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ISIN
US97717W2089
CUSIP
97717W208
Inception Date
Jun 16, 2006
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
WisdomTree U.S. High Dividend Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$1B

Share Price Chart


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Performance

DHS Performance Chart

WisdomTree US High Dividend Fund (DHS) is up 11.7% since the beginning of the year. DHS is currently trading at $112 per share. Investors who bought $1,000 worth of DHS shares 5 years ago would now be looking at an investment worth $1,737.


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S&P 500 Index

Returns By Period

WisdomTree US High Dividend Fund (DHS) has returned 11.70% so far this year and 21.93% over the past 12 months. Over the last ten years, DHS has returned 9.64% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


WisdomTree US High Dividend Fund

1D
0.55%
1M
-0.98%
YTD
11.70%
6M
11.36%
1Y
21.93%
3Y*
17.26%
5Y*
11.67%
10Y*
9.64%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DHS Monthly Returns History

Based on dividend-adjusted daily data since Jun 16, 2006, DHS's average daily return is +0.04%, while the average monthly return is +0.76%. At this rate, an investment would double in approximately 7.6 years.

Historically, 63% of months were positive and 37% were negative. The best month was Apr 2009 with a return of +14.2%, while the worst month was Jan 2009 at -18.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, DHS closed higher 53% of trading days. The best single day was Nov 24, 2008 with a return of +10.0%, while the worst single day was Dec 1, 2008 at -11.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.29%4.50%-2.77%2.86%0.22%0.33%11.70%
20252.98%4.05%-0.27%-5.50%1.49%1.94%0.94%4.97%-0.09%-2.28%4.33%0.10%12.87%
2024-1.42%1.44%6.19%-3.36%3.03%-0.83%8.02%2.52%1.06%1.73%6.02%-6.76%18.02%
20233.17%-3.79%-2.69%0.21%-6.86%4.72%4.58%-2.52%-2.76%-3.83%5.48%5.14%-0.19%
20223.04%0.01%3.90%-2.64%5.50%-8.06%3.66%-2.31%-8.06%12.52%5.10%-3.03%7.97%
2021-1.16%3.28%8.54%2.84%1.88%-1.39%1.11%2.70%-4.34%2.17%-1.49%7.66%23.20%

Benchmark Metrics

WisdomTree US High Dividend Fund has an annualized alpha of 0.21%, beta of 0.88, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since June 16, 2006.

  • This ETF participated in 86.33% of S&P 500 Index downside but only 81.88% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 0.88 and R2 of 0.75, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
0.21%
Beta
0.88
0.75
Upside Capture
81.88%
Downside Capture
86.33%

Expense Ratio

DHS has an expense ratio of 0.38%, placing it in the medium range.


Return for Risk

Risk / Return Rank

DHS ranks 70 for risk / return — better than 70% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


DHS Risk / Return Rank: 7070
Overall Rank
DHS Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 7575
Sortino Ratio Rank
DHS Omega Ratio Rank: 6464
Omega Ratio Rank
DHS Calmar Ratio Rank: 7272
Calmar Ratio Rank
DHS Martin Ratio Rank: 7070
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.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and compare them to S&P 500 Index.

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.


DHSBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

+0.46

Omega ratioGain probability vs. loss probability

1.37

1.37

0.00

Calmar ratioReturn relative to maximum drawdown

3.50

2.78

+0.71

Martin ratioReturn relative to average drawdown

12.69

12.44

+0.25

Dividends

Dividend History

WisdomTree US High Dividend Fund provided a 3.30% dividend yield over the last twelve months, with an annual payout of $3.70 per share.


3.00%3.20%3.40%3.60%3.80%4.00%4.20%4.40%$0.00$1.00$2.00$3.00$4.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$3.70$3.38$3.41$3.54$2.94$2.71$2.87$2.83$2.45$2.18$2.19$2.08

Dividend yield

3.30%3.32%3.66%4.31%3.42%3.29%4.14%3.69%3.76%3.00%3.25%3.53%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree US High Dividend Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.20$0.16$0.39$0.41$0.28$0.00$1.42
2025$0.12$0.17$0.31$0.31$0.20$0.45$0.21$0.22$0.43$0.22$0.19$0.58$3.38
2024$0.09$0.21$0.29$0.30$0.31$0.38$0.19$0.35$0.33$0.21$0.36$0.42$3.41
2023$0.11$0.20$0.54$0.14$0.39$0.31$0.21$0.32$0.32$0.21$0.29$0.53$3.54
2022$0.10$0.05$0.13$0.26$0.28$0.40$0.24$0.30$0.34$0.20$0.21$0.46$2.94
2021$0.09$0.05$0.39$0.18$0.16$0.28$0.29$0.19$0.26$0.30$0.19$0.36$2.71

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree US High Dividend Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree US High Dividend Fund was 67.25%, occurring on Mar 5, 2009. Recovery took 982 trading sessions.

The current WisdomTree US High Dividend Fund drawdown is 1.98%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-67.25%Mar 2009
1y 4mo3y 11mo
5y 3moOct 2007 - Jan 2013
COVID crash2020
-37.35%Mar 2020
1mo 9d11mo 22d
1y 26dFeb 2020 - Mar 2021
Bear market2022
-15.28%Sep 2022
3mo 24d2mo 1d
5mo 25dJun 2022 - Nov 2022
Rate-hike selloffLate 2018
-14.61%Dec 2018
10mo 29d2mo 24d
1y 1moJan 2018 - Mar 2019
2023 correction2023
-14.59%Oct 2023
8mo 26d4mo 26d
1y 1moFeb 2023 - Mar 2024

Drawdown Indicators


DHSBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-67.25%

-56.78%

-10.47%

Max Drawdown (1Y)

Largest decline over 1 year

-6.30%

-9.10%

+2.80%

Max Drawdown (3Y)

Largest decline over 3 years

-11.87%

-18.90%

+7.03%

Max Drawdown (5Y)

Largest decline over 5 years

-15.28%

-25.43%

+10.15%

Max Drawdown (10Y)

Largest decline over 10 years

-37.35%

-33.92%

-3.43%

Current Drawdown

Current decline from peak

-1.98%

-1.80%

-0.18%

Average Drawdown

Average peak-to-trough decline

-9.53%

-10.71%

+1.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.73%

2.03%

-0.30%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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