DHS vs. DIA
Compare and contrast key facts about WisdomTree US High Dividend Fund (DHS) and SPDR Dow Jones Industrial Average ETF (DIA).
DHS and DIA 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. DIA is a passively managed fund by State Street that tracks the performance of the Dow Jones Industrial Average. It was launched on Jan 14, 1998. Both DHS and DIA 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 DIA.
Key characteristics
| DHS | DIA | |
|---|---|---|
| YTD Return | 2.60% | 1.05% |
| 1Y Return | 9.09% | 14.65% |
| 3Y Return (Ann) | 6.15% | 5.76% |
| 5Y Return (Ann) | 6.72% | 9.58% |
| 10Y Return (Ann) | 7.65% | 11.03% |
| Sharpe Ratio | 0.48 | 1.34 |
| Daily Std Dev | 13.36% | 10.05% |
| Max Drawdown | -67.25% | -51.87% |
| Current Drawdown | -3.38% | -4.69% |
Correlation
The correlation between DHS and DIA is 0.85, 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
DHS vs. DIA - Performance Comparison
In the year-to-date period, DHS achieves a 2.60% return, which is significantly higher than DIA's 1.05% return. Over the past 10 years, DHS has underperformed DIA with an annualized return of 7.65%, while DIA has yielded a comparatively higher 11.03% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DHS vs. DIA - Expense Ratio Comparison
DHS has a 0.38% expense ratio, which is higher than DIA's 0.16% expense ratio.
Risk-Adjusted Performance
DHS vs. DIA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and SPDR Dow Jones Industrial Average ETF (DIA). 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. DIA - Dividend Comparison
DHS's dividend yield for the trailing twelve months is around 4.12%, more than DIA's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 4.12% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% | 2.91% | 3.20% |
DIA SPDR Dow Jones Industrial Average ETF | 1.82% | 1.81% | 1.91% | 1.58% | 1.87% | 2.09% | 2.24% | 1.97% | 2.26% | 2.33% | 2.02% | 2.08% |
Drawdowns
DHS vs. DIA - Drawdown Comparison
The maximum DHS drawdown since its inception was -67.25%, which is greater than DIA's maximum drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for DHS and DIA. For additional features, visit the drawdowns tool.
Volatility
DHS vs. DIA - Volatility Comparison
WisdomTree US High Dividend Fund (DHS) has a higher volatility of 3.88% compared to SPDR Dow Jones Industrial Average ETF (DIA) at 3.23%. This indicates that DHS's price experiences larger fluctuations and is considered to be riskier than DIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.