PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
WDIG vs. DHS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

WDIG vs. DHS

Last updated Jul 17, 2026
Documentation

WDIG (WisdomTree Efficient Rare Earth Plus Strategic Metals Fund) and DHS (WisdomTree US High Dividend Fund) are both exchange-traded funds - WDIG is a Rare Earth & Strategic Metals fund actively managed by WisdomTree, while DHS is a Large Cap Value Equities fund tracking the WisdomTree U.S. High Dividend Index. WDIG is actively managed, while DHS is passively managed. At a correlation of -0.08, they often move in opposite directions. WDIG charges 0.55%/yr vs 0.38%/yr for DHS.

Performance

WDIG vs. DHS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) and WisdomTree US High Dividend Fund (DHS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

WDIG

1D
-4.18%
1M
-20.52%
6M
—
YTD
—
1Y
—
3Y*
—
5Y*
—
10Y*
—

DHS

1D
2.06%
1M
3.39%
6M
12.17%
YTD
16.74%
1Y
23.96%
3Y*
17.92%
5Y*
12.50%
10Y*
9.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WDIG vs. DHS - Yearly Performance Comparison

2026 (YTD)
WDIG
WisdomTree Efficient Rare Earth Plus Strategic Metals Fund		-28.49%
DHS
WisdomTree US High Dividend Fund		5.67%

Correlation

The correlation between WDIG and DHS is -0.08, 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 (All Time)
Calculated using the full available price history since May 7, 2026

-0.08

WDIG vs. DHS - Sectors Allocation Comparison

Sectors
WDIG
DHS

Basic Materials

76.8%
1.2%

Industrials

7.5%
4.2%

Energy

2.4%
8.8%

Communication Services

0.9%
9.0%

Technology

0.6%
4.1%

Consumer Cyclical

-

5.6%

Consumer Defensive

-

18.5%

Financial Services

-

22.1%

Healthcare

-

14.9%

Real Estate

-

2.9%

Utilities

-

8.7%

Basic Materials

WDIG
76.8%
DHS
1.2%

Industrials

WDIG
7.5%
DHS
4.2%

Energy

WDIG
2.4%
DHS
8.8%

Communication Services

WDIG
0.9%
DHS
9.0%

Technology

WDIG
0.6%
DHS
4.1%

Consumer Cyclical

WDIG

-

DHS
5.6%

Consumer Defensive

WDIG

-

DHS
18.5%

Financial Services

WDIG

-

DHS
22.1%

Healthcare

WDIG

-

DHS
14.9%

Real Estate

WDIG

-

DHS
2.9%

Utilities

WDIG

-

DHS
8.7%

Compare stocks, funds, or ETFs

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

WisdomTree Efficient Rare Earth Plus Strategic Metals Fund

WisdomTree US High Dividend Fund

Often compared with WDIG:
WDIG vs. ISTMWDIG vs. EVMTWDIG vs. DBBWDIG vs. CPERWDIG vs. BWETWDIG vs. DGRWWDIG vs. DXJ
Often compared with DHS:
DHS vs. SCHDDHS vs. SPHDDHS vs. DGRODHS vs. JEPIDHS vs. FDVVDHS vs. DTDDHS vs. SPY

Return for Risk

WDIG vs. DHS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
WDIG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

DHS
DHS Risk / Return Rank: 8787
Overall Rank
DHS Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 9191
Sortino Ratio Rank
DHS Omega Ratio Rank: 8585
Omega Ratio Rank
DHS Calmar Ratio Rank: 8686
Calmar Ratio Rank
DHS Martin Ratio Rank: 8686
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.

WDIG vs. DHS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Rare Earth Plus Strategic Metals Fund (WDIG) 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.

WDIGDHSDifference
Sharpe ratioReturn per unit of total volatility

—

2.34

—

Sortino ratioReturn per unit of downside risk

—

3.51

—

Omega ratioGain probability vs. loss probability

—

1.41

—

Calmar ratioReturn relative to maximum drawdown

—

3.82

—

Martin ratioReturn relative to average drawdown

—

13.87

—

WDIG vs. DHS - Sharpe Ratio Comparison

Loading charts...

Drawdowns

WDIG vs. DHS - Drawdown Comparison

The maximum WDIG drawdown since its inception was -30.12%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for WDIG and DHS.

Loading charts...

Drawdown Indicators

WDIGDHSDifference

Max Drawdown

Largest peak-to-trough decline

-30.12%

-67.25%

+37.13%

Max Drawdown (1Y)

Largest decline over 1 year

—

-6.30%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-11.87%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-15.28%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-37.35%

—

Current Drawdown

Current decline from peak

-30.12%

0.00%

-30.12%

Average Drawdown

Average peak-to-trough decline

-15.34%

-9.50%

-5.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

1.73%

—

Volatility

WDIG vs. DHS - Volatility Comparison

Loading charts...

Volatility by Period

WDIGDHSDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

3.68%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

7.86%

—

Volatility (1Y)

Calculated over the trailing 1-year period

55.79%

10.31%

+45.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.79%

13.90%

+41.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

55.79%

16.08%

+39.71%

WDIG vs. DHS - Expense Ratio Comparison

WDIG has a 0.55% expense ratio, which is higher than DHS's 0.38% expense ratio.

Dividends

WDIG vs. DHS - Dividend Comparison

WDIG has not paid dividends to shareholders, while DHS's dividend yield for the trailing twelve months is around 3.09%.

PositionTTM20252024202320222021202020192018201720162015
DHS
WisdomTree US High Dividend Fund		3.09%3.32%3.66%4.31%3.42%3.29%4.14%3.69%3.76%3.00%3.25%3.53%
WDIG
WisdomTree Efficient Rare Earth Plus Strategic Metals Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

WDIG and DHS have a correlation of -0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DHS is cheaper at 0.38% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DHS is cheaper with a 0.38% expense ratio, compared with 0.55% for WDIG.

DHS has the higher dividend yield at 3.09%, compared with 0.00% for WDIG.

WDIG is categorized as Rare Earth & Strategic Metals, while DHS is Large Cap Value Equities. Their fees differ too: 0.55% for WDIG and 0.38% for DHS.

Portfolio Optimizer

Find the right allocation for WDIG and DHS

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