DHS vs VYM
DHS vs VYM
WisdomTree US High Dividend Fund vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. DHS delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | DHS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.38% | 0.04% | |
| AUM | $1.6B | $79.0B | |
| Dividend Yield | 3.19% | 2.86% | |
| Holdings | 323 | 568 | |
| YTD Return | +16.40% | +13.82% | |
| 1Y Return | +24.48% | +24.08% | |
| 3Y Return (annualized) | +16.97% | +17.72% | |
| 5Y Return (annualized) | +12.03% | +12.13% | |
| Volatility (annualized) | 16.0% | 14.6% | |
| Max Drawdown | -69.7% | -58.8% | |
| Fund Family | WisdomTree Investments | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 16, 2006 | Nov 10, 2006 |
DHS vs VYM Performance
WisdomTree US High Dividend Fund (DHS) is a ETF from WisdomTree Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year DHS returned +24.48% while VYM returned +24.08%. Year to date, DHS is up 16.40% versus a gain of 13.82% for VYM.
Over three years, DHS compounded at +16.97% per year against +17.72% for VYM; over five years the annualized figures are +12.03% and +12.13% respectively. Across the full 20-year window we track, VYM has the edge at +6.98% 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
DHS charges 0.38% per year while VYM charges 0.04%. On a $10,000 position that is $38 vs $4 annually, a gap of $34 per year that compounds over a long holding period. On income, DHS currently yields 3.19% against 2.86% for VYM.
Holdings Overlap
DHS and VYM share 170 holdings out of 704 unique holdings combined, representing a 26.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in DHS | Weight in VYM | Difference |
|---|---|---|---|
| XOM | 3.90% | 2.83% | 1.07% |
| ABBV | 4.39% | 1.80% | 2.59% |
| MRK | 4.17% | 1.37% | 2.80% |
| MO | Pro | Pro | Pro |
| PM | Pro | Pro | Pro |
| T | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| TXN | Pro | Pro | Pro |
See all 10 holdings DHS shares with VYM 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 VYM?
DHS has an expense ratio of 0.38% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, DHS or VYM?
Over the past year DHS returned +24.48% vs +24.08% for VYM, so DHS leads on 1-year performance. Over the longest common window we track (20 years), DHS annualized +5.35% vs +6.98% for VYM. Past performance does not guarantee future results.
Which is riskier, DHS or VYM?
DHS has been the more volatile fund at 16.0% annualized versus 14.6% for VYM. Worst drawdown: DHS -69.7% vs VYM -58.8%.
Should I hold both DHS and VYM?
DHS and VYM have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between DHS and VYM?
DHS and VYM share 170 common holdings with a 26.7% weight overlap. Combined, they hold 704 unique securities.
Which pays a higher dividend, DHS or VYM?
DHS yields 3.19% while VYM yields 2.86%, so DHS currently pays the higher dividend yield.
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