WTBN vs. DHS
WTBN (WisdomTree Bianco Total Return Fund) and DHS (WisdomTree US High Dividend Fund) are both exchange-traded funds - WTBN is a Intermediate Core Bond fund tracking the Bianco Research Fixed Income Total Return 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 year, WTBN returned 4.29% vs 20.55% for DHS. At a 0.20 correlation, their price movements are largely independent. WTBN charges 0.59%/yr vs 0.38%/yr for DHS.
Performance
WTBN vs. DHS - Performance Comparison
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Returns By Period
In the year-to-date period, WTBN achieves a -0.10% return, which is significantly lower than DHS's 9.88% return.
WTBN
- 1D
- -0.24%
- 1M
- 0.26%
- YTD
- -0.10%
- 6M
- -0.24%
- 1Y
- 4.29%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DHS
- 1D
- -0.67%
- 1M
- -0.16%
- YTD
- 9.88%
- 6M
- 10.38%
- 1Y
- 20.55%
- 3Y*
- 16.39%
- 5Y*
- 10.59%
- 10Y*
- 9.47%
WTBN vs. DHS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WTBN WisdomTree Bianco Total Return Fund | -0.10% | 6.90% | 2.26% | 0.03% |
DHS WisdomTree US High Dividend Fund | 9.88% | 12.87% | 18.02% | 1.44% |
Correlation
The correlation between WTBN and DHS is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Dec 21, 2023 | 0.20 |
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Return for Risk
WTBN vs. DHS — Risk / Return Rank
WTBN
DHS
WTBN vs. DHS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Bianco Total Return Fund (WTBN) 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.
| WTBN | DHS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.89 | ||
| Sortino ratioReturn per unit of downside risk | -1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.35 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.51 | 3.28 | -1.77 |
| Martin ratioReturn relative to average drawdown | 4.71 | 12.04 | -7.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTBN | DHS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 2.06 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.77 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.41 | +0.41 |
Drawdowns
WTBN vs. DHS - Drawdown Comparison
The maximum WTBN drawdown since its inception was -4.08%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for WTBN and DHS.
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Drawdown Indicators
| WTBN | DHS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.08% | -67.25% | +63.17% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -6.30% | +3.44% |
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 DrawdownCurrent decline from peak | -1.59% | -2.60% | +1.01% |
Average DrawdownAverage peak-to-trough decline | -1.14% | -9.55% | +8.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 1.71% | -0.80% |
Volatility
WTBN vs. DHS - Volatility Comparison
The current volatility for WisdomTree Bianco Total Return Fund (WTBN) is 1.37%, while WisdomTree US High Dividend Fund (DHS) has a volatility of 2.88%. This indicates that WTBN experiences smaller price fluctuations and is considered to be less risky 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
| WTBN | DHS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 2.88% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 7.32% | -4.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.66% | 10.01% | -6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.53% | 13.89% | -9.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.53% | 16.08% | -11.55% |
WTBN vs. DHS - Expense Ratio Comparison
WTBN has a 0.59% expense ratio, which is higher than DHS's 0.38% expense ratio.
Dividends
WTBN vs. DHS - Dividend Comparison
WTBN's dividend yield for the trailing twelve months is around 3.98%, more than DHS's 3.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 3.35% | 3.32% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% |
WTBN WisdomTree Bianco Total Return Fund | 3.98% | 4.13% | 3.47% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WTBN and DHS have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DHS has higher volatility (2.88%) compared to WTBN (1.37%). In terms of maximum drawdown, WTBN dropped -4.08% vs DHS's -67.25%.
On 1-year performance, DHS leads with 20.55% vs 4.29% for WTBN. On fees, DHS is cheaper at 0.38% per year. On volatility, WTBN has been the lower-risk option at 1.37%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, DHS has performed better with a 20.55% return vs 4.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DHS is cheaper with a 0.38% expense ratio, compared with 0.59% for WTBN.
WTBN has the higher dividend yield at 3.98%, compared with 3.35% for DHS.
WTBN is categorized as Intermediate Core Bond, while DHS is Large Cap Value Equities. WTBN tracks Bianco Research Fixed Income Total Return Index, while DHS tracks WisdomTree U.S. High Dividend Index. Their fees differ too: 0.59% for WTBN and 0.38% for DHS.
DHS currently has the higher Sharpe Ratio (2.06 vs 1.18), 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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