IDUP.L vs. DHS.L
IDUP.L (iShares US Property Yield UCITS ETF USD (Dist)) and DHS.L (WisdomTree US High Dividend UCITS ETF USD (Dist)) are both exchange-traded funds - IDUP.L is a REIT fund tracking the FTSE EPRA Nareit US Dividend+ Net of Tax Index (USD), while DHS.L is a Dividend fund tracking the WisdomTree US High Dividend UCITS Index. Both are passively managed. Over the past 10 years, IDUP.L returned 4.41%/yr vs 8.69%/yr for DHS.L. A 0.60 correlation means they provide meaningful diversification when combined. IDUP.L charges 0.40%/yr vs 0.29%/yr for DHS.L.
Performance
IDUP.L vs. DHS.L - Performance Comparison
Loading charts...
Different Trading Currencies
IDUP.L is traded in USD, while DHS.L is traded in GBp. To make them comparable, the DHS.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IDUP.L achieves a 19.54% return, which is significantly higher than DHS.L's 14.81% return. Over the past 10 years, IDUP.L has underperformed DHS.L with an annualized return of 4.41%, while DHS.L has yielded a comparatively higher 8.69% annualized return.
IDUP.L
- 1D
- 0.88%
- 1M
- 4.01%
- 6M
- 15.63%
- YTD
- 19.54%
- 1Y
- 21.72%
- 3Y*
- 11.00%
- 5Y*
- 3.85%
- 10Y*
- 4.41%
DHS.L
- 1D
- 0.50%
- 1M
- 6.00%
- 6M
- 11.24%
- YTD
- 14.81%
- 1Y
- 24.68%
- 3Y*
- 16.27%
- 5Y*
- 11.40%
- 10Y*
- 8.69%
IDUP.L vs. DHS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 19.54% | 2.23% | 4.73% | 13.04% | -24.29% | 41.77% | -10.91% | 21.39% | -4.82% | 4.35% |
DHS.L WisdomTree US High Dividend UCITS ETF USD (Dist) | 14.81% | 12.68% | 15.37% | -0.77% | 7.10% | 24.48% | -6.64% | 21.52% | -8.36% | 10.96% |
Correlation
The correlation between IDUP.L and DHS.L is 0.61, 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 | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.60 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2014 | 0.60 |
The correlation between IDUP.L and DHS.L has been stable across timeframes, ranging from 0.60 to 0.64 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IDUP.L vs. DHS.L — Risk / Return Rank
IDUP.L
DHS.L
IDUP.L vs. DHS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares US Property Yield UCITS ETF USD (Dist) (IDUP.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.
| IDUP.L | DHS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.97 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.39 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.92 | 3.03 | -0.11 |
| Martin ratioReturn relative to average drawdown | 8.01 | 9.77 | -1.76 |
Loading charts...
Drawdowns
IDUP.L vs. DHS.L - Drawdown Comparison
The maximum IDUP.L drawdown since its inception was -75.24%, which is greater than DHS.L's maximum drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for IDUP.L and DHS.L.
Loading charts...
Drawdown Indicators
| IDUP.L | DHS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.24% | -41.19% | -34.05% |
Max Drawdown (1Y)Largest decline over 1 year | -7.41% | -8.11% | +0.70% |
Max Drawdown (3Y)Largest decline over 3 years | -20.33% | -15.88% | -4.45% |
Max Drawdown (5Y)Largest decline over 5 years | -33.70% | -17.05% | -16.65% |
Max Drawdown (10Y)Largest decline over 10 years | -45.62% | -36.89% | -8.73% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -15.31% | -14.20% | -1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.70% | 2.52% | +0.18% |
Volatility
IDUP.L vs. DHS.L - Volatility Comparison
iShares US Property Yield UCITS ETF USD (Dist) (IDUP.L) has a higher volatility of 4.33% compared to WisdomTree US High Dividend UCITS ETF USD (Dist) (DHS.L) at 2.39%. This indicates that IDUP.L's price experiences larger fluctuations and is considered to be riskier than DHS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IDUP.L | DHS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.33% | 2.39% | +1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 9.99% | 8.09% | +1.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.15% | 10.70% | +2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.39% | 14.63% | +3.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.36% | 15.36% | +5.00% |
IDUP.L vs. DHS.L - Expense Ratio Comparison
IDUP.L has a 0.40% expense ratio, which is higher than DHS.L's 0.29% expense ratio.
Dividends
IDUP.L vs. DHS.L - Dividend Comparison
IDUP.L's dividend yield for the trailing twelve months is around 2.81%, more 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% |
IDUP.L iShares US Property Yield UCITS ETF USD (Dist) | 2.81% | 3.20% | 3.09% | 3.13% | 3.84% | 2.13% | 3.22% | 3.10% | 4.60% | 3.17% | 3.55% | 2.98% |
Frequently Asked Questions
IDUP.L and DHS.L have a correlation of 0.61, 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 0.40% for IDUP.L.
IDUP.L is categorized as REIT, while DHS.L is Dividend. IDUP.L tracks FTSE EPRA Nareit US Dividend+ Net of Tax Index (USD), while DHS.L tracks WisdomTree US High Dividend UCITS Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.40% for IDUP.L and 0.29% for DHS.L.
Find the right allocation for IDUP.L and DHS.L
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer