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DHS vs. DTD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

DHS vs. DTD

Last updated Jun 23, 2026

DHS (WisdomTree US High Dividend Fund) and DTD (WisdomTree U.S. Total Dividend Fund) are both Large Cap Value Equities funds from WisdomTree - DHS tracks the WisdomTree U.S. High Dividend Index while DTD tracks the WisdomTree U.S. Dividend Index. Both are passively managed. Over the past 10 years, DHS returned 9.64%/yr vs 12.37%/yr for DTD. Their correlation of 0.92 suggests significant overlap in exposure. DHS charges 0.38%/yr vs 0.28%/yr for DTD.

Performance

DHS vs. DTD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree US High Dividend Fund (DHS) and WisdomTree U.S. Total Dividend Fund (DTD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DHS achieves a 11.70% return, which is significantly higher than DTD's 10.39% return. Over the past 10 years, DHS has underperformed DTD with an annualized return of 9.64%, while DTD has yielded a comparatively higher 12.37% annualized return.

DHS

1D
0.55%
1M
-0.98%
YTD
11.70%
6M
11.36%
1Y
21.93%
3Y*
17.26%
5Y*
11.67%
10Y*
9.64%

DTD

1D
0.15%
1M
0.37%
YTD
10.39%
6M
9.86%
1Y
22.30%
3Y*
17.90%
5Y*
12.27%
10Y*
12.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DHS vs. DTD - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
DHS
WisdomTree US High Dividend Fund		11.70%12.87%18.02%-0.19%7.97%23.20%-5.70%22.59%-7.41%11.69%
DTD
WisdomTree U.S. Total Dividend Fund		10.39%14.25%18.56%10.63%-3.83%26.26%2.45%28.19%-6.47%17.35%

Correlation

The correlation between DHS and DTD is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.80

Correlation (3Y)
Calculated over the trailing 3-year period

0.84

Correlation (5Y)
Calculated over the trailing 5-year period

0.88

Correlation (10Y)
Calculated over the trailing 10-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Jun 16, 2006

0.92

The correlation between DHS and DTD shifts across timeframes, from 0.80 (1 year) to 0.92 (all time), reflecting how their relationship changes across market environments.

DHS vs. DTD - Sectors Allocation Comparison

Sectors
DHS
DTD

Financial Services

22.1%
18.2%

Consumer Defensive

18.5%
8.4%

Healthcare

14.9%
11.5%

Communication Services

9.0%
7.2%

Energy

8.8%
7.8%

Utilities

8.7%
5.5%

Consumer Cyclical

5.6%
5.5%

Industrials

4.2%
8.4%

Technology

4.1%
20.9%

Real Estate

2.9%
5.1%

Basic Materials

1.2%
1.5%

Financial Services

DHS
22.1%
DTD
18.2%

Consumer Defensive

DHS
18.5%
DTD
8.4%

Healthcare

DHS
14.9%
DTD
11.5%

Communication Services

DHS
9.0%
DTD
7.2%

Energy

DHS
8.8%
DTD
7.8%

Utilities

DHS
8.7%
DTD
5.5%

Consumer Cyclical

DHS
5.6%
DTD
5.5%

Industrials

DHS
4.2%
DTD
8.4%

Technology

DHS
4.1%
DTD
20.9%

Real Estate

DHS
2.9%
DTD
5.1%

Basic Materials

DHS
1.2%
DTD
1.5%

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WisdomTree US High Dividend Fund

WisdomTree U.S. Total Dividend Fund

Often compared with DHS:
DHS vs. SCHDDHS vs. SPHDDHS vs. DGRODHS vs. JEPIDHS vs. FDVVDHS vs. SPYDHS vs. DNP
Often compared with DTD:
DTD vs. DLNDTD vs. SCHDDTD vs. DGRWDTD vs. DEWDTD vs. VYMDTD vs. DIVODTD vs. SDY

Return for Risk

DHS vs. DTD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DHS
DHS Risk / Return Rank: 7070
Overall Rank
DHS Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 7575
Sortino Ratio Rank
DHS Omega Ratio Rank: 6464
Omega Ratio Rank
DHS Calmar Ratio Rank: 7272
Calmar Ratio Rank
DHS Martin Ratio Rank: 7070
Martin Ratio Rank
DTD
DTD Risk / Return Rank: 7777
Overall Rank
DTD Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
DTD Sortino Ratio Rank: 7979
Sortino Ratio Rank
DTD Omega Ratio Rank: 7676
Omega Ratio Rank
DTD Calmar Ratio Rank: 7373
Calmar Ratio Rank
DTD Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DHS vs. DTD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and WisdomTree U.S. Total Dividend Fund (DTD). 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.

DHSDTDDifference
Sharpe ratioReturn per unit of total volatility
2.17
2.38

-0.21

Sortino ratioReturn per unit of downside risk
3.21
3.36

-0.15

Omega ratioGain probability vs. loss probability

1.37

1.43

-0.06

Calmar ratioReturn relative to maximum drawdown

3.50

3.55

-0.06

Martin ratioReturn relative to average drawdown

12.69

14.68

-1.98

DHS vs. DTD - Sharpe Ratio Comparison

The current DHS Sharpe Ratio is 2.17, which is comparable to the DTD Sharpe Ratio of 2.38. The chart below compares the historical Sharpe Ratios of DHS and DTD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

DHS vs. DTD - Drawdown Comparison

The maximum DHS drawdown since its inception was -67.25%, which is greater than DTD's maximum drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for DHS and DTD.

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Drawdown Indicators

DHSDTDDifference

Max Drawdown

Largest peak-to-trough decline

-67.25%

-58.19%

-9.06%

Max Drawdown (1Y)

Largest decline over 1 year

-6.30%

-6.30%

0.00%

Max Drawdown (3Y)

Largest decline over 3 years

-11.87%

-14.41%

+2.54%

Max Drawdown (5Y)

Largest decline over 5 years

-15.28%

-16.14%

+0.86%

Max Drawdown (10Y)

Largest decline over 10 years

-37.35%

-37.29%

-0.06%

Current Drawdown

Current decline from peak

-1.98%

-0.92%

-1.06%

Average Drawdown

Average peak-to-trough decline

-9.53%

-7.32%

-2.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.73%

1.52%

+0.21%

Volatility

DHS vs. DTD - Volatility Comparison

WisdomTree US High Dividend Fund (DHS) has a higher volatility of 3.56% compared to WisdomTree U.S. Total Dividend Fund (DTD) at 2.66%. This indicates that DHS's price experiences larger fluctuations and is considered to be riskier than DTD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

DHSDTDDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.56%

2.66%

+0.90%

Volatility (6M)

Calculated over the trailing 6-month period

7.51%

7.13%

+0.38%

Volatility (1Y)

Calculated over the trailing 1-year period

10.19%

9.43%

+0.76%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.88%

13.57%

+0.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.10%

16.22%

-0.12%

DHS vs. DTD - Expense Ratio Comparison

DHS has a 0.38% expense ratio, which is higher than DTD's 0.28% expense ratio.

Dividends

DHS vs. DTD - Dividend Comparison

DHS's dividend yield for the trailing twelve months is around 3.30%, more than DTD's 1.86% yield.

PositionTTM20252024202320222021202020192018201720162015
DHS
WisdomTree US High Dividend Fund		3.30%3.32%3.66%4.31%3.42%3.29%4.14%3.69%3.76%3.00%3.25%3.53%
DTD
WisdomTree U.S. Total Dividend Fund		1.86%1.99%2.07%2.43%2.62%2.04%2.73%2.50%2.93%2.36%2.66%2.81%

Frequently Asked Questions

DHS and DTD have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DHS has higher volatility (3.56%) compared to DTD (2.66%). In terms of maximum drawdown, DHS dropped -67.25% vs DTD's -58.19%.

On 10-year performance, DTD leads with 12.37% vs 9.64% for DHS. On fees, DTD is cheaper at 0.28% per year. On volatility, DTD has been the lower-risk option at 2.66%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, DTD has performed better with a 12.37% return vs 9.64%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

DTD is cheaper with a 0.28% expense ratio, compared with 0.38% for DHS.

DHS has the higher dividend yield at 3.30%, compared with 1.86% for DTD.

DHS tracks WisdomTree U.S. High Dividend Index, while DTD tracks WisdomTree U.S. Dividend Index. Their fees differ too: 0.38% for DHS and 0.28% for DTD.

DTD currently has the higher Sharpe Ratio (2.38 vs 2.17), 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.

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