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WisdomTree US High Dividend Fund (DHS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US97717W2089

CUSIP

97717W208

Issuer

WisdomTree

Inception Date

Jun 16, 2006

Region

North America (U.S.)

Leveraged

1x

Index Tracked

WisdomTree U.S. High Dividend Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

DHS features an expense ratio of 0.38%, falling within the medium range.


Expense ratio chart for DHS: current value at 0.38% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.38%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
DHS vs. SCHD DHS vs. SPHD DHS vs. JEPI DHS vs. DIA DHS vs. DTD DHS vs. SPY DHS vs. DGRO DHS vs. VNQ DHS vs. BRK-B DHS vs. ITOT
Popular comparisons:
DHS vs. SCHD DHS vs. SPHD DHS vs. JEPI DHS vs. DIA DHS vs. DTD DHS vs. SPY DHS vs. DGRO DHS vs. VNQ DHS vs. BRK-B DHS vs. ITOT

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WisdomTree US High Dividend Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


250.00%300.00%350.00%400.00%JulyAugustSeptemberOctoberNovemberDecember
271.76%
369.19%
DHS (WisdomTree US High Dividend Fund)
Benchmark (^GSPC)

Returns By Period

WisdomTree US High Dividend Fund had a return of 17.20% year-to-date (YTD) and 16.85% in the last 12 months. Over the past 10 years, WisdomTree US High Dividend Fund had an annualized return of 8.07%, while the S&P 500 had an annualized return of 11.01%, indicating that WisdomTree US High Dividend Fund did not perform as well as the benchmark.


DHS

YTD

17.20%

1M

-4.75%

6M

13.49%

1Y

16.85%

5Y*

7.98%

10Y*

8.07%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of DHS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.42%1.44%6.19%-3.36%3.03%-0.83%8.02%2.52%1.06%1.73%6.02%17.20%
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%
2020-2.70%-8.86%-16.45%10.16%2.05%-1.06%2.53%1.63%-2.86%-1.49%12.10%2.36%-5.71%
20198.10%2.20%1.45%1.58%-5.63%5.79%0.96%-2.01%4.43%0.88%1.45%2.02%22.60%
20181.34%-6.03%-1.01%0.44%1.53%1.42%2.71%1.21%0.29%-3.45%3.33%-8.70%-7.41%
2017-0.32%3.41%-0.56%-0.31%0.31%0.53%1.26%-0.45%2.35%0.38%3.54%1.08%11.69%
2016-1.26%1.71%7.35%0.61%1.31%4.31%1.90%-1.50%0.20%-2.87%2.44%2.71%17.82%
2015-1.79%3.12%-2.04%1.57%-0.18%-2.50%0.86%-5.32%-1.22%8.27%-0.60%-0.20%-0.64%
2014-2.58%3.17%2.88%2.22%1.25%2.18%-1.79%3.51%-1.08%3.09%1.97%-0.35%15.19%
20135.82%1.98%4.48%4.05%-2.07%-0.08%3.04%-3.49%1.85%5.22%0.68%1.07%24.49%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of DHS is 64, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of DHS is 6464
Overall Rank
The Sharpe Ratio Rank of DHS is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of DHS is 6262
Sortino Ratio Rank
The Omega Ratio Rank of DHS is 6161
Omega Ratio Rank
The Calmar Ratio Rank of DHS is 7070
Calmar Ratio Rank
The Martin Ratio Rank of DHS is 6666
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for DHS, currently valued at 1.46, compared to the broader market0.002.004.001.461.90
The chart of Sortino ratio for DHS, currently valued at 2.08, compared to the broader market-2.000.002.004.006.008.0010.002.082.54
The chart of Omega ratio for DHS, currently valued at 1.26, compared to the broader market0.501.001.502.002.503.001.261.35
The chart of Calmar ratio for DHS, currently valued at 2.41, compared to the broader market0.005.0010.0015.002.412.81
The chart of Martin ratio for DHS, currently valued at 8.57, compared to the broader market0.0020.0040.0060.0080.00100.008.5712.39
DHS
^GSPC

The current WisdomTree US High Dividend Fund Sharpe ratio is 1.46. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of WisdomTree US High Dividend Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.46
1.90
DHS (WisdomTree US High Dividend Fund)
Benchmark (^GSPC)

Dividends

Dividend History

WisdomTree US High Dividend Fund provided a 3.78% dividend yield over the last twelve months, with an annual payout of $3.52 per share. The fund has been increasing its distributions for 2 consecutive years.


3.00%3.50%4.00%$0.00$1.00$2.00$3.00$4.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.52$3.54$2.94$2.71$2.87$2.83$2.45$2.18$2.19$2.08$1.79$1.76

Dividend yield

3.78%4.31%3.42%3.29%4.14%3.69%3.75%3.00%3.25%3.53%2.91%3.19%

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
2024$0.09$0.21$0.29$0.30$0.31$0.38$0.19$0.35$0.33$0.21$0.36$0.00$2.99
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$0.47$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$0.37$2.71
2020$0.12$0.30$0.00$0.15$0.30$0.21$0.25$0.21$0.12$0.34$0.19$0.71$2.87
2019$0.12$0.14$0.25$0.23$0.27$0.21$0.20$0.28$0.21$0.19$0.27$0.48$2.83
2018$0.12$0.09$0.36$0.11$0.13$0.27$0.28$0.14$0.33$0.19$0.15$0.30$2.45
2017$0.12$0.15$0.25$0.09$0.15$0.25$0.18$0.18$0.24$0.18$0.12$0.30$2.18
2016$0.14$0.14$0.12$0.24$0.16$0.14$0.23$0.19$0.22$0.19$0.19$0.25$2.19
2015$0.11$0.18$0.14$0.17$0.18$0.17$0.20$0.16$0.18$0.22$0.16$0.23$2.08
2014$0.14$0.14$0.14$0.14$0.13$0.15$0.14$0.15$0.14$0.17$0.16$0.20$1.79
2013$0.15$0.15$0.13$0.14$0.14$0.14$0.14$0.14$0.14$0.15$0.15$0.19$1.76

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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.40%
-3.58%
DHS (WisdomTree US High Dividend Fund)
Benchmark (^GSPC)

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 7.40%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.25%Oct 10, 2007353Mar 5, 2009982Jan 29, 20131335
-37.35%Feb 13, 202027Mar 23, 2020243Mar 10, 2021270
-15.28%Jun 8, 202280Sep 30, 202242Nov 30, 2022122
-14.61%Jan 29, 2018229Dec 24, 201856Mar 18, 2019285
-14.59%Feb 3, 2023185Oct 27, 202399Mar 21, 2024284

Volatility

Volatility Chart

The current WisdomTree US High Dividend Fund volatility is 3.55%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.55%
3.64%
DHS (WisdomTree US High Dividend Fund)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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