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OPPG vs. DGRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

OPPG vs. DGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree GeoAlpha Opportunities Fund (OPPG) and WisdomTree U.S. Quality Dividend Growth Fund (DGRW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


OPPG

1D
1.90%
1M
2.90%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

DGRW

1D
1.50%
1M
3.61%
6M
8.71%
YTD
11.71%
1Y
17.81%
3Y*
15.86%
5Y*
12.00%
10Y*
13.96%
ALL TIME*
13.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$56.36M$50.45M$56.24M
$169.47K$79.83K$79.83K

OPPG vs. DGRW - Yearly Performance Comparison


Correlation

The correlation between OPPG and DGRW is 0.85, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 6, 2026

0.85

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Return for Risk

OPPG vs. DGRW — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

OPPG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


DGRW
DGRW Risk / Return Rank: 6363
Overall Rank
DGRW Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
DGRW Sortino Ratio Rank: 6666
Sortino Ratio Rank
DGRW Omega Ratio Rank: 6767
Omega Ratio Rank
DGRW Calmar Ratio Rank: 5353
Calmar Ratio Rank
DGRW Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

OPPG vs. DGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree GeoAlpha Opportunities Fund (OPPG) and WisdomTree U.S. Quality Dividend Growth Fund (DGRW). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


OPPGDGRWDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.32

Calmar ratioReturn relative to maximum drawdown

2.15

Martin ratioReturn relative to average drawdown

8.70

OPPG vs. DGRW - Sharpe Ratio Comparison


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Drawdowns

OPPG vs. DGRW - Drawdown Comparison

The maximum OPPG drawdown since its inception was -3.61%, smaller than the maximum DGRW drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for OPPG and DGRW.


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Drawdown Indicators


OPPGDGRWDifference

Max Drawdown

Largest peak-to-trough decline

-3.61%

-32.04%

+28.43%

Max Drawdown (1Y)

Largest decline over 1 year

-8.30%

Max Drawdown (3Y)

Largest decline over 3 years

-16.21%

Max Drawdown (5Y)

Largest decline over 5 years

-17.27%

Max Drawdown (10Y)

Largest decline over 10 years

-32.04%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-1.19%

-3.00%

+1.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.05%

Volatility

OPPG vs. DGRW - Volatility Comparison


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Volatility by Period


OPPGDGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.47%

Volatility (6M)

Calculated over the trailing 6-month period

8.54%

Volatility (1Y)

Calculated over the trailing 1-year period

14.94%

10.55%

+4.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.94%

14.03%

+0.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.94%

16.20%

-1.26%

OPPG vs. DGRW - Expense Ratio Comparison

OPPG has a 0.58% expense ratio, which is higher than DGRW's 0.28% expense ratio.


Dividends

OPPG vs. DGRW - Dividend Comparison

OPPG has not paid dividends to shareholders, while DGRW's dividend yield for the trailing twelve months is around 1.24%.


PositionTTM20252024202320222021202020192018201720162015
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
1.24%1.43%1.55%1.74%2.15%1.78%1.93%2.20%2.42%1.71%2.13%2.18%
OPPG
WisdomTree GeoAlpha Opportunities 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%

Frequently Asked Questions


OPPG and DGRW have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DGRW is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DGRW is cheaper with a 0.28% expense ratio, compared with 0.58% for OPPG.

DGRW has the higher dividend yield at 1.24%, compared with 0.00% for OPPG.

OPPG is categorized as Global Equities, while DGRW is Quality Factor. OPPG tracks WisdomTree GeoAlpha Opportunities Index, while DGRW tracks WisdomTree U.S. Quality Dividend Growth Index. Their fees differ too: 0.58% for OPPG and 0.28% for DGRW.

Portfolio Optimizer

Find the right allocation for OPPG and DGRW

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

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