VUSA.MI vs. DHS
Compare and contrast key facts about Vanguard S&P 500 UCITS ETF (VUSA.MI) and WisdomTree US High Dividend Fund (DHS).
VUSA.MI and DHS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VUSA.MI is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019. 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 VUSA.MI 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: VUSA.MI or DHS.
Correlation
The correlation between VUSA.MI and DHS is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VUSA.MI vs. DHS - Performance Comparison
Key characteristics
VUSA.MI:
0.02
DHS:
0.97
VUSA.MI:
0.14
DHS:
1.36
VUSA.MI:
1.02
DHS:
1.19
VUSA.MI:
0.01
DHS:
1.19
VUSA.MI:
0.05
DHS:
4.16
VUSA.MI:
5.68%
DHS:
3.41%
VUSA.MI:
18.05%
DHS:
14.66%
VUSA.MI:
-33.68%
DHS:
-67.25%
VUSA.MI:
-20.96%
DHS:
-9.10%
Returns By Period
In the year-to-date period, VUSA.MI achieves a -18.06% return, which is significantly lower than DHS's -2.51% return.
VUSA.MI
-18.06%
-10.94%
-13.24%
0.30%
13.79%
N/A
DHS
-2.51%
-7.16%
-3.13%
12.06%
13.10%
7.72%
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VUSA.MI vs. DHS - Expense Ratio Comparison
VUSA.MI has a 0.07% expense ratio, which is lower than DHS's 0.38% expense ratio.
Risk-Adjusted Performance
VUSA.MI vs. DHS — Risk-Adjusted Performance Rank
VUSA.MI
DHS
VUSA.MI vs. DHS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P 500 UCITS ETF (VUSA.MI) 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
VUSA.MI vs. DHS - Dividend Comparison
VUSA.MI's dividend yield for the trailing twelve months is around 1.23%, less than DHS's 3.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSA.MI Vanguard S&P 500 UCITS ETF | 1.23% | 0.99% | 1.26% | 1.45% | 1.02% | 1.43% | 1.46% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DHS WisdomTree US High Dividend Fund | 3.78% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% | 2.91% |
Drawdowns
VUSA.MI vs. DHS - Drawdown Comparison
The maximum VUSA.MI drawdown since its inception was -33.68%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for VUSA.MI and DHS. For additional features, visit the drawdowns tool.
Volatility
VUSA.MI vs. DHS - Volatility Comparison
Vanguard S&P 500 UCITS ETF (VUSA.MI) has a higher volatility of 12.92% compared to WisdomTree US High Dividend Fund (DHS) at 8.95%. This indicates that VUSA.MI'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.