PortfoliosLab logoPortfoliosLab logo
OPPE vs. EUSC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

OPPE vs. EUSC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree European Opportunities Fund (OPPE) and WisdomTree Europe Hedged SmallCap Equity Fund (EUSC). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period


OPPE

1D
0.47%
1M
2.52%
YTD
13.64%
6M
16.98%
1Y
28.83%
3Y*
23.56%
5Y*
14.40%
10Y*
12.46%

EUSC

1D
0.00%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

OPPE vs. EUSC - Yearly Performance Comparison


OPPE vs. EUSC - Sectors Allocation Comparison


Sectors
OPPE
EUSC

Industrials

27.8%
20.1%

Financial Services

23.3%
28.4%

Basic Materials

10.6%
6.5%

Energy

9.1%
3.7%

Technology

7.2%
4.4%

Utilities

6.6%
6.5%

Healthcare

4.8%
2.9%

Consumer Defensive

4.6%
4.1%

Consumer Cyclical

3.1%
9.1%

Communication Services

1.6%
5.0%

Real Estate

1.4%
9.3%

Industrials

OPPE
27.8%
EUSC
20.1%

Financial Services

OPPE
23.3%
EUSC
28.4%

Basic Materials

OPPE
10.6%
EUSC
6.5%

Energy

OPPE
9.1%
EUSC
3.7%

Technology

OPPE
7.2%
EUSC
4.4%

Utilities

OPPE
6.6%
EUSC
6.5%

Healthcare

OPPE
4.8%
EUSC
2.9%

Consumer Defensive

OPPE
4.6%
EUSC
4.1%

Consumer Cyclical

OPPE
3.1%
EUSC
9.1%

Communication Services

OPPE
1.6%
EUSC
5.0%

Real Estate

OPPE
1.4%
EUSC
9.3%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

OPPE vs. EUSC — Risk / Return Rank

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

OPPE
OPPE Risk / Return Rank: 6464
Overall Rank
OPPE Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
OPPE Sortino Ratio Rank: 6060
Sortino Ratio Rank
OPPE Omega Ratio Rank: 6060
Omega Ratio Rank
OPPE Calmar Ratio Rank: 6767
Calmar Ratio Rank
OPPE Martin Ratio Rank: 6969
Martin Ratio Rank

EUSC
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. EUSC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree European Opportunities Fund (OPPE) and WisdomTree Europe Hedged SmallCap Equity Fund (EUSC). 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.


OPPEEUSCDifference

Sharpe ratio

Return per unit of total volatility

2.09

Sortino ratio

Return per unit of downside risk

2.87

Omega ratio

Gain probability vs. loss probability

1.37

Calmar ratio

Return relative to maximum drawdown

3.39

Martin ratio

Return relative to average drawdown

12.97

OPPE vs. EUSC - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


OPPEEUSCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.93

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

Drawdowns

OPPE vs. EUSC - Drawdown Comparison

The maximum OPPE drawdown since its inception was -39.28%, which is greater than EUSC's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for OPPE and EUSC.


Loading charts...

Drawdown Indicators


OPPEEUSCDifference

Max Drawdown

Largest peak-to-trough decline

-39.28%

0.00%

-39.28%

Max Drawdown (1Y)

Largest decline over 1 year

-8.83%

Max Drawdown (3Y)

Largest decline over 3 years

-15.04%

Max Drawdown (5Y)

Largest decline over 5 years

-24.49%

Max Drawdown (10Y)

Largest decline over 10 years

-39.28%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-5.47%

0.00%

-5.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.31%

Volatility

OPPE vs. EUSC - Volatility Comparison


Loading charts...

Volatility by Period


OPPEEUSCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.78%

Volatility (6M)

Calculated over the trailing 6-month period

11.65%

Volatility (1Y)

Calculated over the trailing 1-year period

13.87%

0.00%

+13.87%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.55%

0.00%

+15.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.18%

0.00%

+17.18%

OPPE vs. EUSC - Expense Ratio Comparison

Both OPPE and EUSC have an expense ratio of 0.58%.


Dividends

OPPE vs. EUSC - Dividend Comparison

OPPE's dividend yield for the trailing twelve months is around 2.70%, while EUSC has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EUSC
WisdomTree Europe Hedged SmallCap Equity Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
OPPE
WisdomTree European Opportunities Fund
2.70%2.95%3.99%3.53%5.13%2.39%3.42%3.08%2.34%1.46%2.60%4.39%

Frequently Asked Questions


Both ETFs have the same 0.58% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

OPPE and EUSC have the same expense ratio: 0.58% per year.

OPPE has the higher dividend yield at 2.70%, compared with 0.00% for EUSC.

OPPE tracks WisdomTree European Opportunities Index, while EUSC tracks WisdomTree Europe Hedged SmallCap Equity Index.

Portfolio Optimizer

Find the right allocation for OPPE and EUSC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer