DTD vs. DHS
Compare and contrast key facts about WisdomTree U.S. Total Dividend Fund (DTD) and WisdomTree US High Dividend Fund (DHS).
DTD and DHS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DTD is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Index. It was launched on Jun 16, 2006. 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 DTD 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: DTD or DHS.
Key characteristics
| DTD | DHS | |
|---|---|---|
| YTD Return | 5.11% | 3.83% |
| 1Y Return | 16.96% | 8.72% |
| 3Y Return (Ann) | 8.03% | 6.70% |
| 5Y Return (Ann) | 9.93% | 7.11% |
| 10Y Return (Ann) | 9.96% | 7.77% |
| Sharpe Ratio | 1.48 | 0.56 |
| Daily Std Dev | 10.62% | 13.39% |
| Max Drawdown | -58.20% | -67.25% |
| Current Drawdown | -3.28% | -2.22% |
Correlation
The correlation between DTD and DHS is 0.93, 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
DTD vs. DHS - Performance Comparison
In the year-to-date period, DTD achieves a 5.11% return, which is significantly higher than DHS's 3.83% return. Over the past 10 years, DTD has outperformed DHS with an annualized return of 9.96%, while DHS has yielded a comparatively lower 7.77% annualized 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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DTD vs. DHS - Expense Ratio Comparison
DTD has a 0.28% expense ratio, which is lower than DHS's 0.38% expense ratio.
Risk-Adjusted Performance
DTD vs. DHS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Total Dividend Fund (DTD) 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
DTD vs. DHS - Dividend Comparison
DTD's dividend yield for the trailing twelve months is around 2.35%, less than DHS's 4.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DTD WisdomTree U.S. Total Dividend Fund | 2.35% | 2.43% | 2.62% | 2.04% | 2.73% | 2.50% | 2.93% | 2.36% | 2.66% | 2.81% | 2.42% | 2.38% |
DHS WisdomTree US High Dividend Fund | 4.08% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% | 2.91% | 3.20% |
Drawdowns
DTD vs. DHS - Drawdown Comparison
The maximum DTD drawdown since its inception was -58.20%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for DTD and DHS. For additional features, visit the drawdowns tool.
Volatility
DTD vs. DHS - Volatility Comparison
The current volatility for WisdomTree U.S. Total Dividend Fund (DTD) is 3.20%, while WisdomTree US High Dividend Fund (DHS) has a volatility of 4.35%. This indicates that DTD 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.