DHS vs. DGRO
Compare and contrast key facts about WisdomTree US High Dividend Fund (DHS) and iShares Core Dividend Growth ETF (DGRO).
DHS and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both DHS and DGRO 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: DHS or DGRO.
Performance
DHS vs. DGRO - Performance Comparison
Returns By Period
In the year-to-date period, DHS achieves a 23.05% return, which is significantly higher than DGRO's 19.49% return. Over the past 10 years, DHS has underperformed DGRO with an annualized return of 8.63%, while DGRO has yielded a comparatively higher 11.77% annualized return.
DHS
23.05%
2.37%
15.35%
31.05%
9.61%
8.63%
DGRO
19.49%
-1.03%
9.74%
27.24%
11.86%
11.77%
Key characteristics
| DHS | DGRO | |
|---|---|---|
| Sharpe Ratio | 2.64 | 2.90 |
| Sortino Ratio | 3.69 | 4.07 |
| Omega Ratio | 1.47 | 1.53 |
| Calmar Ratio | 3.25 | 5.24 |
| Martin Ratio | 16.89 | 19.08 |
| Ulcer Index | 1.91% | 1.45% |
| Daily Std Dev | 12.22% | 9.56% |
| Max Drawdown | -67.25% | -35.10% |
| Current Drawdown | -0.12% | -1.50% |
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DHS vs. DGRO - Expense Ratio Comparison
DHS has a 0.38% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Correlation
The correlation between DHS and DGRO is 0.88, 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.
Risk-Adjusted Performance
DHS vs. DGRO - Risk-Adjusted Performance 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.
Dividends
DHS vs. DGRO - Dividend Comparison
DHS's dividend yield for the trailing twelve months is around 3.52%, more than DGRO's 2.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 3.52% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.75% | 3.00% | 3.25% | 3.53% | 2.91% | 3.19% |
DGRO iShares Core Dividend Growth ETF | 2.18% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
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. For additional features, visit the drawdowns tool.
Volatility
DHS vs. DGRO - Volatility Comparison
WisdomTree US High Dividend Fund (DHS) has a higher volatility of 4.06% compared to iShares Core Dividend Growth ETF (DGRO) at 3.32%. 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.