OPPJ vs. EPI
OPPJ (WisdomTree Japan Opportunities ETF) and EPI (WisdomTree India Earnings Fund) are both exchange-traded funds - OPPJ is a Japan Equities fund tracking the WisdomTree Japan Opportunities Index, while EPI is a Asia Pacific Equities fund tracking the WisdomTree India Earnings Index. Both are passively managed. Over the past 10 years, OPPJ returned 17.36%/yr vs 8.98%/yr for EPI. At a 0.41 correlation, their price movements are largely independent. OPPJ charges 0.58%/yr vs 0.84%/yr for EPI.
Performance
OPPJ vs. EPI - Performance Comparison
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Returns By Period
In the year-to-date period, OPPJ achieves a 26.16% return, which is significantly higher than EPI's -10.02% return. Over the past 10 years, OPPJ has outperformed EPI with an annualized return of 17.36%, while EPI has yielded a comparatively lower 8.98% annualized return.
OPPJ
- 1D
- -0.02%
- 1M
- 2.99%
- YTD
- 26.16%
- 6M
- 32.96%
- 1Y
- 64.97%
- 3Y*
- 34.91%
- 5Y*
- 25.18%
- 10Y*
- 17.36%
EPI
- 1D
- -1.40%
- 1M
- -2.71%
- YTD
- -10.02%
- 6M
- -8.12%
- 1Y
- -9.55%
- 3Y*
- 7.59%
- 5Y*
- 5.37%
- 10Y*
- 8.98%
OPPJ vs. EPI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPPJ WisdomTree Japan Opportunities ETF | 26.16% | 37.08% | 20.70% | 38.96% | 5.02% | 11.66% | -3.22% | 18.24% | -18.69% | 29.56% |
EPI WisdomTree India Earnings Fund | -10.02% | 2.25% | 10.70% | 26.03% | -4.74% | 26.41% | 18.55% | 1.53% | -9.88% | 39.14% |
Correlation
The correlation between OPPJ and EPI is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.33 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2013 | 0.41 |
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Return for Risk
OPPJ vs. EPI — Risk / Return Rank
OPPJ
EPI
OPPJ vs. EPI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan Opportunities ETF (OPPJ) and WisdomTree India Earnings Fund (EPI). 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.
| OPPJ | EPI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.97 | ||
| Sortino ratioReturn per unit of downside risk | +5.18 | ||
| Omega ratioGain probability vs. loss probability | 1.55 | 0.90 | +0.65 |
| Calmar ratioReturn relative to maximum drawdown | 6.65 | -0.57 | +7.21 |
| Martin ratioReturn relative to average drawdown | 23.90 | -1.39 | +25.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OPPJ | EPI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.33 | -0.64 | +3.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.40 | 0.33 | +1.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.44 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.13 | +0.62 |
Drawdowns
OPPJ vs. EPI - Drawdown Comparison
The maximum OPPJ drawdown since its inception was -39.30%, smaller than the maximum EPI drawdown of -66.21%. Use the drawdown chart below to compare losses from any high point for OPPJ and EPI.
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Drawdown Indicators
| OPPJ | EPI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.30% | -66.21% | +26.91% |
Max Drawdown (1Y)Largest decline over 1 year | -9.82% | -16.88% | +7.06% |
Max Drawdown (3Y)Largest decline over 3 years | -16.49% | -21.89% | +5.40% |
Max Drawdown (5Y)Largest decline over 5 years | -16.49% | -21.89% | +5.40% |
Max Drawdown (10Y)Largest decline over 10 years | -39.30% | -50.29% | +10.99% |
Current DrawdownCurrent decline from peak | -4.27% | -17.83% | +13.56% |
Average DrawdownAverage peak-to-trough decline | -6.49% | -18.65% | +12.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 6.87% | -4.14% |
Volatility
OPPJ vs. EPI - Volatility Comparison
WisdomTree Japan Opportunities ETF (OPPJ) and WisdomTree India Earnings Fund (EPI) have volatilities of 5.08% and 4.86%, 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.
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Volatility by Period
| OPPJ | EPI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 4.86% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 15.39% | 12.80% | +2.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.64% | 14.94% | +4.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 16.21% | +1.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.71% | 20.35% | -0.64% |
OPPJ vs. EPI - Expense Ratio Comparison
OPPJ has a 0.58% expense ratio, which is lower than EPI's 0.84% expense ratio.
Dividends
OPPJ vs. EPI - Dividend Comparison
OPPJ's dividend yield for the trailing twelve months is around 1.50%, while EPI has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPI WisdomTree India Earnings Fund | 0.00% | 0.00% | 0.27% | 0.15% | 6.01% | 1.18% | 0.78% | 1.17% | 1.18% | 0.85% | 1.05% | 1.20% |
OPPJ WisdomTree Japan Opportunities ETF | 1.50% | 1.78% | 4.02% | 2.71% | 2.63% | 2.96% | 3.04% | 2.17% | 2.06% | 1.53% | 1.66% | 3.61% |
Frequently Asked Questions
OPPJ and EPI have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OPPJ has higher volatility (5.08%) compared to EPI (4.86%). In terms of maximum drawdown, OPPJ dropped -39.30% vs EPI's -66.21%.
On 10-year performance, OPPJ leads with 17.36% vs 8.98% for EPI. On fees, OPPJ is cheaper at 0.58% per year. On volatility, EPI has been the lower-risk option at 4.86%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, OPPJ has performed better with a 17.36% return vs 8.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
OPPJ is cheaper with a 0.58% expense ratio, compared with 0.84% for EPI.
OPPJ has the higher dividend yield at 1.50%, compared with 0.00% for EPI.
OPPJ is categorized as Japan Equities, while EPI is Asia Pacific Equities. OPPJ tracks WisdomTree Japan Opportunities Index, while EPI tracks WisdomTree India Earnings Index. Their fees differ too: 0.58% for OPPJ and 0.84% for EPI.
OPPJ currently has the higher Sharpe Ratio (3.33 vs -0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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