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OPPJ vs. RDVY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

OPPJ vs. RDVY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Japan Opportunities ETF (OPPJ) and First Trust Rising Dividend Achievers ETF (RDVY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OPPJ achieves a 26.23% return, which is significantly higher than RDVY's 13.41% return. Over the past 10 years, OPPJ has outperformed RDVY with an annualized return of 17.80%, while RDVY has yielded a comparatively lower 16.29% annualized return.


OPPJ

1D
1.04%
1M
-4.22%
YTD
26.23%
6M
27.08%
1Y
64.16%
3Y*
33.91%
5Y*
25.20%
10Y*
17.80%

RDVY

1D
1.11%
1M
5.69%
YTD
13.41%
6M
12.60%
1Y
31.20%
3Y*
20.46%
5Y*
12.03%
10Y*
16.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OPPJ vs. RDVY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OPPJ
WisdomTree Japan Opportunities ETF
26.23%37.08%20.70%38.96%5.02%11.66%-3.22%18.24%-18.69%29.56%
RDVY
First Trust Rising Dividend Achievers ETF
13.41%18.90%16.41%20.38%-13.27%31.14%13.47%37.71%-9.92%22.75%

Correlation

The correlation between OPPJ and RDVY is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.43

Correlation (3Y)
Calculated over the trailing 3-year period

0.41

Correlation (5Y)
Calculated over the trailing 5-year period

0.46

Correlation (10Y)
Calculated over the trailing 10-year period

0.53

Correlation (All Time)
Calculated using the full available price history since Jan 7, 2014

0.54

The correlation between OPPJ and RDVY shifts across timeframes, from 0.41 (3 years) to 0.54 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

OPPJ vs. RDVY — Risk / Return Rank

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

OPPJ
OPPJ Risk / Return Rank: 9393
Overall Rank
OPPJ Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
OPPJ Sortino Ratio Rank: 9393
Sortino Ratio Rank
OPPJ Omega Ratio Rank: 9191
Omega Ratio Rank
OPPJ Calmar Ratio Rank: 9494
Calmar Ratio Rank
OPPJ Martin Ratio Rank: 9393
Martin Ratio Rank

RDVY
RDVY Risk / Return Rank: 7474
Overall Rank
RDVY Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
RDVY Sortino Ratio Rank: 7575
Sortino Ratio Rank
RDVY Omega Ratio Rank: 7070
Omega Ratio Rank
RDVY Calmar Ratio Rank: 7474
Calmar Ratio Rank
RDVY Martin Ratio Rank: 8181
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.

OPPJ vs. RDVY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Japan Opportunities ETF (OPPJ) and First Trust Rising Dividend Achievers ETF (RDVY). 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.


OPPJRDVYDifference
Sharpe ratioReturn per unit of total volatility

+1.19

Sortino ratioReturn per unit of downside risk

+1.29

Omega ratioGain probability vs. loss probability

1.53

1.36

+0.17

Calmar ratioReturn relative to maximum drawdown

6.58

3.26

+3.32

Martin ratioReturn relative to average drawdown

22.36

13.71

+8.65

OPPJ vs. RDVY - Sharpe Ratio Comparison

The current OPPJ Sharpe Ratio is 3.22, which is higher than the RDVY Sharpe Ratio of 2.03. The chart below compares the historical Sharpe Ratios of OPPJ and RDVY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

OPPJ vs. RDVY - Drawdown Comparison

The maximum OPPJ drawdown since its inception was -39.30%, roughly equal to the maximum RDVY drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for OPPJ and RDVY.


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Drawdown Indicators


OPPJRDVYDifference

Max Drawdown

Largest peak-to-trough decline

-39.30%

-40.60%

+1.30%

Max Drawdown (1Y)

Largest decline over 1 year

-9.82%

-9.04%

-0.78%

Max Drawdown (3Y)

Largest decline over 3 years

-16.49%

-19.11%

+2.62%

Max Drawdown (5Y)

Largest decline over 5 years

-16.49%

-25.32%

+8.83%

Max Drawdown (10Y)

Largest decline over 10 years

-39.30%

-40.60%

+1.30%

Current Drawdown

Current decline from peak

-4.22%

0.00%

-4.22%

Average Drawdown

Average peak-to-trough decline

-6.49%

-4.99%

-1.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.89%

2.15%

+0.74%

Volatility

OPPJ vs. RDVY - Volatility Comparison

WisdomTree Japan Opportunities ETF (OPPJ) has a higher volatility of 5.83% compared to First Trust Rising Dividend Achievers ETF (RDVY) at 5.04%. This indicates that OPPJ's price experiences larger fluctuations and is considered to be riskier than RDVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OPPJRDVYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.83%

5.04%

+0.79%

Volatility (6M)

Calculated over the trailing 6-month period

15.99%

11.50%

+4.49%

Volatility (1Y)

Calculated over the trailing 1-year period

20.10%

14.48%

+5.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.15%

18.98%

-0.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.73%

21.13%

-1.40%

OPPJ vs. RDVY - Expense Ratio Comparison

OPPJ has a 0.58% expense ratio, which is higher than RDVY's 0.50% expense ratio.


Dividends

OPPJ vs. RDVY - Dividend Comparison

OPPJ's dividend yield for the trailing twelve months is around 1.50%, more than RDVY's 0.89% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
RDVY
First Trust Rising Dividend Achievers ETF
0.89%1.11%1.64%2.09%2.21%1.04%1.53%1.55%1.68%1.25%2.07%2.14%

Frequently Asked Questions


OPPJ and RDVY have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OPPJ has higher volatility (5.83%) compared to RDVY (5.04%). In terms of maximum drawdown, OPPJ dropped -39.30% vs RDVY's -40.60%.

On 10-year performance, OPPJ leads with 17.80% vs 16.29% for RDVY. On fees, RDVY is cheaper at 0.50% per year. On volatility, RDVY has been the lower-risk option at 5.04%. 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 17.80% return vs 16.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

RDVY is cheaper with a 0.50% expense ratio, compared with 0.58% for OPPJ.

OPPJ has the higher dividend yield at 1.50%, compared with 0.89% for RDVY.

OPPJ is categorized as Japan Equities, while RDVY is Large Cap Blend Equities. OPPJ tracks WisdomTree Japan Opportunities Index, while RDVY tracks NASDAQ US Rising Dividend Achievers. They also come from different issuers: WisdomTree and First Trust. Their fees differ too: 0.58% for OPPJ and 0.50% for RDVY.

OPPJ currently has the higher Sharpe Ratio (3.22 vs 2.03), 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.

Portfolio Optimizer

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