DHSD.L vs. IDUP.L
DHSD.L (WisdomTree US High Dividend UCITS ETF USD (Dist)) and IDUP.L (iShares US Property Yield UCITS ETF USD (Dist)) are both exchange-traded funds - DHSD.L is a Dividend fund tracking the WisdomTree US High Dividend UCITS Index, while IDUP.L is a REIT fund tracking the FTSE EPRA Nareit US Dividend+ Net of Tax Index (USD). Both are passively managed. Over the past 10 years, DHSD.L returned 8.68%/yr vs 4.41%/yr for IDUP.L. A 0.65 correlation means they provide meaningful diversification when combined. DHSD.L charges 0.29%/yr vs 0.40%/yr for IDUP.L.
Performance
DHSD.L vs. IDUP.L - Performance Comparison
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Returns By Period
In the year-to-date period, DHSD.L achieves a 14.70% return, which is significantly lower than IDUP.L's 19.54% return. Over the past 10 years, DHSD.L has outperformed IDUP.L with an annualized return of 8.68%, while IDUP.L has yielded a comparatively lower 4.41% annualized return.
DHSD.L
- 1D
- 0.42%
- 1M
- 5.12%
- 6M
- 11.21%
- YTD
- 14.70%
- 1Y
- 24.70%
- 3Y*
- 16.17%
- 5Y*
- 11.36%
- 10Y*
- 8.68%
IDUP.L
- 1D
- 0.88%
- 1M
- 4.01%
- 6M
- 15.63%
- YTD
- 19.54%
- 1Y
- 21.72%
- 3Y*
- 11.00%
- 5Y*
- 3.85%
- 10Y*
- 4.41%
DHSD.L vs. IDUP.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) | 14.70% | 12.71% | 15.26% | -0.25% | 7.25% | 23.90% | -6.21% | 20.65% | -8.19% | 11.28% |
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 19.54% | 2.23% | 4.73% | 13.04% | -24.29% | 41.77% | -10.91% | 21.39% | -4.82% | 4.35% |
Correlation
The correlation between DHSD.L and IDUP.L is 0.67, 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 | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2014 | 0.65 |
The correlation between DHSD.L and IDUP.L has been stable across timeframes, ranging from 0.65 to 0.70 - a consistent structural relationship.
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Return for Risk
DHSD.L vs. IDUP.L — Risk / Return Rank
DHSD.L
IDUP.L
DHSD.L vs. IDUP.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 US Property Yield UCITS ETF USD (Dist) (IDUP.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 | IDUP.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.29 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.99 | 2.92 | +0.07 |
| Martin ratioReturn relative to average drawdown | 9.74 | 8.01 | +1.73 |
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Drawdowns
DHSD.L vs. IDUP.L - Drawdown Comparison
The maximum DHSD.L drawdown since its inception was -37.27%, smaller than the maximum IDUP.L drawdown of -75.24%. Use the drawdown chart below to compare losses from any high point for DHSD.L and IDUP.L.
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Drawdown Indicators
| DHSD.L | IDUP.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.27% | -75.24% | +37.97% |
Max Drawdown (1Y)Largest decline over 1 year | -8.23% | -7.41% | -0.82% |
Max Drawdown (3Y)Largest decline over 3 years | -16.10% | -20.33% | +4.23% |
Max Drawdown (5Y)Largest decline over 5 years | -17.25% | -33.70% | +16.45% |
Max Drawdown (10Y)Largest decline over 10 years | -37.27% | -45.62% | +8.35% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -15.31% | +10.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.70% | -0.17% |
Volatility
DHSD.L vs. IDUP.L - Volatility Comparison
The current volatility for WisdomTree US High Dividend UCITS ETF USD (Dist) (DHSD.L) is 2.88%, while iShares US Property Yield UCITS ETF USD (Dist) (IDUP.L) has a volatility of 4.33%. This indicates that DHSD.L experiences smaller price fluctuations and is considered to be less risky than IDUP.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 | IDUP.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.88% | 4.33% | -1.45% |
Volatility (6M)Calculated over the trailing 6-month period | 8.54% | 9.99% | -1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.28% | 13.15% | -1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.92% | 18.39% | -3.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.48% | 20.36% | -4.88% |
DHSD.L vs. IDUP.L - Expense Ratio Comparison
DHSD.L has a 0.29% expense ratio, which is lower than IDUP.L's 0.40% expense ratio.
Dividends
DHSD.L vs. IDUP.L - Dividend Comparison
DHSD.L's dividend yield for the trailing twelve months is around 2.55%, less than IDUP.L's 2.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHSD.L WisdomTree US High Dividend UCITS ETF USD (Dist) | 2.55% | 2.82% | 3.00% | 3.37% | 2.91% | 2.92% | 3.49% | 3.03% | 3.21% | 2.57% | 2.81% | 2.53% |
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 2.81% | 3.20% | 3.09% | 3.13% | 3.84% | 2.13% | 3.22% | 3.10% | 4.60% | 3.17% | 3.55% | 2.98% |
Frequently Asked Questions
DHSD.L and IDUP.L have a correlation of 0.67, 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 0.40% for IDUP.L.
DHSD.L is categorized as Dividend, while IDUP.L is REIT. DHSD.L tracks WisdomTree US High Dividend UCITS Index, while IDUP.L tracks FTSE EPRA Nareit US Dividend+ Net of Tax Index (USD). They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.29% for DHSD.L and 0.40% for IDUP.L.
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