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DTH vs. IDV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

DTH vs. IDV

Last updated Jun 24, 2026

DTH (WisdomTree International High Dividend Fund) and IDV (iShares International Select Dividend ETF) are both exchange-traded funds - DTH is a Foreign Large Cap Equities fund tracking the WisdomTree International High Dividend Index, while IDV is a Global Equities fund tracking the Dow Jones EPAC Select Dividend. Both are passively managed. Over the past 10 years, DTH returned 9.46%/yr vs 10.63%/yr for IDV. Their correlation of 0.92 suggests significant overlap in exposure. DTH charges 0.58%/yr vs 0.49%/yr for IDV.

Performance

DTH vs. IDV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree International High Dividend Fund (DTH) and iShares International Select Dividend ETF (IDV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DTH achieves a 7.05% return, which is significantly lower than IDV's 9.00% return. Over the past 10 years, DTH has underperformed IDV with an annualized return of 9.46%, while IDV has yielded a comparatively higher 10.63% annualized return.

DTH

1D
-1.53%
1M
-2.36%
YTD
7.05%
6M
7.40%
1Y
23.65%
3Y*
19.63%
5Y*
11.75%
10Y*
9.46%

IDV

1D
-1.21%
1M
-4.79%
YTD
9.00%
6M
9.11%
1Y
30.43%
3Y*
24.49%
5Y*
11.78%
10Y*
10.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DTH vs. IDV - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
DTH
WisdomTree International High Dividend Fund		7.05%42.37%2.31%15.03%-1.74%8.30%-7.05%18.43%-12.85%21.10%
IDV
iShares International Select Dividend ETF		9.00%52.16%4.00%10.32%-6.40%12.00%-5.94%23.56%-10.37%19.74%

Correlation

The correlation between DTH and IDV is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.93

Correlation (5Y)
Calculated over the trailing 5-year period

0.94

Correlation (10Y)
Calculated over the trailing 10-year period

0.94

Correlation (All Time)
Calculated using the full available price history since Jun 21, 2007

0.92

The correlation between DTH and IDV has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.

DTH vs. IDV - Sectors Allocation Comparison

Sectors
DTH
IDV

Financial Services

21.1%
30.6%

Industrials

13.0%
6.9%

Utilities

10.7%
11.5%

Energy

9.0%
14.8%

Consumer Defensive

8.1%
7.2%

Basic Materials

7.9%
6.3%

Communication Services

7.0%
9.9%

Real Estate

5.2%
2.3%

Consumer Cyclical

5.0%
9.9%

Healthcare

3.4%

-

Technology

1.3%
0.9%

Financial Services

DTH
21.1%
IDV
30.6%

Industrials

DTH
13.0%
IDV
6.9%

Utilities

DTH
10.7%
IDV
11.5%

Energy

DTH
9.0%
IDV
14.8%

Consumer Defensive

DTH
8.1%
IDV
7.2%

Basic Materials

DTH
7.9%
IDV
6.3%

Communication Services

DTH
7.0%
IDV
9.9%

Real Estate

DTH
5.2%
IDV
2.3%

Consumer Cyclical

DTH
5.0%
IDV
9.9%

Healthcare

DTH
3.4%
IDV

-

Technology

DTH
1.3%
IDV
0.9%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WisdomTree International High Dividend Fund

iShares International Select Dividend ETF

Often compared with DTH:
DTH vs. PIDDTH vs. LVHIDTH vs. VYMIDTH vs. EPSDTH vs. DGRWDTH vs. VEUDTH vs. HDV
Often compared with IDV:
IDV vs. SCHDIDV vs. LVHIIDV vs. VYMIIDV vs. IGROIDV vs. DIVOIDV vs. PIDIDV vs. DVY

Return for Risk

DTH vs. IDV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DTH
DTH Risk / Return Rank: 5656
Overall Rank
DTH Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
DTH Sortino Ratio Rank: 5656
Sortino Ratio Rank
DTH Omega Ratio Rank: 5656
Omega Ratio Rank
DTH Calmar Ratio Rank: 5656
Calmar Ratio Rank
DTH Martin Ratio Rank: 5656
Martin Ratio Rank
IDV
IDV Risk / Return Rank: 7373
Overall Rank
IDV Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
IDV Sortino Ratio Rank: 7171
Sortino Ratio Rank
IDV Omega Ratio Rank: 7575
Omega Ratio Rank
IDV Calmar Ratio Rank: 7373
Calmar Ratio Rank
IDV Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DTH vs. IDV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree International High Dividend Fund (DTH) and iShares International Select Dividend ETF (IDV). 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.

DTHIDVDifference
Sharpe ratioReturn per unit of total volatility
1.82
2.32

-0.51

Sortino ratioReturn per unit of downside risk
2.52
3.08

-0.55

Omega ratioGain probability vs. loss probability

1.32

1.42

-0.10

Calmar ratioReturn relative to maximum drawdown

2.60

3.59

-0.99

Martin ratioReturn relative to average drawdown

9.26

12.85

-3.59

DTH vs. IDV - Sharpe Ratio Comparison

The current DTH Sharpe Ratio is 1.82, which is comparable to the IDV Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of DTH and IDV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

DTH vs. IDV - Drawdown Comparison

The maximum DTH drawdown since its inception was -64.20%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for DTH and IDV.

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Drawdown Indicators

DTHIDVDifference

Max Drawdown

Largest peak-to-trough decline

-64.20%

-70.14%

+5.94%

Max Drawdown (1Y)

Largest decline over 1 year

-9.14%

-8.52%

-0.62%

Max Drawdown (3Y)

Largest decline over 3 years

-12.23%

-11.86%

-0.37%

Max Drawdown (5Y)

Largest decline over 5 years

-23.40%

-29.19%

+5.79%

Max Drawdown (10Y)

Largest decline over 10 years

-40.75%

-42.50%

+1.75%

Current Drawdown

Current decline from peak

-4.06%

-5.67%

+1.61%

Average Drawdown

Average peak-to-trough decline

-15.13%

-15.36%

+0.23%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.56%

2.37%

+0.19%

Volatility

DTH vs. IDV - Volatility Comparison

WisdomTree International High Dividend Fund (DTH) and iShares International Select Dividend ETF (IDV) have volatilities of 4.13% and 3.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

DTHIDVDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.13%

3.96%

+0.17%

Volatility (6M)

Calculated over the trailing 6-month period

10.96%

11.11%

-0.15%

Volatility (1Y)

Calculated over the trailing 1-year period

13.08%

13.18%

-0.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.21%

15.59%

-0.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.73%

17.70%

-0.97%

DTH vs. IDV - Expense Ratio Comparison

DTH has a 0.58% expense ratio, which is higher than IDV's 0.49% expense ratio.

Dividends

DTH vs. IDV - Dividend Comparison

DTH's dividend yield for the trailing twelve months is around 3.47%, less than IDV's 5.45% yield.

PositionTTM20252024202320222021202020192018201720162015
DTH
WisdomTree International High Dividend Fund		3.47%3.80%5.41%5.63%5.70%4.72%3.75%4.27%4.62%3.72%4.14%4.38%
IDV
iShares International Select Dividend ETF		5.45%4.94%6.46%6.51%7.33%5.78%5.47%5.15%5.93%4.52%4.69%5.08%

Frequently Asked Questions

With a correlation of 0.92, DTH and IDV move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

DTH has higher volatility (4.13%) compared to IDV (3.96%). In terms of maximum drawdown, DTH dropped -64.20% vs IDV's -70.14%.

On 10-year performance, IDV leads with 10.63% vs 9.46% for DTH. On fees, IDV is cheaper at 0.49% per year. On volatility, IDV has been the lower-risk option at 3.96%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, IDV has performed better with a 10.63% return vs 9.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IDV is cheaper with a 0.49% expense ratio, compared with 0.58% for DTH.

IDV has the higher dividend yield at 5.45%, compared with 3.47% for DTH.

DTH is categorized as Foreign Large Cap Equities, while IDV is Global Equities. DTH tracks WisdomTree International High Dividend Index, while IDV tracks Dow Jones EPAC Select Dividend. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.58% for DTH and 0.49% for IDV.

IDV currently has the higher Sharpe Ratio (2.32 vs 1.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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