DIVZ vs. DHS
Compare and contrast key facts about Opal Dividend Income ETF (DIVZ) and WisdomTree US High Dividend Fund (DHS).
DIVZ and DHS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVZ is an actively managed fund by TrueShares. It was launched on Jan 27, 2021. 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.
Performance
DIVZ vs. DHS - Performance Comparison
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DIVZ vs. DHS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DIVZ Opal Dividend Income ETF | 3.04% | 16.72% | 18.44% | -0.51% | 3.51% | 19.74% |
DHS WisdomTree US High Dividend Fund | 8.00% | 12.87% | 18.02% | -0.19% | 7.97% | 22.70% |
Returns By Period
In the year-to-date period, DIVZ achieves a 3.04% return, which is significantly lower than DHS's 8.00% return.
DIVZ
- 1D
- 0.18%
- 1M
- -4.56%
- YTD
- 3.04%
- 6M
- 3.75%
- 1Y
- 12.65%
- 3Y*
- 13.65%
- 5Y*
- 9.87%
- 10Y*
- —
DHS
- 1D
- 0.91%
- 1M
- -2.77%
- YTD
- 8.00%
- 6M
- 10.21%
- 1Y
- 14.07%
- 3Y*
- 14.13%
- 5Y*
- 11.42%
- 10Y*
- 9.56%
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DIVZ vs. DHS - Expense Ratio Comparison
DIVZ has a 0.65% expense ratio, which is higher than DHS's 0.38% expense ratio.
Return for Risk
DIVZ vs. DHS — Risk / Return Rank
DIVZ
DHS
DIVZ vs. DHS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Opal Dividend Income ETF (DIVZ) 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.
| DIVZ | DHS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.06 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.49 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.21 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.34 | +0.23 |
Martin ratioReturn relative to average drawdown | 6.66 | 5.00 | +1.66 |
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
| DIVZ | DHS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.06 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.83 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.40 | +0.51 |
Correlation
The correlation between DIVZ and DHS is 0.89, 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.
Dividends
DIVZ vs. DHS - Dividend Comparison
DIVZ's dividend yield for the trailing twelve months is around 2.68%, less than DHS's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVZ Opal Dividend Income ETF | 2.68% | 2.60% | 2.63% | 3.66% | 3.23% | 3.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DHS WisdomTree US High Dividend Fund | 3.23% | 3.32% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% |
Drawdowns
DIVZ vs. DHS - Drawdown Comparison
The maximum DIVZ drawdown since its inception was -15.42%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for DIVZ and DHS.
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Drawdown Indicators
| DIVZ | DHS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.42% | -67.25% | +51.83% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -10.84% | +2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -15.42% | -15.28% | -0.14% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.35% | — |
Current DrawdownCurrent decline from peak | -4.56% | -3.23% | -1.33% |
Average DrawdownAverage peak-to-trough decline | -3.47% | -9.62% | +6.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 3.10% | -1.04% |
Volatility
DIVZ vs. DHS - Volatility Comparison
The current volatility for Opal Dividend Income ETF (DIVZ) is 2.80%, while WisdomTree US High Dividend Fund (DHS) has a volatility of 3.13%. This indicates that DIVZ 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.
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Volatility by Period
| DIVZ | DHS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.80% | 3.13% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 6.57% | 7.12% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.04% | 13.35% | -1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.58% | 13.87% | -1.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.61% | 16.06% | -3.45% |