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DHS vs. IWF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

DHS vs. IWF

Last updated Jun 12, 2026

DHS (WisdomTree US High Dividend Fund) and IWF (iShares Russell 1000 Growth ETF) are both exchange-traded funds - DHS is a Large Cap Value Equities fund tracking the WisdomTree U.S. High Dividend Index, while IWF is a Large Cap Growth Equities fund tracking the Russell 1000 Growth Index. Both are passively managed. Over the past 10 years, DHS returned 9.75%/yr vs 18.15%/yr for IWF. A 0.66 correlation means they provide meaningful diversification when combined. DHS charges 0.38%/yr vs 0.18%/yr for IWF.

Performance

DHS vs. IWF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree US High Dividend Fund (DHS) and iShares Russell 1000 Growth ETF (IWF). 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 12.81% return, which is significantly higher than IWF's 2.83% return. Over the past 10 years, DHS has underperformed IWF with an annualized return of 9.75%, while IWF has yielded a comparatively higher 18.15% annualized return.

DHS

1D
0.56%
1M
2.48%
YTD
12.81%
6M
12.76%
1Y
22.47%
3Y*
16.75%
5Y*
11.12%
10Y*
9.75%

IWF

1D
1.57%
1M
-1.44%
YTD
2.83%
6M
1.71%
1Y
19.30%
3Y*
22.57%
5Y*
13.90%
10Y*
18.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DHS vs. IWF - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
DHS
WisdomTree US High Dividend Fund		12.81%12.87%18.02%-0.19%7.97%23.20%-5.70%22.59%-7.41%11.69%
IWF
iShares Russell 1000 Growth ETF		2.83%18.33%33.12%42.59%-29.31%27.43%38.25%35.86%-1.67%29.95%

Correlation

The correlation between DHS and IWF is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

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

0.07

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

0.21

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

0.37

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

0.48

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

0.66

Over the past year, the correlation between DHS and IWF has dropped to 0.07 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.

DHS vs. IWF - Sectors Allocation Comparison

Sectors
DHS
IWF

Financial Services

22.3%
4.9%

Consumer Defensive

18.7%
2.5%

Healthcare

14.5%
7.0%

Energy

9.4%
0.4%

Communication Services

9.3%
12.3%

Utilities

9.0%
1.1%

Consumer Cyclical

5.0%
12.7%

Industrials

4.1%
5.0%

Technology

3.7%
53.2%

Real Estate

2.8%
0.4%

Basic Materials

1.2%
0.3%

Financial Services

DHS
22.3%
IWF
4.9%

Consumer Defensive

DHS
18.7%
IWF
2.5%

Healthcare

DHS
14.5%
IWF
7.0%

Energy

DHS
9.4%
IWF
0.4%

Communication Services

DHS
9.3%
IWF
12.3%

Utilities

DHS
9.0%
IWF
1.1%

Consumer Cyclical

DHS
5.0%
IWF
12.7%

Industrials

DHS
4.1%
IWF
5.0%

Technology

DHS
3.7%
IWF
53.2%

Real Estate

DHS
2.8%
IWF
0.4%

Basic Materials

DHS
1.2%
IWF
0.3%

Compare stocks, funds, or ETFs

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WisdomTree US High Dividend Fund

iShares Russell 1000 Growth ETF

Often compared with DHS:
DHS vs. SCHDDHS vs. SPHDDHS vs. DGRODHS vs. JEPIDHS vs. FDVVDHS vs. DTDDHS vs. SPY
Often compared with IWF:
IWF vs. IWDIWF vs. VUGIWF vs. SPYIWF vs. VOOIWF vs. IWMIWF vs. VONGIWF vs. IWY

Return for Risk

DHS vs. IWF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DHS
DHS Risk / Return Rank: 8282
Overall Rank
DHS Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 8888
Sortino Ratio Rank
DHS Omega Ratio Rank: 7979
Omega Ratio Rank
DHS Calmar Ratio Rank: 8181
Calmar Ratio Rank
DHS Martin Ratio Rank: 8181
Martin Ratio Rank
IWF
IWF Risk / Return Rank: 3636
Overall Rank
IWF Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
IWF Sortino Ratio Rank: 3939
Sortino Ratio Rank
IWF Omega Ratio Rank: 3939
Omega Ratio Rank
IWF Calmar Ratio Rank: 2929
Calmar Ratio Rank
IWF Martin Ratio Rank: 3232
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. IWF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and iShares Russell 1000 Growth ETF (IWF). 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.

DHSIWFDifference
Sharpe ratioReturn per unit of total volatility
2.25
1.21

+1.04

Sortino ratioReturn per unit of downside risk
3.37
1.70

+1.67

Omega ratioGain probability vs. loss probability

1.39

1.22

+0.17

Calmar ratioReturn relative to maximum drawdown

3.58

1.19

+2.39

Martin ratioReturn relative to average drawdown

13.09

3.93

+9.16

DHS vs. IWF - Sharpe Ratio Comparison

The current DHS Sharpe Ratio is 2.25, which is higher than the IWF Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of DHS and IWF, 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. IWF - Drawdown Comparison

The maximum DHS drawdown since its inception was -67.25%, roughly equal to the maximum IWF drawdown of -64.25%. Use the drawdown chart below to compare losses from any high point for DHS and IWF.

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Drawdown Indicators

DHSIWFDifference

Max Drawdown

Largest peak-to-trough decline

-67.25%

-64.25%

-3.00%

Max Drawdown (1Y)

Largest decline over 1 year

-6.30%

-16.27%

+9.97%

Max Drawdown (3Y)

Largest decline over 3 years

-11.87%

-23.36%

+11.49%

Max Drawdown (5Y)

Largest decline over 5 years

-15.28%

-32.72%

+17.44%

Max Drawdown (10Y)

Largest decline over 10 years

-37.35%

-32.72%

-4.63%

Current Drawdown

Current decline from peak

-0.00%

-5.59%

+5.59%

Average Drawdown

Average peak-to-trough decline

-9.54%

-22.06%

+12.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.72%

4.92%

-3.20%

Volatility

DHS vs. IWF - Volatility Comparison

The current volatility for WisdomTree US High Dividend Fund (DHS) is 3.07%, while iShares Russell 1000 Growth ETF (IWF) has a volatility of 5.43%. This indicates that DHS experiences smaller price fluctuations and is considered to be less risky than IWF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

DHSIWFDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.07%

5.43%

-2.36%

Volatility (6M)

Calculated over the trailing 6-month period

7.35%

12.40%

-5.05%

Volatility (1Y)

Calculated over the trailing 1-year period

10.02%

15.96%

-5.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.90%

21.47%

-7.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.08%

21.01%

-4.93%

DHS vs. IWF - Expense Ratio Comparison

DHS has a 0.38% expense ratio, which is higher than IWF's 0.18% expense ratio.

Dividends

DHS vs. IWF - Dividend Comparison

DHS's dividend yield for the trailing twelve months is around 3.27%, more than IWF's 0.35% yield.

PositionTTM20252024202320222021202020192018201720162015
DHS
WisdomTree US High Dividend Fund		3.27%3.32%3.66%4.31%3.42%3.29%4.14%3.69%3.76%3.00%3.25%3.53%
IWF
iShares Russell 1000 Growth ETF		0.35%0.36%0.46%0.67%0.91%0.49%0.66%0.99%1.27%1.10%1.43%1.37%

Frequently Asked Questions

DHS and IWF have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IWF has higher volatility (5.43%) compared to DHS (3.07%). In terms of maximum drawdown, DHS dropped -67.25% vs IWF's -64.25%.

On 10-year performance, IWF leads with 18.15% vs 9.75% for DHS. On fees, IWF is cheaper at 0.18% per year. On volatility, DHS has been the lower-risk option at 3.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, IWF has performed better with a 18.15% return vs 9.75%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IWF is cheaper with a 0.18% expense ratio, compared with 0.38% for DHS.

DHS has the higher dividend yield at 3.27%, compared with 0.35% for IWF.

DHS is categorized as Large Cap Value Equities, while IWF is Large Cap Growth Equities. DHS tracks WisdomTree U.S. High Dividend Index, while IWF tracks Russell 1000 Growth Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.38% for DHS and 0.18% for IWF.

DHS currently has the higher Sharpe Ratio (2.25 vs 1.21), 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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