PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
DHS vs. DGRO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

DHS vs. DGRO

Last updated Aug 2, 2026
Documentation

DHS (WisdomTree US High Dividend Fund) and DGRO (iShares Core Dividend Growth ETF) are both exchange-traded funds - DHS is a Large Cap Value Equities fund tracking the WisdomTree U.S. High Dividend Index, while DGRO is a Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Both are passively managed. Over the past 10 years, DHS returned 9.68%/yr vs 13.44%/yr for DGRO. Their correlation of 0.88 means they have usually moved in the same direction. DHS charges 0.38%/yr vs 0.08%/yr for DGRO.

Performance

DHS vs. DGRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree US High Dividend Fund (DHS) and iShares Core Dividend Growth ETF (DGRO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, DHS achieves a 16.66% return, which is significantly higher than DGRO's 13.39% return. Over the past 10 years, DHS has underperformed DGRO with an annualized return of 9.68%, while DGRO has yielded a comparatively higher 13.44% annualized return.

DHS

1D
-0.37%
1M
1.58%
6M
9.76%
YTD
16.66%
1Y
25.21%
3Y*
16.49%
5Y*
12.26%
10Y*
9.68%
ALL TIME*
8.24%

DGRO

1D
-0.28%
1M
0.97%
6M
9.59%
YTD
13.39%
1Y
24.21%
3Y*
16.30%
5Y*
11.08%
10Y*
13.44%
ALL TIME*
12.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

DGRO

iShares Core Dividend Growth ETF
$103.52M$104.25M$110.17M

DHS

WisdomTree US High Dividend Fund
$5.32M$3.61M$2.98M

DHS vs. DGRO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
DHS
WisdomTree US High Dividend Fund		16.66%12.87%18.02%-0.19%7.97%23.20%-5.70%22.59%-7.41%11.69%
DGRO
iShares Core Dividend Growth ETF		13.39%15.69%16.62%10.47%-7.91%26.64%9.50%29.87%-2.38%23.00%

Correlation

The correlation between DHS and DGRO is 0.81, meaning they have usually moved in the same direction, including during past declines.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.81

Correlation (3Y)
Balances recent behavior with more history.

0.85

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.85

Correlation (10Y)
Provides a long-term view across more market conditions.

0.87

Correlation (All Time)
Calculated using the full available price history since Jun 12, 2014

0.88

The correlation between DHS and DGRO has been stable across timeframes, ranging from 0.81 to 0.88 - a consistent structural relationship.

DHS vs. DGRO - Sectors Allocation Comparison

Sectors
DHS
DGRO

Financial Services

23.2%
20.4%

Healthcare

15.9%
17.9%

Consumer Defensive

14.2%
11.9%

Utilities

8.9%
7.3%

Energy

8.2%
4.8%

Communication Services

8.2%
0.1%

Technology

7.4%
17.3%

Consumer Cyclical

5.4%
6.5%

Industrials

4.5%
11.3%

Real Estate

3.0%

-

Basic Materials

1.1%
2.5%

Financial Services

DHS
23.2%
DGRO
20.4%

Healthcare

DHS
15.9%
DGRO
17.9%

Consumer Defensive

DHS
14.2%
DGRO
11.9%

Utilities

DHS
8.9%
DGRO
7.3%

Energy

DHS
8.2%
DGRO
4.8%

Communication Services

DHS
8.2%
DGRO
0.1%

Technology

DHS
7.4%
DGRO
17.3%

Consumer Cyclical

DHS
5.4%
DGRO
6.5%

Industrials

DHS
4.5%
DGRO
11.3%

Real Estate

DHS
3.0%
DGRO

-

Basic Materials

DHS
1.1%
DGRO
2.5%

Compare stocks, funds, or ETFs

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

WisdomTree US High Dividend Fund

iShares Core Dividend Growth ETF

Often compared with DHS:
DHS vs. SCHDDHS vs. SPHDDHS vs. FDVVDHS vs. JEPIDHS vs. DTDDHS vs. SPYDHS vs. DNP
Often compared with DGRO:
DGRO vs. SCHDDGRO vs. VIGDGRO vs. VYMDGRO vs. VOODGRO vs. DGRWDGRO vs. DIVODGRO vs. HDV

Return for Risk

DHS vs. DGRO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
DHS
DHS Risk / Return Rank: 9191
Overall Rank
DHS Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 9393
Sortino Ratio Rank
DHS Omega Ratio Rank: 9090
Omega Ratio Rank
DHS Calmar Ratio Rank: 9191
Calmar Ratio Rank
DHS Martin Ratio Rank: 9090
Martin Ratio Rank
DGRO
DGRO Risk / Return Rank: 9191
Overall Rank
DGRO Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
DGRO Sortino Ratio Rank: 9393
Sortino Ratio Rank
DGRO Omega Ratio Rank: 9292
Omega Ratio Rank
DGRO Calmar Ratio Rank: 8888
Calmar Ratio Rank
DGRO Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DHS vs. DGRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and iShares Core Dividend Growth ETF (DGRO). 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.

DHSDGRODifference
Sharpe ratioReturn per unit of total volatility
2.41
2.44

-0.03

Sortino ratioReturn per unit of downside risk
3.61
3.55

+0.06

Omega ratioGain probability vs. loss probability

1.42

1.45

-0.03

Calmar ratioReturn relative to maximum drawdown

3.97

3.61

+0.36

Martin ratioReturn relative to average drawdown

14.58

14.07

+0.52

DHS vs. DGRO - Sharpe Ratio Comparison

The current DHS Sharpe Ratio is 2.41, which is comparable to the DGRO Sharpe Ratio of 2.44. The chart below compares the historical Sharpe Ratios of DHS and DGRO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Drawdowns

DHS vs. DGRO - Drawdown Comparison

The maximum DHS drawdown since its inception was -67.25%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for DHS and DGRO.

Loading charts...

Drawdown Indicators

DHSDGRODifference

Max Drawdown

Largest peak-to-trough decline

-67.25%

-35.10%

-32.15%

Max Drawdown (1Y)

Largest decline over 1 year

-6.30%

-6.47%

+0.17%

Max Drawdown (3Y)

Largest decline over 3 years

-11.87%

-14.03%

+2.16%

Max Drawdown (5Y)

Largest decline over 5 years

-15.28%

-19.31%

+4.03%

Max Drawdown (10Y)

Largest decline over 10 years

-37.35%

-35.10%

-2.25%

Current Drawdown

Current decline from peak

-2.23%

-1.35%

-0.88%

Average Drawdown

Average peak-to-trough decline

-9.48%

-3.41%

-6.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.71%

1.66%

+0.05%

Volatility

DHS vs. DGRO - Volatility Comparison

WisdomTree US High Dividend Fund (DHS) has a higher volatility of 3.88% compared to iShares Core Dividend Growth ETF (DGRO) at 3.21%. This indicates that DHS's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

DHSDGRODifference

Volatility (1M)

Calculated over the trailing 1-month period

3.88%

3.21%

+0.67%

Volatility (6M)

Calculated over the trailing 6-month period

7.92%

7.12%

+0.80%

Volatility (1Y)

Calculated over the trailing 1-year period

10.43%

9.61%

+0.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.91%

13.79%

+0.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.09%

16.58%

-0.49%

DHS vs. DGRO - Expense Ratio Comparison

DHS has a 0.38% expense ratio, which is higher than DGRO's 0.08% expense ratio.

Dividends

DHS vs. DGRO - Dividend Comparison

DHS's dividend yield for the trailing twelve months is around 3.19%, more than DGRO's 1.89% yield.

PositionTTM20252024202320222021202020192018201720162015
DGRO
iShares Core Dividend Growth ETF		1.89%2.09%2.26%2.45%2.34%1.93%2.30%2.21%2.44%2.03%2.27%2.52%
DHS
WisdomTree US High Dividend Fund		3.19%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 DGRO have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DHS has higher volatility (3.88%) compared to DGRO (3.21%). In terms of maximum drawdown, DHS dropped -67.25% vs DGRO's -35.10%.

On 10-year performance, DGRO leads with 13.44% vs 9.68% for DHS. On fees, DGRO is cheaper at 0.08% per year. On volatility, DGRO has been the lower-risk option at 3.21%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, DGRO has performed better with a 13.44% return vs 9.68%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DGRO is cheaper with a 0.08% expense ratio, compared with 0.38% for DHS.

DHS has the higher dividend yield at 3.19%, compared with 1.89% for DGRO.

DHS is categorized as Large Cap Value Equities, while DGRO is Large Cap Growth Equities. DHS tracks WisdomTree U.S. High Dividend Index, while DGRO tracks Morningstar US Dividend Growth Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.38% for DHS and 0.08% for DGRO.

DGRO currently has the higher Sharpe Ratio (2.44 vs 2.41), 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.

Portfolio Optimizer

Find the right allocation for DHS and DGRO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer