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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVZ or DHS.
Correlation
The correlation between DIVZ and DHS is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DIVZ vs. DHS - Performance Comparison
Key characteristics
DIVZ:
1.13
DHS:
0.86
DIVZ:
1.61
DHS:
1.34
DIVZ:
1.23
DHS:
1.19
DIVZ:
1.69
DHS:
1.16
DIVZ:
5.86
DHS:
3.73
DIVZ:
2.59%
DHS:
3.70%
DIVZ:
13.09%
DHS:
14.70%
DIVZ:
-15.43%
DHS:
-67.25%
DIVZ:
-1.76%
DHS:
-6.00%
Returns By Period
In the year-to-date period, DIVZ achieves a 5.23% return, which is significantly higher than DHS's 0.82% return.
DIVZ
5.23%
7.93%
1.92%
14.69%
N/A
N/A
DHS
0.82%
2.38%
-3.26%
12.47%
13.14%
8.23%
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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.
Risk-Adjusted Performance
DIVZ vs. DHS — Risk-Adjusted Performance Rank
DIVZ
DHS
DIVZ vs. DHS - Risk-Adjusted Performance 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.
Dividends
DIVZ vs. DHS - Dividend Comparison
DIVZ's dividend yield for the trailing twelve months is around 2.83%, less than DHS's 3.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVZ Opal Dividend Income ETF | 2.83% | 2.63% | 3.66% | 3.23% | 3.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DHS WisdomTree US High Dividend Fund | 3.68% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% | 2.91% |
Drawdowns
DIVZ vs. DHS - Drawdown Comparison
The maximum DIVZ drawdown since its inception was -15.43%, 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. For additional features, visit the drawdowns tool.
Volatility
DIVZ vs. DHS - Volatility Comparison
The current volatility for Opal Dividend Income ETF (DIVZ) is 4.28%, while WisdomTree US High Dividend Fund (DHS) has a volatility of 4.83%. 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.