DHSD.L vs. HDIQ.L
DHSD.L (WisdomTree US High Dividend UCITS ETF USD (Dist)) and HDIQ.L (iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)) are both exchange-traded funds - DHSD.L is a Dividend fund tracking the WisdomTree US High Dividend UCITS Index, while HDIQ.L is a U.S. Equity Income fund tracking the MSCI USA High Dividend Yield Advanced Select Index. Both are passively managed. Over the past 10 years, DHSD.L returned 8.61%/yr vs 10.75%/yr for HDIQ.L. A 0.77 correlation means they provide meaningful diversification when combined. DHSD.L charges 0.29%/yr vs 0.35%/yr for HDIQ.L.
Performance
DHSD.L vs. HDIQ.L - Performance Comparison
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Different Trading Currencies
DHSD.L is traded in USD, while HDIQ.L is traded in GBp. To make them comparable, the HDIQ.L values have been converted to USD using the latest available exchange rates.
Returns By Period
The year-to-date returns for both investments are quite close, with DHSD.L having a 14.22% return and HDIQ.L slightly higher at 14.41%. Over the past 10 years, DHSD.L has underperformed HDIQ.L with an annualized return of 8.61%, while HDIQ.L has yielded a comparatively higher 10.75% annualized return.
DHSD.L
- 1D
- 1.48%
- 1M
- 4.33%
- 6M
- 10.27%
- YTD
- 14.22%
- 1Y
- 25.31%
- 3Y*
- 16.60%
- 5Y*
- 11.27%
- 10Y*
- 8.61%
HDIQ.L
- 1D
- 0.05%
- 1M
- 0.00%
- 6M
- 11.87%
- YTD
- 14.41%
- 1Y
- 26.21%
- 3Y*
- 18.16%
- 5Y*
- 12.05%
- 10Y*
- 10.75%
DHSD.L vs. HDIQ.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DHSD.L WisdomTree US High Dividend UCITS ETF USD (Dist) | 14.22% | 12.71% | 15.26% | -0.25% | 7.25% | 23.90% | -6.21% | 20.65% | -8.19% | 11.28% |
HDIQ.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 14.41% | 16.95% | 15.38% | 13.74% | -6.31% | 22.35% | -0.38% | 22.30% | -6.27% | 16.92% |
Correlation
The correlation between DHSD.L and HDIQ.L is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.73 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.76 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2014 | 0.77 |
Over the past year, the correlation between DHSD.L and HDIQ.L has dropped to 0.55 - well below their long-term average of 0.77, suggesting their price drivers have been diverging.
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Return for Risk
DHSD.L vs. HDIQ.L — Risk / Return Rank
DHSD.L
HDIQ.L
DHSD.L vs. HDIQ.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree US High Dividend UCITS ETF USD (Dist) (DHSD.L) and iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.L). 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.
| DHSD.L | HDIQ.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.21 | ||
| Sortino ratioReturn per unit of downside risk | -0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.43 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 3.06 | 3.36 | -0.30 |
| Martin ratioReturn relative to average drawdown | 9.98 | 13.51 | -3.53 |
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Drawdowns
DHSD.L vs. HDIQ.L - Drawdown Comparison
The maximum DHSD.L drawdown since its inception was -37.27%, smaller than the maximum HDIQ.L drawdown of -43.17%. Use the drawdown chart below to compare losses from any high point for DHSD.L and HDIQ.L.
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Drawdown Indicators
| DHSD.L | HDIQ.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.27% | -43.17% | +5.90% |
Max Drawdown (1Y)Largest decline over 1 year | -8.23% | -7.77% | -0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -16.10% | -17.33% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -17.25% | -17.67% | +0.42% |
Max Drawdown (10Y)Largest decline over 10 years | -37.27% | -32.69% | -4.58% |
Current DrawdownCurrent decline from peak | 0.00% | -0.82% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -13.45% | +9.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 1.94% | +0.59% |
Volatility
DHSD.L vs. HDIQ.L - Volatility Comparison
WisdomTree US High Dividend UCITS ETF USD (Dist) (DHSD.L) has a higher volatility of 3.29% compared to iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.L) at 2.55%. This indicates that DHSD.L's price experiences larger fluctuations and is considered to be riskier than HDIQ.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DHSD.L | HDIQ.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.29% | 2.55% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 8.55% | 8.21% | +0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.28% | 10.74% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.92% | 14.12% | +0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.48% | 14.71% | +0.77% |
DHSD.L vs. HDIQ.L - Expense Ratio Comparison
DHSD.L has a 0.29% expense ratio, which is lower than HDIQ.L's 0.35% expense ratio.
Dividends
DHSD.L vs. HDIQ.L - Dividend Comparison
DHSD.L's dividend yield for the trailing twelve months is around 2.56%, more than HDIQ.L's 1.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHSD.L WisdomTree US High Dividend UCITS ETF USD (Dist) | 2.56% | 2.82% | 3.00% | 3.37% | 2.91% | 2.92% | 3.49% | 3.03% | 3.21% | 2.57% | 2.81% | 2.53% |
HDIQ.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 1.51% | 1.69% | 1.90% | 2.05% | 2.28% | 2.04% | 2.71% | 2.43% | 0.00% | 1.13% | 2.13% | 2.40% |
Frequently Asked Questions
DHSD.L and HDIQ.L have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DHSD.L is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DHSD.L is cheaper with a 0.29% expense ratio, compared with 0.35% for HDIQ.L.
DHSD.L is categorized as Dividend, while HDIQ.L is U.S. Equity Income. DHSD.L tracks WisdomTree US High Dividend UCITS Index, while HDIQ.L tracks MSCI USA High Dividend Yield Advanced Select Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.29% for DHSD.L and 0.35% for HDIQ.L.
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