Find A Portfolio/Ticker
Comparison Box
DHS: WisdomTree Equity Income ETF (ETF)
Basic Info 88.14 0.2(0.23%) January 27
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 01/25/2023 |
| 12-Mo. Yield | 3.17% |
| Expenses | 0.38% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/27/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.0 | 2.5 | 12.6 | 10.9 | 8.1 | 10.3 | 8.0 | 7.6 | 11.7 | 24.9 | -5.7 | 22.6 | -7.8 | 10.5 | 17.8 | -1.0 | 15.2 | 24.5 | 11.1 | 14.2 | 17.6 | 17.0 | -38.9 | -4.5 | 16.8 |
| SR | NA | 2.71 | 0.62 | 0.44 | 0.36 | 0.62 | NA | 0.33 | 0.59 | 2.1 | -0.17 | 2.08 | -0.67 | 1.66 | 1.45 | -0.07 | 1.64 | 2.4 | 1.17 | 0.81 | 1.19 | 0.46 | -0.8 | -0.46 | 3.76 |
| DD(%) | NA | 2.5 | 14.0 | 37.3 | 37.3 | 37.3 | NA | 67.2 | 14.0 | 4.5 | 37.3 | 5.6 | 14.9 | 3.8 | 7.3 | 13.1 | 5.2 | 6.2 | 7.8 | 13.3 | 9.7 | 40.8 | 53.1 | 13.9 | 2.3 |
| SD(%) | NA | 14.4 | 17.7 | 23.5 | 19.7 | 15.8 | NA | 20.9 | 17.5 | 11.8 | 34.6 | 10.2 | 13.5 | 6.0 | 12.1 | 14.2 | 9.2 | 10.2 | 9.5 | 17.5 | 14.7 | 36.9 | 49.5 | 16.5 | 8.0 |
| TR | NA | 0.4 | 0.12 | 0.11 | 0.08 | 0.11 | NA | 0.07 | 0.12 | 0.29 | -0.06 | 0.25 | -0.11 | 0.14 | 0.21 | -0.01 | 0.19 | 0.29 | 0.16 | 0.2 | 0.23 | 0.15 | -0.37 | -0.08 | 0.33 |
| Alpha(%) | NA | 0.02 | 0.03 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.04 | 0.01 | -0.03 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.05 | 0.02 | -0.01 | 0.0 | -0.02 | 0.01 |
| Beta(%) | NA | 0.98 | 0.88 | 0.93 | 0.91 | 0.89 | NA | 0.95 | 0.87 | 0.85 | 0.96 | 0.84 | 0.8 | 0.7 | 0.82 | 0.89 | 0.8 | 0.85 | 0.7 | 0.71 | 0.76 | 1.13 | 1.07 | 0.95 | 0.9 |
| RS | NA | 0.93 | 0.89 | 0.95 | 0.94 | 0.92 | NA | 0.89 | 0.88 | 0.86 | 0.98 | 0.89 | 0.87 | 0.67 | 0.82 | 0.93 | 0.89 | 0.86 | 0.86 | 0.94 | 0.89 | 0.93 | 0.88 | 0.94 | 0.84 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- HFCVX (Hennessy Cornerstone Value) 0.46% (100%)
- TWEIX (American Century Equity Income Inv) 0.22% (100%)
- VEIPX (Vanguard Equity-Income Inv) 0.29% (99%)
- MAVFX (Matrix Advisors Value) 0.51% (99%)
- VWNFX (Vanguard Windsor II Investor) 0.23% (99%)
- SSHFX (Sound Shore) 0.03% (99%)
- DTLVX (Wilshire Large Company Value Invmt) 0.05% (98%)
- FEQIX (Fidelity Equity-Income) 0.36% (98%)
- FSTKX (Federated MDT Stock Svc) 0.14% (98%)
- TRVLX (T. Rowe Price Value) 0.23% (98%)
Best ETFs
- PWV (PowerShares Dynamic Large Cap Value ETF) 0.42% (100%)
- VTV (Vanguard Value ETF) 0.29% (100%)
- PFM (PowerShares Dividend Achievers ETF) 0.24% (99%)
- IVE (iShares S&P 500 Value) 0.21% (99%)
- DIA (SPDR Dow Jones Industrial Average ETF) 0.07% (99%)
- IWD (iShares Russell 1000 Value) 0.08% (98%)
- DTD (WisdomTree Total Dividend ETF) 0.27% (96%)
- DHS (WisdomTree Equity Income ETF) 0.23% (95%)
- CVY (Guggenheim Multi-Asset Income ETF) 0.09% (95%)
- DEF (Guggenheim Defensive Equity ETF) 0.29% (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.50% (97%)
- BDJ (BlackRock Enhanced Dividend Achievers) 0.33% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 0.08% (96%)
- GDV (Gabelli Dividend & Income) 0.05% (96%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 0.82% (96%)
- TY (Tri-Continental) 0.15% (96%)
Latest Articles Related to DHS
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
