HDIQ.L vs. DHS.L
HDIQ.L (iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist)) and DHS.L (WisdomTree US High Dividend UCITS ETF USD (Dist)) are both exchange-traded funds - HDIQ.L is a U.S. Equity Income fund tracking the MSCI USA High Dividend Yield Advanced Select Index, while DHS.L is a Dividend fund tracking the WisdomTree US High Dividend UCITS Index. Both are passively managed. Over the past 10 years, HDIQ.L returned 10.44%/yr vs 8.42%/yr for DHS.L. Their correlation of 0.87 suggests significant overlap in exposure. HDIQ.L charges 0.35%/yr vs 0.29%/yr for DHS.L.
Performance
HDIQ.L vs. DHS.L - Performance Comparison
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Returns By Period
In the year-to-date period, HDIQ.L achieves a 14.04% return, which is significantly lower than DHS.L's 14.88% return. Over the past 10 years, HDIQ.L has outperformed DHS.L with an annualized return of 10.44%, while DHS.L has yielded a comparatively lower 8.42% annualized return.
HDIQ.L
- 1D
- -0.16%
- 1M
- -0.73%
- 6M
- 11.08%
- YTD
- 14.04%
- 1Y
- 23.93%
- 3Y*
- 16.54%
- 5Y*
- 12.48%
- 10Y*
- 10.44%
DHS.L
- 1D
- 0.71%
- 1M
- 4.74%
- 6M
- 10.65%
- YTD
- 14.88%
- 1Y
- 24.37%
- 3Y*
- 15.07%
- 5Y*
- 11.90%
- 10Y*
- 8.42%
HDIQ.L vs. DHS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDIQ.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 14.04% | 8.74% | 17.34% | 8.04% | 4.90% | 23.47% | -3.34% | 17.58% | -0.65% | 6.76% |
DHS.L WisdomTree US High Dividend UCITS ETF USD (Dist) | 14.88% | 4.77% | 17.32% | -5.75% | 19.92% | 25.61% | -9.41% | 16.84% | -2.86% | 1.32% |
Correlation
The correlation between HDIQ.L and DHS.L is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.70 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.86 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2014 | 0.87 |
Over the past year, the correlation between HDIQ.L and DHS.L has dropped to 0.57 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
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Return for Risk
HDIQ.L vs. DHS.L — Risk / Return Rank
HDIQ.L
DHS.L
HDIQ.L vs. DHS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.L) and WisdomTree US High Dividend UCITS ETF USD (Dist) (DHS.L). 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.
| HDIQ.L | DHS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.40 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 4.71 | 3.79 | +0.92 |
| Martin ratioReturn relative to average drawdown | 16.04 | 13.05 | +2.99 |
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Drawdowns
HDIQ.L vs. DHS.L - Drawdown Comparison
The maximum HDIQ.L drawdown since its inception was -41.26%, which is greater than DHS.L's maximum drawdown of -38.98%. Use the drawdown chart below to compare losses from any high point for HDIQ.L and DHS.L.
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Drawdown Indicators
| HDIQ.L | DHS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.26% | -38.98% | -2.28% |
Max Drawdown (1Y)Largest decline over 1 year | -5.06% | -6.40% | +1.34% |
Max Drawdown (3Y)Largest decline over 3 years | -18.80% | -17.50% | -1.30% |
Max Drawdown (5Y)Largest decline over 5 years | -18.80% | -18.39% | -0.41% |
Max Drawdown (10Y)Largest decline over 10 years | -24.46% | -29.33% | +4.87% |
Current DrawdownCurrent decline from peak | -1.68% | 0.00% | -1.68% |
Average DrawdownAverage peak-to-trough decline | -8.59% | -9.57% | +0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.49% | 1.86% | -0.37% |
Volatility
HDIQ.L vs. DHS.L - Volatility Comparison
iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) (HDIQ.L) and WisdomTree US High Dividend UCITS ETF USD (Dist) (DHS.L) have volatilities of 2.86% and 2.83%, 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
| HDIQ.L | DHS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.86% | 2.83% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 7.57% | 8.23% | -0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.13% | 10.57% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.04% | 13.83% | -0.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.25% | 14.86% | -0.61% |
HDIQ.L vs. DHS.L - Expense Ratio Comparison
HDIQ.L has a 0.35% expense ratio, which is higher than DHS.L's 0.29% expense ratio.
Dividends
HDIQ.L vs. DHS.L - Dividend Comparison
HDIQ.L's dividend yield for the trailing twelve months is around 1.51%, less than DHS.L's 2.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS.L WisdomTree US High Dividend UCITS ETF USD (Dist) | 2.56% | 2.89% | 2.93% | 3.50% | 2.83% | 2.87% | 3.76% | 3.16% | 3.06% | 2.70% | 2.51% | 2.46% |
HDIQ.L iShares MSCI USA Quality Dividend Advanced UCITS ETF USD (Dist) | 1.51% | 1.69% | 1.90% | 2.05% | 2.28% | 2.04% | 2.71% | 2.43% | 0.00% | 1.13% | 2.13% | 2.40% |
Frequently Asked Questions
HDIQ.L and DHS.L have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, DHS.L is cheaper at 0.29% per year. The better choice depends on whether you care most about return, fees, risk, or income.
DHS.L is cheaper with a 0.29% expense ratio, compared with 0.35% for HDIQ.L.
HDIQ.L is categorized as U.S. Equity Income, while DHS.L is Dividend. HDIQ.L tracks MSCI USA High Dividend Yield Advanced Select Index, while DHS.L tracks WisdomTree US High Dividend UCITS Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.35% for HDIQ.L and 0.29% for DHS.L.
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