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WTIP vs. DHS
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WTIP vs. DHS - Performance Comparison

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

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WTIP vs. DHS - Yearly Performance Comparison


2026 (YTD)2025
WTIP
WisdomTree Inflation Plus Fund
12.54%14.00%
DHS
WisdomTree US High Dividend Fund
7.41%9.49%

Returns By Period

In the year-to-date period, WTIP achieves a 12.54% return, which is significantly higher than DHS's 7.41% return.


WTIP

1D
0.44%
1M
5.96%
YTD
12.54%
6M
20.94%
1Y
3Y*
5Y*
10Y*

DHS

1D
-0.54%
1M
-3.36%
YTD
7.41%
6M
9.18%
1Y
14.53%
3Y*
13.92%
5Y*
11.30%
10Y*
9.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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WTIP vs. DHS - Expense Ratio Comparison

WTIP has a 0.65% expense ratio, which is higher than DHS's 0.38% expense ratio.


Return for Risk

WTIP vs. DHS — Risk / Return Rank

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

WTIP

DHS
DHS Risk / Return Rank: 5353
Overall Rank
DHS Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 5757
Sortino Ratio Rank
DHS Omega Ratio Rank: 5656
Omega Ratio Rank
DHS Calmar Ratio Rank: 4545
Calmar Ratio Rank
DHS Martin Ratio Rank: 4848
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.

WTIP vs. DHS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) 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.


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

WTIP vs. DHS - Sharpe Ratio Comparison


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Sharpe Ratios by Period


WTIPDHSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

2.53

0.40

+2.13

Correlation

The correlation between WTIP and DHS is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

WTIP vs. DHS - Dividend Comparison

WTIP's dividend yield for the trailing twelve months is around 1.46%, less than DHS's 3.24% yield.


TTM20252024202320222021202020192018201720162015
WTIP
WisdomTree Inflation Plus Fund
1.46%1.59%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DHS
WisdomTree US High Dividend Fund
3.24%3.32%3.66%4.31%3.42%3.29%4.14%3.69%3.76%3.00%3.25%3.53%

Drawdowns

WTIP vs. DHS - Drawdown Comparison

The maximum WTIP drawdown since its inception was -7.45%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for WTIP and DHS.


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Drawdown Indicators


WTIPDHSDifference

Max Drawdown

Largest peak-to-trough decline

-7.45%

-67.25%

+59.80%

Max Drawdown (1Y)

Largest decline over 1 year

-10.84%

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

-1.72%

-3.76%

+2.04%

Average Drawdown

Average peak-to-trough decline

-1.32%

-9.62%

+8.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.82%

Volatility

WTIP vs. DHS - Volatility Comparison


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Volatility by Period


WTIPDHSDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.08%

Volatility (6M)

Calculated over the trailing 6-month period

7.14%

Volatility (1Y)

Calculated over the trailing 1-year period

14.97%

13.31%

+1.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.97%

13.87%

+1.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.97%

16.06%

-1.09%