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

Performance

OPPE vs. WLDR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree European Opportunities Fund (OPPE) and Affinity World Leaders Equity ETF (WLDR). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

OPPE vs. WLDR - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
OPPE
WisdomTree European Opportunities Fund
4.74%38.80%10.42%19.80%-11.14%23.52%-2.92%28.60%-16.87%
WLDR
Affinity World Leaders Equity ETF
4.74%31.24%22.74%18.93%-10.44%26.77%-1.93%21.54%-20.28%

Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with OPPE at 4.74% and WLDR at 4.74%.


OPPE

1D
2.89%
1M
-4.05%
YTD
4.74%
6M
10.31%
1Y
31.19%
3Y*
20.96%
5Y*
13.48%
10Y*
12.04%

WLDR

1D
3.02%
1M
-5.50%
YTD
4.74%
6M
8.72%
1Y
40.45%
3Y*
24.21%
5Y*
15.07%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

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


OPPE vs. WLDR - Expense Ratio Comparison

OPPE has a 0.58% expense ratio, which is lower than WLDR's 0.67% expense ratio.


Return for Risk

OPPE vs. WLDR — 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: 8989
Martin Ratio Rank

WLDR
WLDR Risk / Return Rank: 9393
Overall Rank
WLDR Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
WLDR Sortino Ratio Rank: 9393
Sortino Ratio Rank
WLDR Omega Ratio Rank: 9393
Omega Ratio Rank
WLDR Calmar Ratio Rank: 9090
Calmar Ratio Rank
WLDR Martin Ratio Rank: 9494
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. WLDR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree European Opportunities Fund (OPPE) and Affinity World Leaders Equity ETF (WLDR). 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.


OPPEWLDRDifference

Sharpe ratio

Return per unit of total volatility

1.70

2.15

-0.45

Sortino ratio

Return per unit of downside risk

2.38

2.81

-0.43

Omega ratio

Gain probability vs. loss probability

1.37

1.43

-0.06

Calmar ratio

Return relative to maximum drawdown

2.51

3.04

-0.53

Martin ratio

Return relative to average drawdown

11.27

14.50

-3.23

OPPE vs. WLDR - Sharpe Ratio Comparison

The current OPPE Sharpe Ratio is 1.70, which is comparable to the WLDR Sharpe Ratio of 2.15. The chart below compares the historical Sharpe Ratios of OPPE and WLDR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


OPPEWLDRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.70

2.15

-0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.88

0.89

0.00

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

0.47

+0.14

Correlation

The correlation between OPPE and WLDR is 0.65, 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. WLDR - Dividend Comparison

OPPE's dividend yield for the trailing twelve months is around 2.93%, less than WLDR's 8.72% yield.


TTM20252024202320222021202020192018201720162015
OPPE
WisdomTree European Opportunities Fund
2.93%2.95%3.99%3.53%5.13%2.39%3.42%3.08%2.34%1.46%2.60%4.39%
WLDR
Affinity World Leaders Equity ETF
8.72%9.01%13.99%2.28%2.10%7.55%1.80%2.48%2.82%0.00%0.00%0.00%

Drawdowns

OPPE vs. WLDR - Drawdown Comparison

The maximum OPPE drawdown since its inception was -39.28%, smaller than the maximum WLDR drawdown of -44.69%. Use the drawdown chart below to compare losses from any high point for OPPE and WLDR.


Loading graphics...

Drawdown Indicators


OPPEWLDRDifference

Max Drawdown

Largest peak-to-trough decline

-39.28%

-44.69%

+5.41%

Max Drawdown (1Y)

Largest decline over 1 year

-11.85%

-13.31%

+1.46%

Max Drawdown (5Y)

Largest decline over 5 years

-24.49%

-23.77%

-0.72%

Max Drawdown (10Y)

Largest decline over 10 years

-39.28%

Current Drawdown

Current decline from peak

-4.58%

-6.11%

+1.53%

Average Drawdown

Average peak-to-trough decline

-5.53%

-8.79%

+3.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.64%

2.79%

-0.15%

Volatility

OPPE vs. WLDR - Volatility Comparison

WisdomTree European Opportunities Fund (OPPE) and Affinity World Leaders Equity ETF (WLDR) have volatilities of 6.96% and 6.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


OPPEWLDRDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.96%

6.81%

+0.15%

Volatility (6M)

Calculated over the trailing 6-month period

10.05%

11.45%

-1.40%

Volatility (1Y)

Calculated over the trailing 1-year period

18.46%

18.94%

-0.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.33%

17.06%

-1.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.10%

20.99%

-3.89%