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XRLV vs. DHS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

XRLV vs. DHS

Last updated Jun 4, 2026

XRLV (Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF) and DHS (WisdomTree US High Dividend Fund) are both exchange-traded funds - XRLV is a S&P 500 fund tracking the S&P 500 Low Volatility Rate Response Index, while DHS is a Large Cap Value Equities fund tracking the WisdomTree U.S. High Dividend Index. Both are passively managed. A 0.79 correlation means they provide meaningful diversification when combined. XRLV charges 0.25%/yr vs 0.38%/yr for DHS.

Performance

XRLV vs. DHS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) 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

XRLV

1D
—
1M
—
YTD
—
6M
—
1Y
—
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

XRLV vs. DHS - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
XRLV
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF		6.34%4.11%14.11%0.06%-4.77%27.39%2.56%29.80%-3.28%23.51%
DHS
WisdomTree US High Dividend Fund		9.88%12.87%18.02%-0.19%7.97%23.20%-5.70%22.59%-7.41%11.69%

Correlation

The correlation between XRLV and DHS is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

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

0.61

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

0.72

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

0.76

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

0.77

Correlation (All Time)
Calculated using the full available price history since Apr 10, 2015

0.79

The correlation between XRLV and DHS shifts across timeframes, from 0.61 (1 year) to 0.79 (all time), reflecting how their relationship changes across market environments.

XRLV vs. DHS - Sectors Allocation Comparison

Sectors
XRLV
DHS

Utilities

21.5%
9.0%

Financial Services

16.3%
22.3%

Consumer Defensive

15.3%
18.7%

Real Estate

11.6%
2.8%

Healthcare

8.4%
14.5%

Industrials

7.2%
4.1%

Consumer Cyclical

7.1%
5.0%

Technology

5.6%
3.7%

Basic Materials

3.1%
1.2%

Communication Services

2.8%
9.3%

Energy

1.1%
9.4%

Utilities

XRLV
21.5%
DHS
9.0%

Financial Services

XRLV
16.3%
DHS
22.3%

Consumer Defensive

XRLV
15.3%
DHS
18.7%

Real Estate

XRLV
11.6%
DHS
2.8%

Healthcare

XRLV
8.4%
DHS
14.5%

Industrials

XRLV
7.2%
DHS
4.1%

Consumer Cyclical

XRLV
7.1%
DHS
5.0%

Technology

XRLV
5.6%
DHS
3.7%

Basic Materials

XRLV
3.1%
DHS
1.2%

Communication Services

XRLV
2.8%
DHS
9.3%

Energy

XRLV
1.1%
DHS
9.4%

Compare stocks, funds, or ETFs

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Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF

WisdomTree US High Dividend Fund

Often compared with XRLV:
XRLV vs. QLVXRLV vs. BRK-BXRLV vs. SPLVXRLV vs. SPHDXRLV vs. FDISXRLV vs. SPYXRLV vs. SPYG
Often compared with DHS:
DHS vs. SCHDDHS vs. SPHDDHS vs. DGRODHS vs. JEPIDHS vs. FDVVDHS vs. DTDDHS vs. SPY

Return for Risk

XRLV vs. DHS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
XRLV
DHS
DHS Risk / Return Rank: 6262
Overall Rank
DHS Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 6666
Sortino Ratio Rank
DHS Omega Ratio Rank: 5757
Omega Ratio Rank
DHS Calmar Ratio Rank: 6565
Calmar Ratio Rank
DHS Martin Ratio Rank: 6565
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.

XRLV vs. DHS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) 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.

XRLV vs. DHS - Sharpe Ratio Comparison

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Sharpe Ratios by Period

XRLVDHSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

2.06

—

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

—

0.41

—

Drawdowns

XRLV vs. DHS - Drawdown Comparison

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Drawdown Indicators

XRLVDHSDifference

Max Drawdown

Largest peak-to-trough decline

—

-67.25%

—

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

—

-2.60%

—

Average Drawdown

Average peak-to-trough decline

—

-9.55%

—

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

1.71%

—

Volatility

XRLV vs. DHS - Volatility Comparison

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Volatility by Period

XRLVDHSDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

2.88%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

7.32%

—

Volatility (1Y)

Calculated over the trailing 1-year period

—

10.01%

—

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

—

13.89%

—

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

—

16.08%

—

XRLV vs. DHS - Expense Ratio Comparison

XRLV has a 0.25% expense ratio, which is lower than DHS's 0.38% expense ratio.

Dividends

XRLV vs. DHS - Dividend Comparison

XRLV's dividend yield for the trailing twelve months is around 1.53%, less than DHS's 3.35% yield.

PositionTTM20252024202320222021202020192018201720162015
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%
XRLV
Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF		1.53%2.15%1.94%2.57%1.96%1.26%1.65%1.66%1.76%1.39%1.71%1.07%

Frequently Asked Questions

XRLV and DHS have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, XRLV is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

XRLV is cheaper with a 0.25% expense ratio, compared with 0.38% for DHS.

DHS has the higher dividend yield at 3.35%, compared with 1.53% for XRLV.

XRLV is categorized as S&P 500, while DHS is Large Cap Value Equities. XRLV tracks S&P 500 Low Volatility Rate Response Index, while DHS tracks WisdomTree U.S. High Dividend Index. They also come from different issuers: Invesco and WisdomTree. Their fees differ too: 0.25% for XRLV and 0.38% for DHS.

Portfolio Optimizer

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