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IWF vs. DHS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

IWF vs. DHS

Last updated Jun 12, 2026

IWF (iShares Russell 1000 Growth ETF) and DHS (WisdomTree US High Dividend Fund) are both exchange-traded funds - IWF is a Large Cap Growth Equities fund tracking the Russell 1000 Growth Index, while DHS is a Large Cap Value Equities fund tracking the WisdomTree U.S. High Dividend Index. Both are passively managed. Over the past 10 years, IWF returned 18.15%/yr vs 9.75%/yr for DHS. A 0.66 correlation means they provide meaningful diversification when combined. IWF charges 0.18%/yr vs 0.38%/yr for DHS.

Performance

IWF vs. DHS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Russell 1000 Growth ETF (IWF) and WisdomTree US High Dividend Fund (DHS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IWF achieves a 2.83% return, which is significantly lower than DHS's 12.81% return. Over the past 10 years, IWF has outperformed DHS with an annualized return of 18.15%, while DHS has yielded a comparatively lower 9.75% annualized return.

IWF

1D
1.57%
1M
-1.44%
YTD
2.83%
6M
1.71%
1Y
19.30%
3Y*
22.57%
5Y*
13.90%
10Y*
18.15%

DHS

1D
0.56%
1M
2.48%
YTD
12.81%
6M
12.76%
1Y
22.47%
3Y*
16.75%
5Y*
11.12%
10Y*
9.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IWF vs. DHS - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
IWF
iShares Russell 1000 Growth ETF		2.83%18.33%33.12%42.59%-29.31%27.43%38.25%35.86%-1.67%29.95%
DHS
WisdomTree US High Dividend Fund		12.81%12.87%18.02%-0.19%7.97%23.20%-5.70%22.59%-7.41%11.69%

Correlation

The correlation between IWF and DHS is 0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

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

0.07

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

0.21

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

0.37

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

0.48

Correlation (All Time)
Calculated using the full available price history since Jun 16, 2006

0.66

Over the past year, the correlation between IWF and DHS has dropped to 0.07 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.

IWF vs. DHS - Sectors Allocation Comparison

Sectors
IWF
DHS

Technology

53.2%
3.7%

Consumer Cyclical

12.7%
5.0%

Communication Services

12.3%
9.3%

Healthcare

7.0%
14.5%

Industrials

5.0%
4.1%

Financial Services

4.9%
22.3%

Consumer Defensive

2.5%
18.7%

Utilities

1.1%
9.0%

Real Estate

0.4%
2.8%

Energy

0.4%
9.4%

Basic Materials

0.3%
1.2%

Technology

IWF
53.2%
DHS
3.7%

Consumer Cyclical

IWF
12.7%
DHS
5.0%

Communication Services

IWF
12.3%
DHS
9.3%

Healthcare

IWF
7.0%
DHS
14.5%

Industrials

IWF
5.0%
DHS
4.1%

Financial Services

IWF
4.9%
DHS
22.3%

Consumer Defensive

IWF
2.5%
DHS
18.7%

Utilities

IWF
1.1%
DHS
9.0%

Real Estate

IWF
0.4%
DHS
2.8%

Energy

IWF
0.4%
DHS
9.4%

Basic Materials

IWF
0.3%
DHS
1.2%

Compare stocks, funds, or ETFs

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

iShares Russell 1000 Growth ETF

WisdomTree US High Dividend Fund

Often compared with IWF:
IWF vs. IWDIWF vs. VUGIWF vs. SPYIWF vs. VOOIWF vs. IWMIWF vs. VONGIWF vs. IWY
Often compared with DHS:
DHS vs. SCHDDHS vs. SPHDDHS vs. DGRODHS vs. JEPIDHS vs. FDVVDHS vs. DTDDHS vs. SPY

Return for Risk

IWF vs. DHS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
IWF
IWF Risk / Return Rank: 3636
Overall Rank
IWF Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
IWF Sortino Ratio Rank: 3939
Sortino Ratio Rank
IWF Omega Ratio Rank: 3939
Omega Ratio Rank
IWF Calmar Ratio Rank: 2929
Calmar Ratio Rank
IWF Martin Ratio Rank: 3232
Martin Ratio Rank
DHS
DHS Risk / Return Rank: 8282
Overall Rank
DHS Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 8888
Sortino Ratio Rank
DHS Omega Ratio Rank: 7979
Omega Ratio Rank
DHS Calmar Ratio Rank: 8181
Calmar Ratio Rank
DHS Martin Ratio Rank: 8181
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.

IWF vs. DHS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Growth ETF (IWF) 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.

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.

IWFDHSDifference
Sharpe ratioReturn per unit of total volatility
1.21
2.25

-1.04

Sortino ratioReturn per unit of downside risk
1.70
3.37

-1.67

Omega ratioGain probability vs. loss probability

1.22

1.39

-0.17

Calmar ratioReturn relative to maximum drawdown

1.19

3.58

-2.39

Martin ratioReturn relative to average drawdown

3.93

13.09

-9.16

IWF vs. DHS - Sharpe Ratio Comparison

The current IWF Sharpe Ratio is 1.21, which is lower than the DHS Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of IWF and DHS, 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

IWF vs. DHS - Drawdown Comparison

The maximum IWF drawdown since its inception was -64.25%, roughly equal to the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for IWF and DHS.

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Drawdown Indicators

IWFDHSDifference

Max Drawdown

Largest peak-to-trough decline

-64.25%

-67.25%

+3.00%

Max Drawdown (1Y)

Largest decline over 1 year

-16.27%

-6.30%

-9.97%

Max Drawdown (3Y)

Largest decline over 3 years

-23.36%

-11.87%

-11.49%

Max Drawdown (5Y)

Largest decline over 5 years

-32.72%

-15.28%

-17.44%

Max Drawdown (10Y)

Largest decline over 10 years

-32.72%

-37.35%

+4.63%

Current Drawdown

Current decline from peak

-5.59%

-0.00%

-5.59%

Average Drawdown

Average peak-to-trough decline

-22.06%

-9.54%

-12.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.92%

1.72%

+3.20%

Volatility

IWF vs. DHS - Volatility Comparison

iShares Russell 1000 Growth ETF (IWF) has a higher volatility of 5.43% compared to WisdomTree US High Dividend Fund (DHS) at 3.07%. This indicates that IWF's price experiences larger fluctuations and is considered to be riskier than DHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

IWFDHSDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.43%

3.07%

+2.36%

Volatility (6M)

Calculated over the trailing 6-month period

12.40%

7.35%

+5.05%

Volatility (1Y)

Calculated over the trailing 1-year period

15.96%

10.02%

+5.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.47%

13.90%

+7.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.01%

16.08%

+4.93%

IWF vs. DHS - Expense Ratio Comparison

IWF has a 0.18% expense ratio, which is lower than DHS's 0.38% expense ratio.

Dividends

IWF vs. DHS - Dividend Comparison

IWF's dividend yield for the trailing twelve months is around 0.35%, less than DHS's 3.27% yield.

PositionTTM20252024202320222021202020192018201720162015
DHS
WisdomTree US High Dividend Fund		3.27%3.32%3.66%4.31%3.42%3.29%4.14%3.69%3.76%3.00%3.25%3.53%
IWF
iShares Russell 1000 Growth ETF		0.35%0.36%0.46%0.67%0.91%0.49%0.66%0.99%1.27%1.10%1.43%1.37%

Frequently Asked Questions

IWF and DHS have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IWF has higher volatility (5.43%) compared to DHS (3.07%). In terms of maximum drawdown, IWF dropped -64.25% vs DHS's -67.25%.

On 10-year performance, IWF leads with 18.15% vs 9.75% for DHS. On fees, IWF is cheaper at 0.18% per year. On volatility, DHS has been the lower-risk option at 3.07%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, IWF has performed better with a 18.15% return vs 9.75%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IWF is cheaper with a 0.18% expense ratio, compared with 0.38% for DHS.

DHS has the higher dividend yield at 3.27%, compared with 0.35% for IWF.

IWF is categorized as Large Cap Growth Equities, while DHS is Large Cap Value Equities. IWF tracks Russell 1000 Growth Index, while DHS tracks WisdomTree U.S. High Dividend Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.18% for IWF and 0.38% for DHS.

DHS currently has the higher Sharpe Ratio (2.25 vs 1.21), 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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