DHS vs. VNQ
Compare and contrast key facts about WisdomTree US High Dividend Fund (DHS) and Vanguard Real Estate ETF (VNQ).
DHS and VNQ 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. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004. Both DHS and VNQ 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 VNQ.
Key characteristics
| DHS | VNQ | |
|---|---|---|
| YTD Return | 3.30% | -7.82% |
| 1Y Return | 11.02% | 4.00% |
| 3Y Return (Ann) | 6.05% | -3.01% |
| 5Y Return (Ann) | 6.86% | 2.11% |
| 10Y Return (Ann) | 7.73% | 5.09% |
| Sharpe Ratio | 0.75 | 0.19 |
| Daily Std Dev | 13.13% | 18.82% |
| Max Drawdown | -67.25% | -73.07% |
| Current Drawdown | -2.72% | -23.96% |
Correlation
The correlation between DHS and VNQ is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DHS vs. VNQ - Performance Comparison
In the year-to-date period, DHS achieves a 3.30% return, which is significantly higher than VNQ's -7.82% return. Over the past 10 years, DHS has outperformed VNQ with an annualized return of 7.73%, while VNQ has yielded a comparatively lower 5.09% 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. VNQ - Expense Ratio Comparison
DHS has a 0.38% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Risk-Adjusted Performance
DHS vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and Vanguard Real Estate ETF (VNQ). 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. VNQ - Dividend Comparison
DHS's dividend yield for the trailing twelve months is around 4.10%, less than VNQ's 4.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 4.10% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% | 2.91% | 3.20% |
VNQ Vanguard Real Estate ETF | 4.28% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
DHS vs. VNQ - Drawdown Comparison
The maximum DHS drawdown since its inception was -67.25%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for DHS and VNQ. For additional features, visit the drawdowns tool.
Volatility
DHS vs. VNQ - Volatility Comparison
The current volatility for WisdomTree US High Dividend Fund (DHS) is 3.96%, while Vanguard Real Estate ETF (VNQ) has a volatility of 6.13%. This indicates that DHS experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.