Find A Portfolio/Ticker
Comparison Box
DHS: WisdomTree U.S. High Dividend Fund (ETF)
Basic Info 97.95 0.08(0.08%) July 09
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 06/25/2025 |
| 12-Mo. Yield | 4.02% |
| Expenses | 0.38% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/16/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 6.6 | 20.6 | 10.4 | 13.8 | 8.8 | 11.1 | 7.4 | 18.0 | -0.2 | 8.0 | 23.2 | -5.7 | 22.6 | -7.8 | 10.5 | 17.8 | -1.0 | 15.2 | 24.5 | 11.1 | 14.3 | 17.6 | 17.1 | -38.9 | -4.5 | 16.8 |
| Sharpe Ratio | NA | 0.66 | 1.18 | 0.45 | 0.8 | 0.45 | NA | 0.32 | 1.18 | -0.27 | 0.38 | 1.97 | -0.17 | 2.07 | -0.68 | 1.65 | 1.46 | -0.07 | 1.64 | 2.4 | 1.17 | 0.81 | 1.19 | 0.46 | -0.8 | -0.47 | 3.75 |
| Draw Down(%) | NA | 11.8 | 11.9 | 14.6 | 15.3 | 37.3 | NA | 67.2 | 7.9 | 14.6 | 15.3 | 4.7 | 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 |
| Standard Deviation(%) | NA | 17.0 | 14.9 | 14.7 | 14.7 | 16.6 | NA | 20.2 | 12.2 | 14.3 | 17.4 | 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 |
| Treynor Ratio | NA | 0.14 | 0.21 | 0.07 | 0.13 | 0.08 | NA | 0.07 | 0.14 | -0.03 | 0.08 | 0.27 | -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 | 0.01 | 0.03 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.04 | 0.04 | 0.0 | -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 | 0.81 | 0.85 | 0.95 | 0.92 | 0.9 | NA | 0.95 | 1.03 | 1.13 | 0.87 | 0.86 | 0.93 | 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 |
| RSquared | NA | 0.83 | 0.81 | 0.85 | 0.86 | 0.88 | NA | 0.88 | 0.78 | 0.88 | 0.89 | 0.87 | 0.92 | 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 |
| Yield(%) | N/A | 1.6 | 4.0 | 4.2 | 5.2 | 4.6 | 7.0 | N/A | 4.1 | 4.1 | 3.5 | 4.0 | 3.7 | 4.3 | 3.0 | 3.2 | 3.7 | 3.1 | 3.3 | 3.8 | 4.3 | 3.6 | 4.6 | 3.8 | 4.1 | 3.6 | 1.4 |
| Dividend Growth(%) | N/A | -55.0 | -1.1 | 21.8 | 40.6 | N/A | N/A | N/A | -3.6 | 20.5 | 8.4 | -5.6 | 1.4 | 30.8 | 1.0 | -1.9 | 16.1 | 5.1 | 1.8 | -4.2 | 29.7 | -11.3 | 35.4 | -45.3 | 3.7 | 196.0 | N/A |
*: 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 FUND INVESTOR CLASS) 0.04% (100%)
- TWEIX (EQUITY INCOME FUND INVESTOR CLASS) 0.11% (100%)
- VEIPX (VANGUARD EQUITY INCOME FUND INVESTOR SHARES) 0.16% (99%)
- MAVFX (MATRIX ADVISORS VALUE FUND INC. MATRIX ADVISORS VALUE FUND INC.) (99%)
- VWNFX (Vanguard Windsor II Fund) 0.28% (99%)
- SSHFX (SOUND SHORE FUND INC. INVESTOR CLASS) 0.98% (99%)
- DTLVX (LARGE COMPANY VALUE PORTFOLIO INVESTMENT CLASS) 0.09% (98%)
- FEQIX (FIDELITY EQUITY-INCOME FUND FIDELITY EQUITY-INCOME FUND) 0.29% (98%)
- FSTKX (FEDERATED MDT LARGE CAP VALUE FUND SERVICE SHARES) 0.32% (98%)
- TRVLX (T. ROWE PRICE VALUE FUND INC. T. ROWE PRICE VALUE FUND INC.) 0.10% (98%)
Best ETFs
- PWV (Invesco Large Cap Value ETF) 0.19% (100%)
- VTV (Vanguard Value ETF) 0.08% (100%)
- PFM (Invesco Dividend Achievers ETF) 0.35% (99%)
- IVE (iShares S&P 500 Value ETF) 0.26% (99%)
- DIA (SPDR Dow Jones Industrial Average ETF Trust) 0.48% (98%)
- IWD (iShares Russell 1000 Value ETF) 0.28% (98%)
- DTD (WisdomTree U.S. Total Dividend Fund) 0.17% (95%)
- DHS (WisdomTree U.S. High Dividend Fund) 0.08% (95%)
- CVY (Invesco Zacks Multi-Asset Income ETF) 0.34% (95%)
- DLN (WisdomTree U.S. LargeCap Dividend Fund) 0.23% (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income Closed Fund) 0.42% (96%)
- BDJ (BlackRock Enhanced Equity Dividend Trust) 0.56% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Income Closed Fund) 0.37% (96%)
- GDV (Gabelli Dividend & Income Closed Fund) 0.42% (96%)
- NFJ (Virtus Dividend Interest & Premium Strategy Fund) 0.48% (96%)
- TY (Tri Continental Closed Fund) 0.44% (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 >>
