Compare · 3 funds side by side · dividends reinvested

OPPJ, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$28,986OPPJ · best of the three

02 / 04

OPPJ, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Japan Opportunities FundInternational · Region & country0.58%1.12%+22.8%+33.2%+29.7%+23.7%−9.8%21.3%$326M1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: OPPJ 2013 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Japan Opportunities Fund · $326M$28,986

OPPJ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

OPPJMeasureSPYM

+22.8%Year to dateJan 1 → Nov 3+11.5%

+33.2%1 yearTotal return+11.9%

+29.7%3 years · per year$10,000 became $21,803 · $19,092+24.1%

+23.7%5 years · per year$10,000 became $28,986 · $17,749+12.2%

0.58%Expense ratio$58 · $2 a year on $10k · lower is better0.02%

1.12%Trailing 12-mo yield$112 · $103 a year on $10k1.03%

−9.8%Worst dropSmaller is better−8.9%

21.3%VolatilityLower is calmer12.7%

OPPJSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3OPPJ wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

OPPJ vs SPYM: Top 5 Holdings

Today

OPPJ

36.9%in top 5

SPYM

in top 527.4%

OPPJStockSPYM

8.2%8053.Tnot top 5

not top 5NVDA7.8%

7.7%8058.Tnot top 5

not top 5AAPL7.7%

7.4%8002.Tnot top 5

7.1%8031.Tnot top 5

6.6%8001.Tnot top 5

not top 5MSFT5.9%

not top 5AMZN3.6%

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

OPPJ vs SPYM Returns, Every Period

WisdomTreeOPPJ

+23.7%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

OPPJSPYMFaded: behind in that period

4–0OPPJ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

International vs Core: OPPJ vs SPYM

YTD

WisdomTreeOPPJ

+22.8%

SPYMSPDR

+11.5%

+22.8%Year to date+11.5%

−9.8%Worst drop · 1Y−8.9%

21.3%Volatility · 1Y12.7%

1.1%Yield1.0%

$326MAssets$185B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: OPPJ, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

OPPJ0.58%$58

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: OPPJ, SPYM, SPY

1.12%highest, OPPJ

FundTrailing yieldYield$10k

OPPJ1.12%$112

SPYM1.03%$103

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

OPPJ$112 − $58 = $54

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: OPPJ, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

OPPJSPYMSPY

OPPJ—0.0%0.0%

SPYM0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.2%OPPJ, at 21.3% volatility

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

OPPJWorst drop−9.8%21.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

OPPJSPYM

+22.8%Year to date+11.5%

1.1%Yield1.0%

+33.2%Past year+11.9%

0.58%Fee0.02%

3–1OPPJ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026