DIVN vs. DTD
DIVN (Horizon Dividend Income ETF) and DTD (WisdomTree U.S. Total Dividend Fund) are both Large Cap Value Equities funds. Their correlation of 0.81 suggests significant overlap in exposure. DIVN charges 0.70%/yr vs 0.28%/yr for DTD.
Performance
DIVN vs. DTD - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DIVN achieves a 11.82% return, which is significantly higher than DTD's 10.39% return.
DIVN
- 1D
- -0.34%
- 1M
- -0.67%
- YTD
- 11.82%
- 6M
- 11.10%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DTD
- 1D
- 0.00%
- 1M
- 0.37%
- YTD
- 10.39%
- 6M
- 9.68%
- 1Y
- 21.29%
- 3Y*
- 17.90%
- 5Y*
- 12.14%
- 10Y*
- 12.37%
DIVN vs. DTD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DIVN Horizon Dividend Income ETF | 11.82% | 8.11% |
DTD WisdomTree U.S. Total Dividend Fund | 10.39% | 9.75% |
Correlation
The correlation between DIVN and DTD is 0.81, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 26, 2025 | 0.81 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DIVN vs. DTD — Risk / Return Rank
DIVN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
DTD
DIVN vs. DTD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Horizon Dividend Income ETF (DIVN) and WisdomTree U.S. Total Dividend Fund (DTD). 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.
| DIVN | DTD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.41 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.39 | — |
| Martin ratioReturn relative to average drawdown | — | 14.00 | — |
Loading charts...
Drawdowns
DIVN vs. DTD - Drawdown Comparison
The maximum DIVN drawdown since its inception was -5.55%, smaller than the maximum DTD drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for DIVN and DTD.
Loading charts...
Drawdown Indicators
| DIVN | DTD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.55% | -58.19% | +52.64% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.30% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.41% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.14% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.29% | — |
Current DrawdownCurrent decline from peak | -1.94% | -0.92% | -1.02% |
Average DrawdownAverage peak-to-trough decline | -1.42% | -7.32% | +5.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.52% | — |
Volatility
DIVN vs. DTD - Volatility Comparison
Loading charts...
Volatility by Period
| DIVN | DTD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.65% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.13% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.56% | 9.41% | +1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.56% | 13.56% | -3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.56% | 16.19% | -5.63% |
DIVN vs. DTD - Expense Ratio Comparison
DIVN has a 0.70% expense ratio, which is higher than DTD's 0.28% expense ratio.
Dividends
DIVN vs. DTD - Dividend Comparison
DIVN's dividend yield for the trailing twelve months is around 3.12%, more than DTD's 1.86% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVN Horizon Dividend Income ETF | 3.12% | 1.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DTD WisdomTree U.S. Total Dividend Fund | 1.86% | 1.99% | 2.07% | 2.43% | 2.62% | 2.04% | 2.73% | 2.50% | 2.93% | 2.36% | 2.66% | 2.81% |
Frequently Asked Questions
DIVN and DTD have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DTD is cheaper at 0.28% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DTD is cheaper with a 0.28% expense ratio, compared with 0.70% for DIVN.
DIVN has the higher dividend yield at 3.12%, compared with 1.86% for DTD.
They also come from different issuers: Horizon and WisdomTree. Their fees differ too: 0.70% for DIVN and 0.28% for DTD.
Find the right allocation for DIVN and DTD
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer