CDL vs. DHS
Compare and contrast key facts about VictoryShares US Large Cap High Dividend Volatility Wtd ETF (CDL) and WisdomTree US High Dividend Fund (DHS).
CDL and DHS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CDL is a passively managed fund by Crestview that tracks the performance of the Nasdaq Victory U.S. Large Cap High Dividend 100 Volatility Weighted Index. It was launched on Jul 8, 2015. DHS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. High Dividend Index. It was launched on Jun 16, 2006. Both CDL and DHS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CDL or DHS.
Correlation
The correlation between CDL and DHS is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CDL vs. DHS - Performance Comparison
Key characteristics
CDL:
0.83
DHS:
1.17
CDL:
1.19
DHS:
1.62
CDL:
1.17
DHS:
1.23
CDL:
0.92
DHS:
1.44
CDL:
3.15
DHS:
4.76
CDL:
3.77%
DHS:
3.60%
CDL:
14.42%
DHS:
14.69%
CDL:
-41.03%
DHS:
-67.25%
CDL:
-5.96%
DHS:
-5.04%
Returns By Period
In the year-to-date period, CDL achieves a 0.95% return, which is significantly lower than DHS's 1.84% return.
CDL
0.95%
4.46%
-0.26%
10.85%
15.60%
N/A
DHS
1.84%
4.35%
1.38%
15.85%
13.66%
8.36%
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CDL vs. DHS - Expense Ratio Comparison
CDL has a 0.35% expense ratio, which is lower than DHS's 0.38% expense ratio.
Risk-Adjusted Performance
CDL vs. DHS — Risk-Adjusted Performance Rank
CDL
DHS
CDL vs. DHS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares US Large Cap High Dividend Volatility Wtd ETF (CDL) and WisdomTree US High Dividend Fund (DHS). 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.
Dividends
CDL vs. DHS - Dividend Comparison
CDL's dividend yield for the trailing twelve months is around 3.28%, less than DHS's 3.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDL VictoryShares US Large Cap High Dividend Volatility Wtd ETF | 3.28% | 3.27% | 3.61% | 3.31% | 2.60% | 3.32% | 3.04% | 3.32% | 2.87% | 2.97% | 1.28% | 0.00% |
DHS WisdomTree US High Dividend Fund | 3.64% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% | 2.91% |
Drawdowns
CDL vs. DHS - Drawdown Comparison
The maximum CDL drawdown since its inception was -41.03%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for CDL and DHS. For additional features, visit the drawdowns tool.
Volatility
CDL vs. DHS - Volatility Comparison
VictoryShares US Large Cap High Dividend Volatility Wtd ETF (CDL) has a higher volatility of 9.91% compared to WisdomTree US High Dividend Fund (DHS) at 9.23%. This indicates that CDL's price experiences larger fluctuations and is considered to be riskier than DHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.