DHS vs. DIVB
Compare and contrast key facts about WisdomTree US High Dividend Fund (DHS) and iShares U.S. Dividend and Buyback ETF (DIVB).
DHS and DIVB 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. DIVB is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend and Buyback Index. It was launched on Nov 7, 2017. Both DHS and DIVB 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 DIVB.
Correlation
The correlation between DHS and DIVB is 0.72, 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. DIVB - Performance Comparison
Key characteristics
DHS:
0.96
DIVB:
0.66
DHS:
1.36
DIVB:
0.99
DHS:
1.19
DIVB:
1.14
DHS:
1.19
DIVB:
0.69
DHS:
4.06
DIVB:
2.84
DHS:
3.49%
DIVB:
3.74%
DHS:
14.72%
DIVB:
16.15%
DHS:
-67.25%
DIVB:
-36.93%
DHS:
-6.57%
DIVB:
-8.56%
Returns By Period
In the year-to-date period, DHS achieves a 0.21% return, which is significantly higher than DIVB's -2.27% return.
DHS
0.21%
-4.58%
-1.13%
12.72%
13.44%
8.05%
DIVB
-2.27%
-5.23%
-4.68%
9.62%
15.97%
N/A
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DHS vs. DIVB - Expense Ratio Comparison
DHS has a 0.38% expense ratio, which is higher than DIVB's 0.25% expense ratio.
Risk-Adjusted Performance
DHS vs. DIVB — Risk-Adjusted Performance Rank
DHS
DIVB
DHS vs. DIVB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and iShares U.S. Dividend and Buyback ETF (DIVB). 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. DIVB - Dividend Comparison
DHS's dividend yield for the trailing twelve months is around 3.36%, more than DIVB's 2.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 3.36% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% | 2.91% |
DIVB iShares U.S. Dividend and Buyback ETF | 2.82% | 2.61% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% | 0.00% | 0.00% | 0.00% |
Drawdowns
DHS vs. DIVB - Drawdown Comparison
The maximum DHS drawdown since its inception was -67.25%, which is greater than DIVB's maximum drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for DHS and DIVB. For additional features, visit the drawdowns tool.
Volatility
DHS vs. DIVB - Volatility Comparison
The current volatility for WisdomTree US High Dividend Fund (DHS) is 9.24%, while iShares U.S. Dividend and Buyback ETF (DIVB) has a volatility of 11.79%. This indicates that DHS experiences smaller price fluctuations and is considered to be less risky than DIVB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.