DIVB vs. DHS
Compare and contrast key facts about iShares U.S. Dividend and Buyback ETF (DIVB) and WisdomTree US High Dividend Fund (DHS).
DIVB and DHS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVB is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend and Buyback Index. It was launched on Nov 7, 2017. 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. Both DIVB and DHS 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: DIVB or DHS.
Key characteristics
| DIVB | DHS | |
|---|---|---|
| YTD Return | 4.34% | 2.61% |
| 1Y Return | 17.26% | 6.39% |
| 3Y Return (Ann) | 6.10% | 6.16% |
| 5Y Return (Ann) | 11.71% | 6.94% |
| Sharpe Ratio | 1.46 | 0.44 |
| Daily Std Dev | 11.71% | 13.37% |
| Max Drawdown | -36.93% | -67.25% |
| Current Drawdown | -4.29% | -3.36% |
Correlation
The correlation between DIVB and DHS is 0.85, 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
DIVB vs. DHS - Performance Comparison
In the year-to-date period, DIVB achieves a 4.34% return, which is significantly higher than DHS's 2.61% 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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DIVB vs. DHS - Expense Ratio Comparison
DIVB has a 0.25% expense ratio, which is lower than DHS's 0.38% expense ratio.
Risk-Adjusted Performance
DIVB vs. DHS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Dividend and Buyback ETF (DIVB) and WisdomTree US High Dividend Fund (DHS). 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
DIVB vs. DHS - Dividend Comparison
DIVB's dividend yield for the trailing twelve months is around 2.92%, less than DHS's 4.12% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVB iShares U.S. Dividend and Buyback ETF | 2.92% | 3.18% | 2.02% | 1.63% | 2.08% | 2.07% | 2.52% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
DHS WisdomTree US High Dividend Fund | 4.12% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% | 2.91% | 3.20% |
Drawdowns
DIVB vs. DHS - Drawdown Comparison
The maximum DIVB drawdown since its inception was -36.93%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for DIVB and DHS. For additional features, visit the drawdowns tool.
Volatility
DIVB vs. DHS - Volatility Comparison
The current volatility for iShares U.S. Dividend and Buyback ETF (DIVB) is 3.27%, while WisdomTree US High Dividend Fund (DHS) has a volatility of 3.88%. This indicates that DIVB experiences smaller price fluctuations and is considered to be less risky than DHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.