DHS vs BAFE

Comparison between WISDOMTREE U.S. HIGH DIVIDEND FUND (DHS, ETF) and BROWN ADVISORY FLEXIBLE EQUITY ETF (BAFE, ETF).

DHS vs BAFE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DHS(ETF)	BAFE(ETF)
Net Assets	$1.50B	$1.60B
Expense Ratio	0.38%	0.54%
Max Drawdown	69.74%	18.37%
Sharpe Ratio	1.63	0.88
5Y Beta	0.43	0.95
P/E Ratio	18.11	25.95
Forward P/E	13.48	21.41
PEG Ratio	N/A	0.78
5Y Dividends CAGR	4.28%	N/A
5Y EPS CAGR	5.32%	25.00%
P/S Ratio	1.61	2.29
P/B Ratio	2.33	4.56

Net Assets

DHS

$1.50B

Winner

BAFE

$1.60B

Expense Ratio

Winner

DHS

0.38%

BAFE

0.54%

Max Drawdown

DHS

69.74%

Winner

BAFE

18.37%

Sharpe Ratio

Winner

DHS

1.63

BAFE

0.88

5Y Beta

Winner

DHS

0.43

BAFE

0.95

P/E Ratio

Winner

DHS

18.11

BAFE

25.95

Forward P/E

Winner

DHS

13.48

BAFE

21.41

PEG Ratio

DHS

N/A

BAFE

0.78

5Y Dividends CAGR

DHS

4.28%

BAFE

N/A

5Y EPS CAGR

DHS

5.32%

Winner

BAFE

25.00%

P/S Ratio

Winner

DHS

1.61

BAFE

2.29

P/B Ratio

Winner

DHS

2.33

BAFE

4.56

DHS vs BAFE - Holdings Comparison

DHS and BAFE have 2 common holdings. Overlap is 1.27%

DHS's top 25 holdings weight is 60.02%. BAFE's top 25 holdings weight is 76.16%.

Rank	DHS	BAFE
#1	ALTRIA GROUP INC (MO) - 5.28%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 6.32%
#2	PHILIP MORRIS INTERNATIONAL INC (PM) - 4.38%	MICROSOFT CORP (MSFT) - 5.58%
#3	ABBVIE INC (ABBV) - 4.19%	AMAZON.COM INC (AMZN) - 4.96%
#4	MERCK & CO INC (MRK) - 3.98%	ALPHABET INC CLASS A (GOOGL) - 4.53%
#5	TEXAS INSTRUMENTS INC (TXN) - 3.74%	ALPHABET INC CLASS C (GOOG) - 4.31%
#6	EXXON MOBIL CORP (XOM) - 3.49%	META PLATFORMS INC CLASS A (META) - 4.04%
#7	AT&T INC (T) - 3.15%	VISA INC CLASS A (V) - 3.96%
#8	PEPSICO INC (PEP) - 3.08%	MASTERCARD INC CLASS A (MA) - 3.45%
#9	VERIZON COMMUNICATIONS INC (VZ) - 2.82%	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.28%
#10	CHEVRON CORP (CVX) - 2.48%	KKR & CO INC ORDINARY SHARES (KKR) - 3.10%
#11	BRISTOL-MYERS SQUIBB CO (BMY) - 2.35%	UNITEDHEALTH GROUP INC (UNH) - 3.00%
#12	PFIZER INC (PFE) - 2.02%	NVIDIA CORP (NVDA) - 2.78%
#13	TRANSDIGM GROUP INC (TDG) - 1.89%	UNITED RENTALS INC (URI) - 2.64%
#14	DUKE ENERGY CORP (DUK) - 1.87%	SUNCOR ENERGY INC (SU) - 2.43%
#15	COMCAST CORP CLASS A (CMCSA) - 1.83%	KLA CORP (KLAC) - 2.36%
#16	BLACKSTONE INC (BX) - 1.74%	ANALOG DEVICES INC (ADI) - 2.14%
#17	CVS HEALTH CORP (CVS) - 1.70%	ELEVANCE HEALTH INC (ELV) - 2.03%
#18	U.S. BANCORP (USB) - 1.47%	EDWARDS LIFESCIENCES CORP (EW) - 2.01%
#19	FORD MOTOR CO (F) - 1.43%	AMER SPORTS INC (AS) - 2.00%
#20	PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.26%	CASH (n/a) - 1.97%
#21	MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.25%	CHARLES SCHWAB CORP (SCHW) - 1.96%
#22	TRUIST FINANCIAL CORP (TFC) - 1.18%	MARVELL TECHNOLOGY INC (MRVL) - 1.90%
#23	SOUTHERN CO (SO) - 1.17%	APPLE INC (AAPL) - 1.83%
#24	AMERICAN ELECTRIC POWER CO INC (AEP) - 1.14%	CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.82%
#25	METLIFE INC (MET) - 1.13%	BOOKING HOLDINGS INC (BKNG) - 1.76%
Total Holdings	319	45

DHS vs BAFE - Historical Returns

Returns include dividend reinvestment.

Period	DHS	BAFE
1 month	-0.90%	+1.91%
3 months	-1.21%	+8.21%
6 months	+10.46%	+7.75%
1 year	+20.84%	+14.97%
5 years(CAGR)	+10.78%	N/A
10 years(CAGR)	+9.55%	N/A
Max(CAGR)	+7.99%	+9.77%

DHS

-0.90%

Winner

BAFE

+1.91%

DHS

-1.21%

Winner

BAFE

+8.21%

Winner

DHS

+10.46%

BAFE

+7.75%

Winner

DHS

+20.84%

BAFE

+14.97%

5Y(CAGR)

DHS

+10.78%

BAFE

N/A

10Y(CAGR)

DHS

+9.55%

BAFE

N/A

Max(CAGR)

DHS

+7.99%

Winner

BAFE

+9.77%

DHS vs BAFE - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DHS	BAFE
2026	+9.17%	+5.38%
2025	+12.98%	+9.82%
2024	+16.62%	-0.51%
2023	+0.20%	N/A
2022	+7.41%	N/A
2021	+24.60%	N/A
2020	-5.59%	N/A
2019	+22.24%	N/A
2018	-7.66%	N/A
2017	+10.95%	N/A
2016	+18.71%	N/A
2015	-0.83%	N/A
2014	+16.35%	N/A
2013	+21.80%	N/A
2012	+10.67%	N/A
2011	+13.32%	N/A
2010	+16.22%	N/A
2009	+14.64%	N/A
2008	-38.03%	N/A
2007	-4.72%	N/A
2006	+16.83%	N/A

DHS vs BAFE Drawdown Comparison

The maximum drawdown for DHS was -67.21%, occurring on Mar 5, 2009. Recovery took 1337 trading sessions.

The maximum drawdown for BAFE was -18.37%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The current DHS drawdown is -2.67%.

Rank	DHS	BAFE
#1	-67.21% Oct 5, 2007 - Jan 29, 2013	-18.37% Jan 30, 2025 - Jul 3, 2025
#2	-37.34% Jan 22, 2020 - Mar 10, 2021	-12.73% Jan 9, 2026 - Apr 27, 2026
#3	-15.29% Jun 7, 2022 - Nov 30, 2022	-6.15% Oct 27, 2025 - Dec 11, 2025
#4	-14.60% Feb 2, 2023 - Mar 21, 2024	-4.39% Dec 4, 2024 - Jan 23, 2025
#5	-14.59% Jan 26, 2018 - Mar 18, 2019	-3.88% Sep 19, 2025 - Oct 27, 2025
#6	-12.77% Apr 28, 2015 - Mar 2, 2016	-3.77% Jul 25, 2025 - Aug 28, 2025
#7	-11.87% Nov 29, 2024 - Jul 10, 2025	-2.38% Dec 11, 2025 - Dec 24, 2025
#8	-9.69% May 30, 2007 - Oct 5, 2007	-1.72% Jul 3, 2025 - Jul 24, 2025
#9	-7.10% Jul 22, 2016 - Dec 12, 2016	-1.69% May 6, 2026 - May 27, 2026
#10	-6.30% Feb 13, 2026 - May 21, 2026	-1.11% Aug 28, 2025 - Sep 4, 2025
#11	-6.18% May 17, 2013 - Oct 17, 2013	-0.99% Dec 26, 2025 - Jan 5, 2026
#12	-6.01% Apr 20, 2022 - May 27, 2022	-0.62% Jan 6, 2026 - Jan 9, 2026
#13	-5.77% Feb 20, 2007 - Apr 16, 2007	-0.56% Apr 27, 2026 - Apr 30, 2026
#14	-5.62% Apr 30, 2019 - Jun 20, 2019	-0.55% Sep 9, 2025 - Sep 11, 2025
#15	-5.52% Jul 26, 2019 - Sep 10, 2019	-0.51% May 1, 2026 - May 6, 2026

Correlation

Correlation between DHS and BAFE is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (2006 - 2026)

DHS vs BAFE dividend yield comparison.

Year	DHS	BAFE
2026	1.28%	0.00%
2025	3.32%	0.30%
2024	3.66%	0.06%
2023	4.31%	0.00%
2022	3.42%	0.00%
2021	3.29%	0.00%
2020	4.14%	0.00%
2019	3.69%	0.00%
2018	3.76%	0.00%
2017	3.00%	0.00%
2016	3.25%	0.00%
2015	3.53%	0.00%
2014	2.91%	0.00%
2013	3.20%	0.00%
2012	4.02%	0.00%
2011	3.30%	0.00%
2010	4.11%	0.00%
2009	3.41%	0.00%
2008	7.01%	0.00%
2007	3.92%	0.00%
2006	1.22%	0.00%