DHS vs VOO
DHS vs VOO
WisdomTree US High Dividend Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. DHS delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | DHS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.03% | |
| AUM | $1.6B | $979.0B | |
| Dividend Yield | 3.19% | 1.09% | |
| Holdings | 323 | 509 | |
| YTD Return | +17.29% | +13.53% | |
| 1Y Return | +25.44% | +23.65% | |
| 3Y Return (annualized) | +17.05% | +21.27% | |
| 5Y Return (annualized) | +12.48% | +13.52% | |
| Volatility (annualized) | 16.0% | 14.1% | |
| Max Drawdown | -69.7% | -34.3% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | Sep 7, 2010 |
DHS vs VOO Performance
WisdomTree US High Dividend Fund (DHS) is a ETF from WisdomTree Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DHS returned +25.44% while VOO returned +23.65%. Year to date, DHS is up 17.29% versus a gain of 13.53% for VOO.
Over three years, DHS compounded at +17.05% per year against +21.27% for VOO; over five years the annualized figures are +12.48% and +13.52% respectively. Across the full 16-year window we track, VOO has the edge at +13.57% annualized vs +5.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DHS has been the more volatile fund, with annualized monthly volatility of 16.0% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -69.7% for DHS and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DHS charges 0.38% per year while VOO charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, DHS currently yields 3.19% against 1.09% for VOO.
Holdings Overlap
DHS and VOO share 69 holdings out of 752 unique holdings combined, representing a 8.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DHS | Weight in VOO | Difference |
|---|---|---|---|
| MO | 4.95% | 0.19% | 4.76% |
| ABBV | 4.39% | 0.69% | 3.70% |
| XOM | 3.90% | 0.88% | 3.02% |
| MRK | Pro | Pro | Pro |
| PM | Pro | Pro | Pro |
| T | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| BMY | Pro | Pro | Pro |
See all 10 holdings DHS shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, DHS or VOO?
DHS has an expense ratio of 0.38% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, DHS or VOO?
Over the past year DHS returned +25.44% vs +23.65% for VOO, so DHS leads on 1-year performance. Over the longest common window we track (16 years), DHS annualized +5.39% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, DHS or VOO?
DHS has been the more volatile fund at 16.0% annualized versus 14.1% for VOO. Worst drawdown: DHS -69.7% vs VOO -34.3%.
Should I hold both DHS and VOO?
DHS and VOO have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DHS and VOO?
DHS and VOO share 69 common holdings with a 8.7% weight overlap. Combined, they hold 752 unique securities.
Which pays a higher dividend, DHS or VOO?
DHS yields 3.19% while VOO yields 1.09%, so DHS currently pays the higher dividend yield.
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