DHS vs. AVLV
DHS (WisdomTree US High Dividend Fund) and AVLV (Avantis U.S. Large Cap Value ETF) are both Large Cap Value Equities funds. DHS is passively managed, while AVLV is actively managed. Over the past 3 years, DHS returned 17.11%/yr vs 21.00%/yr for AVLV. Their 0.77 correlation means they have sometimes moved together and sometimes differently. DHS charges 0.38%/yr vs 0.15%/yr for AVLV.
Performance
DHS vs. AVLV - Performance Comparison
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Returns By Period
In the year-to-date period, DHS achieves a 17.07% return, which is significantly lower than AVLV's 23.60% return.
DHS
- 1D
- 0.35%
- 1M
- 1.94%
- 6M
- 9.42%
- YTD
- 17.07%
- 1Y
- 25.65%
- 3Y*
- 17.11%
- 5Y*
- 12.40%
- 10Y*
- 9.67%
- ALL TIME*
- 8.26%
AVLV
- 1D
- 1.01%
- 1M
- 2.49%
- 6M
- 14.26%
- YTD
- 23.60%
- 1Y
- 37.90%
- 3Y*
- 21.00%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $110.88M | $105.15M | $154.25M | |
| $5.47M | $3.71M | $2.99M |
DHS vs. AVLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 17.07% | 12.87% | 18.02% | -0.19% | 7.97% | 7.55% |
AVLV Avantis U.S. Large Cap Value ETF | 23.60% | 15.12% | 17.49% | 17.43% | -5.53% | 6.27% |
Correlation
The correlation between DHS and AVLV is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.52 |
Correlation (3Y) Balances recent behavior with more history. | 0.71 |
Correlation (All Time) Calculated using the full available price history since Sep 23, 2021 | 0.77 |
Over the past year, the correlation between DHS and AVLV has dropped to 0.52 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
DHS vs. AVLV - Sectors Allocation Comparison
Sectors
DHS
AVLV
Financial Services
Healthcare
Consumer Defensive
Utilities
Energy
Communication Services
Technology
Consumer Cyclical
Industrials
Real Estate
Basic Materials
Financial Services
DHS
AVLV
Healthcare
DHS
AVLV
Consumer Defensive
DHS
AVLV
Utilities
DHS
AVLV
Energy
DHS
AVLV
Communication Services
DHS
AVLV
Technology
DHS
AVLV
Consumer Cyclical
DHS
AVLV
Industrials
DHS
AVLV
Real Estate
DHS
AVLV
Basic Materials
DHS
AVLV
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Return for Risk
DHS vs. AVLV — Risk / Return Rank
DHS
AVLV
DHS vs. AVLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and Avantis U.S. Large Cap Value ETF (AVLV). 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.
| DHS | AVLV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.56 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 4.09 | 5.96 | -1.87 |
| Martin ratioReturn relative to average drawdown | 15.00 | 24.13 | -9.12 |
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Drawdowns
DHS vs. AVLV - Drawdown Comparison
The maximum DHS drawdown since its inception was -67.25%, which is greater than AVLV's maximum drawdown of -19.50%. Use the drawdown chart below to compare losses from any high point for DHS and AVLV.
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Drawdown Indicators
| DHS | AVLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.25% | -19.50% | -47.75% |
Max Drawdown (1Y)Largest decline over 1 year | -6.30% | -6.39% | +0.09% |
Max Drawdown (3Y)Largest decline over 3 years | -11.87% | -19.50% | +7.63% |
Max Drawdown (5Y)Largest decline over 5 years | -15.28% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -37.35% | — | — |
Current DrawdownCurrent decline from peak | -1.89% | 0.00% | -1.89% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -3.82% | -5.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 1.58% | +0.13% |
Volatility
DHS vs. AVLV - Volatility Comparison
WisdomTree US High Dividend Fund (DHS) has a higher volatility of 3.77% compared to Avantis U.S. Large Cap Value ETF (AVLV) at 2.53%. This indicates that DHS's price experiences larger fluctuations and is considered to be riskier than AVLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DHS | AVLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 2.53% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 7.84% | 8.88% | -1.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.40% | 12.35% | -1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 17.17% | -3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 17.17% | -1.07% |
DHS vs. AVLV - Expense Ratio Comparison
DHS has a 0.38% expense ratio, which is higher than AVLV's 0.15% expense ratio.
Dividends
DHS vs. AVLV - Dividend Comparison
DHS's dividend yield for the trailing twelve months is around 3.18%, more than AVLV's 1.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVLV Avantis U.S. Large Cap Value ETF | 1.05% | 1.33% | 1.58% | 1.85% | 2.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DHS WisdomTree US High Dividend Fund | 3.18% | 3.32% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% |
Frequently Asked Questions
DHS and AVLV have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DHS has higher volatility (3.77%) compared to AVLV (2.53%). In terms of maximum drawdown, DHS dropped -67.25% vs AVLV's -19.50%.
On 3-year performance, AVLV leads with 21.00% vs 17.11% for DHS. On fees, AVLV is cheaper at 0.15% per year. On volatility, AVLV has been the lower-risk option at 2.53%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, AVLV has performed better with a 21.00% return vs 17.11%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVLV is cheaper with a 0.15% expense ratio, compared with 0.38% for DHS.
DHS has the higher dividend yield at 3.18%, compared with 1.05% for AVLV.
They also come from different issuers: WisdomTree and Avantis. Their fees differ too: 0.38% for DHS and 0.15% for AVLV.
AVLV currently has the higher Sharpe Ratio (3.09 vs 2.48), 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.
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