DHS vs. SMRI
DHS (WisdomTree US High Dividend Fund) and SMRI (Bushido Capital US Equity ETF) are both Large Cap Value Equities funds. DHS is passively managed, while SMRI is actively managed. Over the past year, DHS returned 25.65% vs 41.31% for SMRI. Their 0.68 correlation means they have sometimes moved together and sometimes differently. DHS charges 0.38%/yr vs 0.71%/yr for SMRI.
Performance
DHS vs. SMRI - Performance Comparison
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Returns By Period
In the year-to-date period, DHS achieves a 17.07% return, which is significantly lower than SMRI's 23.66% 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%
SMRI
- 1D
- 0.51%
- 1M
- 6.05%
- 6M
- 23.81%
- YTD
- 23.66%
- 1Y
- 41.31%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 23.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.47M | $3.71M | $2.99M | |
| $788.40K | $487.27K | $377.44K |
DHS vs. SMRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 17.07% | 12.87% | 18.02% | 3.98% |
SMRI Bushido Capital US Equity ETF | 23.66% | 17.41% | 19.16% | 5.27% |
Correlation
The correlation between DHS and SMRI is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (All Time) Calculated using the full available price history since Sep 14, 2023 | 0.68 |
The correlation between DHS and SMRI shifts across timeframes, from 0.49 (1 year) to 0.68 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DHS vs. SMRI — Risk / Return Rank
DHS
SMRI
DHS vs. SMRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and Bushido Capital US Equity ETF (SMRI). 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 | SMRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.17 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.50 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 4.09 | 6.10 | -2.01 |
| Martin ratioReturn relative to average drawdown | 15.00 | 17.90 | -2.90 |
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Drawdowns
DHS vs. SMRI - Drawdown Comparison
The maximum DHS drawdown since its inception was -67.25%, which is greater than SMRI's maximum drawdown of -18.45%. Use the drawdown chart below to compare losses from any high point for DHS and SMRI.
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Drawdown Indicators
| DHS | SMRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.25% | -18.45% | -48.80% |
Max Drawdown (1Y)Largest decline over 1 year | -6.30% | -6.80% | +0.50% |
Max Drawdown (3Y)Largest decline over 3 years | -11.87% | — | — |
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% | 0.00% | -1.89% |
Average DrawdownAverage peak-to-trough decline | -9.48% | -2.71% | -6.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.71% | 2.31% | -0.60% |
Volatility
DHS vs. SMRI - Volatility Comparison
WisdomTree US High Dividend Fund (DHS) has a higher volatility of 3.77% compared to Bushido Capital US Equity ETF (SMRI) at 3.39%. This indicates that DHS's price experiences larger fluctuations and is considered to be riskier than SMRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DHS | SMRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.77% | 3.39% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 7.84% | 11.78% | -3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.40% | 14.82% | -4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.91% | 15.83% | -1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 15.83% | +0.27% |
DHS vs. SMRI - Expense Ratio Comparison
DHS has a 0.38% expense ratio, which is lower than SMRI's 0.71% expense ratio.
Dividends
DHS vs. SMRI - Dividend Comparison
DHS's dividend yield for the trailing twelve months is around 3.18%, more than SMRI's 0.85% 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% |
SMRI Bushido Capital US Equity ETF | 0.85% | 1.32% | 0.98% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DHS and SMRI have a correlation of 0.49, 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 SMRI (3.39%). In terms of maximum drawdown, DHS dropped -67.25% vs SMRI's -18.45%.
On 1-year performance, SMRI leads with 41.31% vs 25.65% for DHS. On fees, DHS is cheaper at 0.38% per year. On volatility, SMRI has been the lower-risk option at 3.39%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, SMRI has performed better with a 41.31% return vs 25.65%. 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 0.71% for SMRI.
DHS has the higher dividend yield at 3.18%, compared with 0.85% for SMRI.
They also come from different issuers: WisdomTree and Bushido. Their fees differ too: 0.38% for DHS and 0.71% for SMRI.
SMRI currently has the higher Sharpe Ratio (2.81 vs 2.48), 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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