DHS vs. VGT
Compare and contrast key facts about WisdomTree US High Dividend Fund (DHS) and Vanguard Information Technology ETF (VGT).
DHS and VGT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DHS is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. High Dividend Index. It was launched on Jun 16, 2006. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004. Both DHS and VGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DHS or VGT.
Key characteristics
DHS | VGT | |
---|---|---|
YTD Return | 3.75% | 5.51% |
1Y Return | 12.84% | 36.46% |
3Y Return (Ann) | 6.14% | 12.37% |
5Y Return (Ann) | 6.95% | 20.09% |
10Y Return (Ann) | 7.84% | 20.31% |
Sharpe Ratio | 0.88 | 1.95 |
Daily Std Dev | 13.09% | 18.44% |
Max Drawdown | -67.25% | -54.63% |
Current Drawdown | -2.30% | -3.68% |
Correlation
The correlation between DHS and VGT is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DHS vs. VGT - Performance Comparison
In the year-to-date period, DHS achieves a 3.75% return, which is significantly lower than VGT's 5.51% return. Over the past 10 years, DHS has underperformed VGT with an annualized return of 7.84%, while VGT has yielded a comparatively higher 20.31% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DHS vs. VGT - Expense Ratio Comparison
DHS has a 0.38% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
DHS vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and Vanguard Information Technology ETF (VGT). 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.
Dividends
DHS vs. VGT - Dividend Comparison
DHS's dividend yield for the trailing twelve months is around 4.08%, more than VGT's 0.71% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WisdomTree US High Dividend Fund | 4.08% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% | 2.91% | 3.20% |
Vanguard Information Technology ETF | 0.71% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
DHS vs. VGT - Drawdown Comparison
The maximum DHS drawdown since its inception was -67.25%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for DHS and VGT. For additional features, visit the drawdowns tool.
Volatility
DHS vs. VGT - Volatility Comparison
The current volatility for WisdomTree US High Dividend Fund (DHS) is 3.88%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.95%. This indicates that DHS experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.