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DHS vs. UDI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

DHS vs. UDI

Last updated Jun 4, 2026

DHS (WisdomTree US High Dividend Fund) and UDI (USCF ESG Dividend Income Fund) are both Large Cap Value Equities funds. DHS is passively managed, while UDI is actively managed. Over the past 3 years, DHS returned 16.39%/yr vs 16.39%/yr for UDI. Their correlation of 0.87 suggests significant overlap in exposure. DHS charges 0.38%/yr vs 0.65%/yr for UDI.

Performance

DHS vs. UDI - Performance Comparison

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

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Returns By Period

The year-to-date returns for both stocks are quite close, with DHS having a 9.88% return and UDI slightly lower at 9.46%.

DHS

1D
-0.67%
1M
-0.16%
YTD
9.88%
6M
10.38%
1Y
20.55%
3Y*
16.39%
5Y*
10.59%
10Y*
9.47%

UDI

1D
-0.16%
1M
1.43%
YTD
9.46%
6M
11.05%
1Y
21.78%
3Y*
16.39%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

DHS vs. UDI - Yearly Performance Comparison

2026 (YTD)2025202420232022
DHS
WisdomTree US High Dividend Fund		9.88%12.87%18.02%-0.19%-1.64%
UDI
USCF ESG Dividend Income Fund		9.46%14.23%17.07%6.35%3.81%

Correlation

The correlation between DHS and UDI is 0.87, 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

0.87

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

0.87

Correlation (All Time)
Calculated using the full available price history since Jun 9, 2022

0.87

The correlation between DHS and UDI has been stable across timeframes, ranging from 0.87 to 0.87 - a consistent structural relationship.

DHS vs. UDI - Sectors Allocation Comparison

Sectors
DHS
UDI

Financial Services

22.3%
29.5%

Consumer Defensive

18.7%
2.9%

Healthcare

14.5%
16.8%

Energy

9.4%
11.9%

Communication Services

9.3%
6.1%

Utilities

9.0%
8.3%

Consumer Cyclical

5.0%
2.4%

Industrials

4.1%
2.5%

Technology

3.7%
6.8%

Real Estate

2.8%
8.7%

Basic Materials

1.2%
4.2%

Financial Services

DHS
22.3%
UDI
29.5%

Consumer Defensive

DHS
18.7%
UDI
2.9%

Healthcare

DHS
14.5%
UDI
16.8%

Energy

DHS
9.4%
UDI
11.9%

Communication Services

DHS
9.3%
UDI
6.1%

Utilities

DHS
9.0%
UDI
8.3%

Consumer Cyclical

DHS
5.0%
UDI
2.4%

Industrials

DHS
4.1%
UDI
2.5%

Technology

DHS
3.7%
UDI
6.8%

Real Estate

DHS
2.8%
UDI
8.7%

Basic Materials

DHS
1.2%
UDI
4.2%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WisdomTree US High Dividend Fund

USCF ESG Dividend Income Fund

Often compared with DHS:
DHS vs. SCHDDHS vs. SPHDDHS vs. DGRODHS vs. JEPIDHS vs. FDVVDHS vs. DTDDHS vs. SPY
Often compared with UDI:
UDI vs. TMDVUDI vs. FDLUDI vs. GLDI.LUDI vs. ELCVUDI vs. SDCIUDI vs. CSTKUDI vs. DIVZ

Return for Risk

DHS vs. UDI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DHS
DHS Risk / Return Rank: 6262
Overall Rank
DHS Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 6666
Sortino Ratio Rank
DHS Omega Ratio Rank: 5757
Omega Ratio Rank
DHS Calmar Ratio Rank: 6565
Calmar Ratio Rank
DHS Martin Ratio Rank: 6565
Martin Ratio Rank
UDI
UDI Risk / Return Rank: 7070
Overall Rank
UDI Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
UDI Sortino Ratio Rank: 6767
Sortino Ratio Rank
UDI Omega Ratio Rank: 6161
Omega Ratio Rank
UDI Calmar Ratio Rank: 7777
Calmar Ratio Rank
UDI Martin Ratio Rank: 7777
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. UDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and USCF ESG Dividend Income Fund (UDI). 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.

DHSUDIDifference
Sharpe ratioReturn per unit of total volatility
2.06
2.15

-0.09

Sortino ratioReturn per unit of downside risk
3.09
3.07

+0.02

Omega ratioGain probability vs. loss probability

1.35

1.37

-0.02

Calmar ratioReturn relative to maximum drawdown

3.28

3.87

-0.59

Martin ratioReturn relative to average drawdown

12.04

14.72

-2.68

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

DHS vs. UDI - Sharpe Ratio Comparison

The current DHS Sharpe Ratio is 2.06, which is comparable to the UDI Sharpe Ratio of 2.15. The chart below compares the historical Sharpe Ratios of DHS and UDI, 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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Sharpe Ratios by Period

DHSUDIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.06

2.15

-0.09

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.77

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.92

-0.51

Drawdowns

DHS vs. UDI - Drawdown Comparison

The maximum DHS drawdown since its inception was -67.25%, which is greater than UDI's maximum drawdown of -14.17%. Use the drawdown chart below to compare losses from any high point for DHS and UDI.

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Drawdown Indicators

DHSUDIDifference

Max Drawdown

Largest peak-to-trough decline

-67.25%

-14.17%

-53.08%

Max Drawdown (1Y)

Largest decline over 1 year

-6.30%

-5.66%

-0.64%

Max Drawdown (3Y)

Largest decline over 3 years

-11.87%

-14.17%

+2.30%

Max Drawdown (5Y)

Largest decline over 5 years

-15.28%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-37.35%

—

—

Current Drawdown

Current decline from peak

-2.60%

-0.97%

-1.63%

Average Drawdown

Average peak-to-trough decline

-9.55%

-3.07%

-6.48%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.71%

1.48%

+0.23%

Volatility

DHS vs. UDI - Volatility Comparison

WisdomTree US High Dividend Fund (DHS) has a higher volatility of 2.88% compared to USCF ESG Dividend Income Fund (UDI) at 2.67%. This indicates that DHS's price experiences larger fluctuations and is considered to be riskier than UDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

DHSUDIDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.88%

2.67%

+0.21%

Volatility (6M)

Calculated over the trailing 6-month period

7.32%

6.95%

+0.37%

Volatility (1Y)

Calculated over the trailing 1-year period

10.01%

10.19%

-0.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.89%

14.04%

-0.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.08%

14.04%

+2.04%

DHS vs. UDI - Expense Ratio Comparison

DHS has a 0.38% expense ratio, which is lower than UDI's 0.65% expense ratio.

Dividends

DHS vs. UDI - Dividend Comparison

DHS's dividend yield for the trailing twelve months is around 3.35%, more than UDI's 2.49% yield.

PositionTTM20252024202320222021202020192018201720162015
DHS
WisdomTree US High Dividend Fund		3.35%3.32%3.66%4.31%3.42%3.29%4.14%3.69%3.76%3.00%3.25%3.53%
UDI
USCF ESG Dividend Income Fund		2.49%2.42%5.33%2.61%1.79%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

DHS and UDI have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DHS has higher volatility (2.88%) compared to UDI (2.67%). In terms of maximum drawdown, DHS dropped -67.25% vs UDI's -14.17%.

On 3-year performance, UDI leads with 16.39% vs 16.39% for DHS. On fees, DHS is cheaper at 0.38% per year. On volatility, UDI has been the lower-risk option at 2.67%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, UDI has performed better with a 16.39% return vs 16.39%. 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 0.65% for UDI.

DHS has the higher dividend yield at 3.35%, compared with 2.49% for UDI.

They also come from different issuers: WisdomTree and USCF Advisers. Their fees differ too: 0.38% for DHS and 0.65% for UDI.

UDI currently has the higher Sharpe Ratio (2.15 vs 2.06), 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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