DHS vs. MDLV
DHS (WisdomTree US High Dividend Fund) and MDLV (Morgan Dempsey Large Cap Value ETF) are both Large Cap Value Equities funds. DHS is passively managed, while MDLV is actively managed. Over the past 3 years, DHS returned 17.11%/yr vs 13.03%/yr for MDLV. Their correlation of 0.89 means they have usually moved in the same direction. DHS charges 0.38%/yr vs 0.58%/yr for MDLV.
Performance
DHS vs. MDLV - Performance Comparison
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Returns By Period
In the year-to-date period, DHS achieves a 17.07% return, which is significantly higher than MDLV's 12.36% return.
DHS
- 1D
- 0.35%
- 1M
- 1.94%
- 6M
- 9.42%
- YTD
- 17.07%
- 1Y
- 25.65%
- 3Y*
- 17.11%
- 5Y*
- 12.40%
- 10Y*
- 9.67%
- ALL TIME*
- 8.26%
MDLV
- 1D
- -0.14%
- 1M
- 0.84%
- 6M
- 5.61%
- YTD
- 12.36%
- 1Y
- 19.91%
- 3Y*
- 13.03%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.84%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.47M | $3.71M | $2.99M | |
| $189.32K | $170.50K | $194.78K |
DHS vs. MDLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 17.07% | 12.87% | 18.02% | 3.56% |
MDLV Morgan Dempsey Large Cap Value ETF | 12.36% | 13.30% | 10.16% | -0.14% |
Correlation
The correlation between DHS and MDLV is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2023 | 0.89 |
The correlation between DHS and MDLV has been stable across timeframes, ranging from 0.86 to 0.89 - a consistent structural relationship.
DHS vs. MDLV - Sectors Allocation Comparison
Sectors
DHS
MDLV
Financial Services
Healthcare
Consumer Defensive
Utilities
Energy
Communication Services
Technology
Consumer Cyclical
Industrials
Real Estate
Basic Materials
Financial Services
DHS
MDLV
Healthcare
DHS
MDLV
Consumer Defensive
DHS
MDLV
Utilities
DHS
MDLV
Energy
DHS
MDLV
Communication Services
DHS
MDLV
Technology
DHS
MDLV
Consumer Cyclical
DHS
MDLV
Industrials
DHS
MDLV
Real Estate
DHS
MDLV
Basic Materials
DHS
MDLV
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Return for Risk
DHS vs. MDLV — Risk / Return Rank
DHS
MDLV
DHS vs. MDLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and Morgan Dempsey Large Cap Value ETF (MDLV). 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.
| DHS | MDLV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.38 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.09 | 4.69 | -0.60 |
| Martin ratioReturn relative to average drawdown | 15.00 | 14.73 | +0.28 |
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Drawdowns
DHS vs. MDLV - Drawdown Comparison
The maximum DHS drawdown since its inception was -67.25%, which is greater than MDLV's maximum drawdown of -10.71%. Use the drawdown chart below to compare losses from any high point for DHS and MDLV.
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Drawdown Indicators
| DHS | MDLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.25% | -10.71% | -56.54% |
Max Drawdown (1Y)Largest decline over 1 year | -6.30% | -4.27% | -2.03% |
Max Drawdown (3Y)Largest decline over 3 years | -11.87% | -10.71% | -1.16% |
Max Drawdown (5Y)Largest decline over 5 years | -15.28% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -37.35% | — | — |
Current DrawdownCurrent decline from peak | -1.89% | -1.33% | -0.56% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -2.23% | -7.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 1.36% | +0.35% |
Volatility
DHS vs. MDLV - Volatility Comparison
WisdomTree US High Dividend Fund (DHS) has a higher volatility of 3.77% compared to Morgan Dempsey Large Cap Value ETF (MDLV) at 3.13%. This indicates that DHS's price experiences larger fluctuations and is considered to be riskier than MDLV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DHS | MDLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 3.13% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 7.84% | 6.94% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.40% | 9.13% | +1.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 10.52% | +3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 10.52% | +5.58% |
DHS vs. MDLV - Expense Ratio Comparison
DHS has a 0.38% expense ratio, which is lower than MDLV's 0.58% expense ratio.
Dividends
DHS vs. MDLV - Dividend Comparison
DHS's dividend yield for the trailing twelve months is around 3.18%, more than MDLV's 2.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 3.18% | 3.32% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% |
MDLV Morgan Dempsey Large Cap Value ETF | 2.70% | 3.00% | 2.78% | 2.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DHS and MDLV have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DHS has higher volatility (3.77%) compared to MDLV (3.13%). In terms of maximum drawdown, DHS dropped -67.25% vs MDLV's -10.71%.
On 3-year performance, DHS leads with 17.11% vs 13.03% for MDLV. On fees, DHS is cheaper at 0.38% per year. On volatility, MDLV has been the lower-risk option at 3.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, DHS has performed better with a 17.11% return vs 13.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DHS is cheaper with a 0.38% expense ratio, compared with 0.58% for MDLV.
DHS has the higher dividend yield at 3.18%, compared with 2.70% for MDLV.
They also come from different issuers: WisdomTree and Morgan Dempsey. Their fees differ too: 0.38% for DHS and 0.58% for MDLV.
DHS currently has the higher Sharpe Ratio (2.48 vs 2.20), 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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