DHS vs VTI
DHS vs VTI
WisdomTree US High Dividend Fund vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. DHS delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | DHS | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.03% | |
| AUM | $1.6B | $663.5B | |
| Dividend Yield | 3.19% | 1.07% | |
| Holdings | 323 | 3,543 | |
| YTD Return | +16.40% | +11.83% | |
| 1Y Return | +24.48% | +21.79% | |
| 3Y Return (annualized) | +16.97% | +20.40% | |
| 5Y Return (annualized) | +12.03% | +11.96% | |
| Volatility (annualized) | 16.0% | 15.3% | |
| Max Drawdown | -69.7% | -56.6% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | May 24, 2001 |
DHS vs VTI Performance
WisdomTree US High Dividend Fund (DHS) is a ETF from WisdomTree Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year DHS returned +24.48% while VTI returned +21.79%. Year to date, DHS is up 16.40% versus a gain of 11.83% for VTI.
Over three years, DHS compounded at +16.97% per year against +20.40% for VTI; over five years the annualized figures are +12.03% and +11.96% respectively. Across the full 20-year window we track, VTI has the edge at +8.06% annualized vs +5.35%. 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 15.3% for VTI. 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 -56.6% for VTI. 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
DHS charges 0.38% per year while VTI 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 1.07% for VTI.
Holdings Overlap
DHS and VTI share 239 holdings out of 2860 unique holdings combined, representing a 7.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DHS | Weight in VTI | Difference |
|---|---|---|---|
| MO | 4.95% | 0.17% | 4.78% |
| ABBV | 4.39% | 0.61% | 3.78% |
| XOM | 3.90% | 0.78% | 3.12% |
| 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 VTI 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 VTI?
DHS has an expense ratio of 0.38% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $35 per year of difference.
Which performed better, DHS or VTI?
Over the past year DHS returned +24.48% vs +21.79% for VTI, so DHS leads on 1-year performance. Over the longest common window we track (20 years), DHS annualized +5.35% vs +8.06% for VTI. Past performance does not guarantee future results.
Which is riskier, DHS or VTI?
DHS has been the more volatile fund at 16.0% annualized versus 15.3% for VTI. Worst drawdown: DHS -69.7% vs VTI -56.6%.
Should I hold both DHS and VTI?
DHS and VTI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DHS and VTI?
DHS and VTI share 239 common holdings with a 7.7% weight overlap. Combined, they hold 2860 unique securities.
Which pays a higher dividend, DHS or VTI?
DHS yields 3.19% while VTI yields 1.07%, so DHS currently pays the higher dividend yield.
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