpe Ratios of OPPE and DHS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


OPPEDHSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.77

1.10

+0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

0.82

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

0.59

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.40

+0.22

Correlation

The correlation between OPPE and DHS is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

OPPE vs. DHS - Dividend Comparison

OPPE's dividend yield for the trailing twelve months is around 2.89%, less than DHS's 3.24% yield.


TTM20252024202320222021202020192018201720162015
OPPE
WisdomTree European Opportunities Fund
2.89%2.95%3.99%3.53%5.13%2.39%3.42%3.08%2.34%1.46%2.60%4.39%
DHS
WisdomTree US High Dividend Fund
3.24%3.32%3.66%4.31%3.42%3.29%4.14%3.69%3.76%3.00%3.25%3.53%

Drawdowns

OPPE vs. DHS - Drawdown Comparison

The maximum OPPE drawdown since its inception was -39.28%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for OPPE and DHS.


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Drawdown Indicators


OPPEDHSDifference

Max Drawdown

Largest peak-to-trough decline

-39.28%

-67.25%

+27.97%

Max Drawdown (1Y)

Largest decline over 1 year

-11.80%

-10.84%

-0.96%

Max Drawdown (5Y)

Largest decline over 5 years

-24.49%

-15.28%

-9.21%

Max Drawdown (10Y)

Largest decline over 10 years

-39.28%

-37.35%

-1.93%

Current Drawdown

Current decline from peak

-3.39%

-3.76%

+0.37%

Average Drawdown

Average peak-to-trough decline

-5.53%

-9.62%

+4.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.65%

2.82%

-0.17%

Volatility

OPPE vs. DHS - Volatility Comparison

WisdomTree European Opportunities Fund (OPPE) has a higher volatility of 6.44% compared to WisdomTree US High Dividend Fund (DHS) at 3.08%. This indicates that OPPE's price experiences larger fluctuations and is considered to be riskier than DHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OPPEDHSDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.44%

3.08%

+3.36%

Volatility (6M)

Calculated over the trailing 6-month period

10.11%

7.14%

+2.97%

Volatility (1Y)

Calculated over the trailing 1-year period

18.46%

13.31%

+5.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.32%

13.87%

+1.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.10%

16.06%

+1.04%