HDV vs DHS

Both DHS and HDV are ETFs. DHS has a lower 5-year return than HDV (6.15% vs 6.91%). DHS has a higher expense ratio than HDV (0.38% vs 0.08%). Below is the comparison between DHS and HDV.

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DHS HDV
Security Type ETF ETF
Finny Score 25 40
Category Large Value Large Value
Family WisdomTree BlackRock
Net Assets $1.32B N/A
Expense Ratio 0.38% 0.08%
Management Style passive (index-based) passive (index-based)
Dividend Yield 4.12% 3.88%
Underlying Index WisdomTree High Dividend Index Morningstar Dividend Yield Focus TR
YTD Return -9.27% -5.12%
1-Year Return -10.57% -5.67%
3-Year Return 12.49% 10.67%
5-Year Return 6.15% 6.91%
10-Year Return 7.46% 7.42%

DHS

DHS description

WisdomTree Trust - WisdomTree U.S. High Dividend Fund is an exchange traded fund launched by WisdomTree Investments, Inc. The fund is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in dividend paying stocks of companies. The fund seeks to track the performance of the WisdomTree U.S. High Dividend Index, by using representative sampling technique. WisdomTree Trust - WisdomTree U.S. High Dividend Fund was formed on June 16, 2006 and is domiciled in the United States.

DHS performance & returns
YTD Return -9.27%
1-Month Return -5.86%
3-Month Return -9.29%
1-Year Return -10.57%
3-Year Return 12.49%
5-Year Return 6.15%
10-Year Return 7.46%
DHS expense ratio is 0.38%.

DHS holdings

Top 10 Holdings (39.19% of Total Assets)

Name Symbol % Assets
Exxon Mobil Corp XOM 5.92%
Chevron Corp CVX 5.10%
AbbVie Inc ABBV 4.92%
Philip Morris International Inc PM 4.49%
Pfizer Inc PFE 4.05%
Altria Group Inc MO 4.02%
Cisco Systems Inc CSCO 3.55%
AT&T Inc T 2.97%
Morgan Stanley MS 2.10%
Pioneer Natural Resources Co PXD 2.06%

DHS pros

The following are DHS strengths from our perspective:

  • DHS 3-year return is 12.9%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.

DHS cons

The following are DHS weaknesses from our perspective:

  • DHS 5-year return is 6.6%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • DHS 10-year return is 7.5%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • DHS 15-year return is 5.79%, which is lower than the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.

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HDV

HDV description

iShares Trust - iShares Core High Dividend ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the Morningstar Dividend Yield Focus Index, by using representative sampling technique. iShares Trust - iShares Core High Dividend ETF was formed on March 29, 2011 and is domiciled in the United States.

HDV performance & returns
YTD Return -5.12%
1-Month Return -4.72%
3-Month Return -2.37%
1-Year Return -5.67%
3-Year Return 10.67%
5-Year Return 6.91%
10-Year Return 7.42%
HDV expense ratio is 0.08%.

HDV holdings

Top 10 Holdings (53.20% of Total Assets)

Name Symbol % Assets
Exxon Mobil Corp XOM 8.82%
Johnson & Johnson JNJ 6.91%
Verizon Communications Inc VZ 6.20%
Chevron Corp CVX 6.08%
AbbVie Inc ABBV 5.78%
Pfizer Inc PFE 4.88%
Broadcom Inc AVGO 4.04%
Coca-Cola Co KO 4.00%
Cisco Systems Inc CSCO 3.28%
International Business Machines Corp IBM 3.22%

HDV pros

The following are HDV strengths from our perspective:

  • HDV 3-year return is 10.55%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • HDV expense ratio is 0.08%, which is considered low. Nice job picking a low-cost fund.

HDV cons

The following are HDV weaknesses from our perspective:

  • HDV net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • HDV 5-year return is 7.1%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • HDV 10-year return is 7.41%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.

Other relevant HDV comparisons

You may also want to check out the following HDV comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.