DHS vs. BRK-B
Compare and contrast key facts about WisdomTree US High Dividend Fund (DHS) and Berkshire Hathaway Inc. (BRK-B).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DHS or BRK-B.
Key characteristics
| DHS | BRK-B | |
|---|---|---|
| YTD Return | 7.27% | 16.90% |
| 1Y Return | 16.01% | 26.44% |
| 3Y Return (Ann) | 7.00% | 13.20% |
| 5Y Return (Ann) | 7.95% | 15.46% |
| 10Y Return (Ann) | 8.16% | 12.73% |
| Sharpe Ratio | 1.29 | 2.27 |
| Daily Std Dev | 12.66% | 12.07% |
| Max Drawdown | -67.25% | -53.86% |
| Current Drawdown | 0.00% | -0.85% |
Correlation
The correlation between DHS and BRK-B is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DHS vs. BRK-B - Performance Comparison
In the year-to-date period, DHS achieves a 7.27% return, which is significantly lower than BRK-B's 16.90% return. Over the past 10 years, DHS has underperformed BRK-B with an annualized return of 8.16%, while BRK-B has yielded a comparatively higher 12.73% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
DHS vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and Berkshire Hathaway Inc. (BRK-B). 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
DHS vs. BRK-B - Dividend Comparison
DHS's dividend yield for the trailing twelve months is around 3.94%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 3.94% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% | 2.91% | 3.20% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DHS vs. BRK-B - Drawdown Comparison
The maximum DHS drawdown since its inception was -67.25%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for DHS and BRK-B. For additional features, visit the drawdowns tool.
Volatility
DHS vs. BRK-B - Volatility Comparison
WisdomTree US High Dividend Fund (DHS) and Berkshire Hathaway Inc. (BRK-B) have volatilities of 2.82% and 2.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.