DHS vs VOO

DHS vs VOO
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Quick Verdict

VOO has a lower expense ratio. DHS delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: DHSMore Diversified: VOO

Side-by-Side Comparison

MetricDHSVOOWinner
Expense Ratio0.38%0.03%
AUM$1.6B$997.4B
Dividend Yield3.19%1.08%
Holdings323509
YTD Return+17.60%+13.25%
1Y Return+21.24%+19.96%
3Y Return (annualized)+17.61%+21.27%
5Y Return (annualized)+11.94%+12.81%
Volatility (annualized)16.0%14.1%
Max Drawdown-69.7%-34.3%
Fund FamilyWisdomTree InvestmentsVanguard (US)
CategoryEquityEquity
InceptionJun 16, 2006Sep 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 +21.24% while VOO returned +19.96%. Year to date, DHS is up 17.60% versus a gain of 13.25% for VOO.

Over three years, DHS compounded at +17.61% per year against +21.27% for VOO; over five years the annualized figures are +11.94% and +12.81% respectively. Across the full 16-year window we track, VOO has the edge at +13.49% 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 1.08% for VOO.

Holdings Overlap

8.7%overlap

DHS and VOO share 69 holdings out of 754 unique holdings combined, representing a 8.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DHSWeight in VOODifference
MO4.95%0.19%4.76%
ABBV4.39%0.69%3.70%
XOM3.90%0.88%3.02%
MRKProProPro
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TProProPro
PEPProProPro
VZProProPro
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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 +21.24% vs +19.96% for VOO, so DHS leads on 1-year performance. Over the longest common window we track (16 years), DHS annualized +5.39% vs +13.49% 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 754 unique securities.

Which pays a higher dividend, DHS or VOO?

DHS yields 3.19% while VOO yields 1.08%, so DHS currently pays the higher dividend yield.

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