DHS vs. VUSA.MI
Compare and contrast key facts about WisdomTree US High Dividend Fund (DHS) and Vanguard S&P 500 UCITS ETF (VUSA.MI).
DHS and VUSA.MI 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. VUSA.MI is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019. Both DHS and VUSA.MI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
DHS vs. VUSA.MI - Performance Comparison
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DHS vs. VUSA.MI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 7.41% | 12.87% | 18.02% | -0.19% | 7.97% | 23.20% | -5.70% | 15.10% |
VUSA.MI Vanguard S&P 500 UCITS ETF | -4.37% | 17.83% | 25.92% | 26.19% | -19.43% | 29.86% | 17.97% | 22.56% |
Different Trading Currencies
DHS is traded in USD, while VUSA.MI is traded in EUR. To make them comparable, the VUSA.MI values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, DHS achieves a 7.41% return, which is significantly higher than VUSA.MI's -4.37% return.
DHS
- 1D
- -0.54%
- 1M
- -3.36%
- YTD
- 7.41%
- 6M
- 9.18%
- 1Y
- 14.53%
- 3Y*
- 13.92%
- 5Y*
- 11.30%
- 10Y*
- 9.50%
VUSA.MI
- 1D
- 2.14%
- 1M
- -3.81%
- YTD
- -4.37%
- 6M
- -1.11%
- 1Y
- 18.31%
- 3Y*
- 18.70%
- 5Y*
- 11.74%
- 10Y*
- —
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DHS vs. VUSA.MI - Expense Ratio Comparison
DHS has a 0.38% expense ratio, which is higher than VUSA.MI's 0.07% expense ratio.
Return for Risk
DHS vs. VUSA.MI — Risk / Return Rank
DHS
VUSA.MI
DHS vs. VUSA.MI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend Fund (DHS) and Vanguard S&P 500 UCITS ETF (VUSA.MI). 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.
| DHS | VUSA.MI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.07 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.58 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.47 | -0.23 |
Martin ratioReturn relative to average drawdown | 4.77 | 7.00 | -2.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DHS | VUSA.MI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.07 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.73 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.84 | -0.43 |
Correlation
The correlation between DHS and VUSA.MI is 0.42, 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.
Dividends
DHS vs. VUSA.MI - Dividend Comparison
DHS's dividend yield for the trailing twelve months is around 3.24%, more than VUSA.MI's 0.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 3.24% | 3.32% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% |
VUSA.MI Vanguard S&P 500 UCITS ETF | 0.99% | 0.97% | 0.99% | 1.26% | 1.45% | 1.02% | 1.43% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DHS vs. VUSA.MI - Drawdown Comparison
The maximum DHS drawdown since its inception was -67.25%, which is greater than VUSA.MI's maximum drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for DHS and VUSA.MI.
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Drawdown Indicators
| DHS | VUSA.MI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.25% | -33.68% | -33.57% |
Max Drawdown (1Y)Largest decline over 1 year | -10.84% | -13.20% | +2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -15.28% | -23.11% | +7.83% |
Max Drawdown (10Y)Largest decline over 10 years | -37.35% | — | — |
Current DrawdownCurrent decline from peak | -3.76% | -5.26% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -4.61% | -5.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 3.28% | -0.46% |
Volatility
DHS vs. VUSA.MI - Volatility Comparison
The current volatility for WisdomTree US High Dividend Fund (DHS) is 3.08%, while Vanguard S&P 500 UCITS ETF (VUSA.MI) has a volatility of 4.32%. This indicates that DHS experiences smaller price fluctuations and is considered to be less risky than VUSA.MI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DHS | VUSA.MI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 4.32% | -1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 7.14% | 8.65% | -1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.31% | 17.15% | -3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.87% | 15.91% | -2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.06% | 17.60% | -1.54% |