DHS vs IYM
Comparison between WISDOMTREE U.S. HIGH DIVIDEND FUND (DHS, ETF) and ISHARES U.S. BASIC MATERIALS ETF (IYM, ETF).
5-Year PerformanceDHS has outperformed IYM, delivering a return of +10.8% compared to +7.3%
DHS vs IYM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DHS
$1.50B
IYM
$1.50B
Expense Ratio
DHS
0.38%
IYM
0.38%
Max Drawdown
DHS
69.74%
Winner
IYM
68.13%
Sharpe Ratio
DHS
1.63
Winner
IYM
1.67
5Y Beta
Winner
DHS
0.43
IYM
0.86
P/E Ratio
Winner
DHS
18.11
IYM
35.21
Forward P/E
Winner
DHS
13.48
IYM
18.80
PEG Ratio
DHS
N/A
IYM
0.31
5Y Dividends CAGR
DHS
4.28%
Winner
IYM
12.14%
5Y EPS CAGR
DHS
5.32%
Winner
IYM
22.69%
Debt to Equity
DHS
N/A
IYM
33.46%
P/S Ratio
Winner
DHS
1.61
IYM
2.62
P/B Ratio
Winner
DHS
2.33
IYM
3.59
DHS vs IYM - Holdings Comparison
DHS and IYM have 5 common holdings. Overlap is 0.72%
DHS's top 25 holdings weight is 60.02%. IYM's top 25 holdings weight is 93.05%.
| Rank | DHS | IYM |
|---|---|---|
| #1 | ALTRIA GROUP INC (MO) - 5.28% | LINDE PLC (LIN) - 20.55% |
| #2 | PHILIP MORRIS INTERNATIONAL INC (PM) - 4.38% | NEWMONT CORP (NEM) - 10.18% |
| #3 | ABBVIE INC (ABBV) - 4.19% | FREEPORT-MCMORAN INC (FCX) - 7.78% |
| #4 | MERCK & CO INC (MRK) - 3.98% | ECOLAB INC (ECL) - 5.64% |
| #5 | TEXAS INSTRUMENTS INC (TXN) - 3.74% | AIR PRODUCTS AND CHEMICALS INC (APD) - 4.59% |
| #6 | EXXON MOBIL CORP (XOM) - 3.49% | NUCOR CORP (NUE) - 4.56% |
| #7 | AT&T INC (T) - 3.15% | FASTENAL CO (FAST) - 3.79% |
| #8 | PEPSICO INC (PEP) - 3.08% | STEEL DYNAMICS INC (STLD) - 3.55% |
| #9 | VERIZON COMMUNICATIONS INC (VZ) - 2.82% | ANGLOGOLD ASHANTI PLC (AU) - 3.43% |
| #10 | CHEVRON CORP (CVX) - 2.48% | CARPENTER TECHNOLOGY CORP (CRS) - 2.33% |
| #11 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.35% | ALBEMARLE CORP (ALB) - 2.24% |
| #12 | PFIZER INC (PFE) - 2.02% | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 2.15% |
| #13 | TRANSDIGM GROUP INC (TDG) - 1.89% | RELIANCE INC (RS) - 2.13% |
| #14 | DUKE ENERGY CORP (DUK) - 1.87% | CF INDUSTRIES HOLDINGS INC (CF) - 2.10% |
| #15 | COMCAST CORP CLASS A (CMCSA) - 1.83% | ROYAL GOLD INC (RGLD) - 2.06% |
| #16 | BLACKSTONE INC (BX) - 1.74% | ALCOA CORP (AA) - 2.05% |
| #17 | CVS HEALTH CORP (CVS) - 1.70% | LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 1.99% |
| #18 | U.S. BANCORP (USB) - 1.47% | RBC BEARINGS INC (RBC) - 1.93% |
| #19 | FORD MOTOR CO (F) - 1.43% | INTERNATIONAL PAPER CO (IP) - 1.83% |
| #20 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.26% | SOUTHERN COPPER CORP (SCCO) - 1.70% |
| #21 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.25% | MUELLER INDUSTRIES INC (MLI) - 1.61% |
| #22 | TRUIST FINANCIAL CORP (TFC) - 1.18% | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.45% |
| #23 | SOUTHERN CO (SO) - 1.17% | AVERY DENNISON CORP (AVY) - 1.37% |
| #24 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.14% | ELEMENT SOLUTIONS INC (ESI) - 1.02% |
| #25 | METLIFE INC (MET) - 1.13% | MP MATERIALS CORP ORDINARY SHARES CLASS A (MP) - 1.02% |
| Total Holdings | 319 | 42 |
DHS vs IYM - Historical Returns
Returns include dividend reinvestment.
1M
DHS
-0.90%
Winner
IYM
+1.79%
3M
Winner
DHS
-1.21%
IYM
-2.56%
6M
DHS
+10.46%
Winner
IYM
+24.43%
1Y
DHS
+20.84%
Winner
IYM
+37.48%
5Y(CAGR)
Winner
DHS
+10.78%
IYM
+7.29%
10Y(CAGR)
DHS
+9.55%
Winner
IYM
+11.00%
Max(CAGR)
DHS
+7.99%
Winner
IYM
+8.51%
DHS vs IYM - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | DHS | IYM |
|---|---|---|
| 2026 | +9.17% | +17.93% |
| 2025 | +12.98% | +21.73% |
| 2024 | +16.62% | -4.30% |
| 2023 | +0.20% | +13.12% |
| 2022 | +7.41% | -8.41% |
| 2021 | +24.60% | +26.40% |
| 2020 | -5.59% | +19.04% |
| 2019 | +22.24% | +18.37% |
| 2018 | -7.66% | -17.86% |
| 2017 | +10.95% | +24.09% |
| 2016 | +18.71% | +21.77% |
| 2015 | -0.83% | -12.86% |
| 2014 | +16.35% | +3.69% |
| 2013 | +21.80% | +16.86% |
| 2012 | +10.67% | +6.37% |
| 2011 | +13.32% | -16.01% |
| 2010 | +16.22% | +26.82% |
| 2009 | +14.64% | +57.70% |
| 2008 | -38.03% | -50.42% |
| 2007 | -4.72% | +33.32% |
| 2006 | +16.83% | +14.42% |
| 2005 | N/A | +5.52% |
| 2004 | N/A | +13.16% |
| 2003 | N/A | +31.73% |
| 2002 | N/A | -8.54% |
| 2001 | N/A | +4.38% |
| 2000 | N/A | +13.62% |
DHS vs IYM Drawdown Comparison
The maximum drawdown for DHS was -67.21%, occurring on Mar 5, 2009. Recovery took 1337 trading sessions.
The maximum drawdown for IYM was -67.78%, occurring on Nov 20, 2008. Recovery took 1390 trading sessions.
The current DHS drawdown is -2.67%. The current IYM drawdown is -2.56%.
| Rank | DHS | IYM |
|---|---|---|
| #1 | -67.21% Oct 5, 2007 - Jan 29, 2013 | -67.78% Jun 18, 2008 - Dec 24, 2013 |
| #2 | -37.34% Jan 22, 2020 - Mar 10, 2021 | -42.75% Jan 26, 2018 - Sep 2, 2020 |
| #3 | -15.29% Jun 7, 2022 - Nov 30, 2022 | -31.03% Mar 19, 2002 - Nov 28, 2003 |
| #4 | -14.60% Feb 2, 2023 - Mar 21, 2024 | -29.92% Apr 19, 2022 - Apr 3, 2024 |
| #5 | -14.59% Jan 26, 2018 - Mar 18, 2019 | -29.86% Sep 18, 2014 - Dec 7, 2016 |
| #6 | -12.77% Apr 28, 2015 - Mar 2, 2016 | -28.52% May 21, 2001 - Mar 19, 2002 |
| #7 | -11.87% Nov 29, 2024 - Jul 10, 2025 | -23.61% Oct 18, 2024 - Oct 8, 2025 |
| #8 | -9.69% May 30, 2007 - Oct 5, 2007 | -17.68% May 9, 2006 - Jan 24, 2007 |
| #9 | -7.10% Jul 22, 2016 - Dec 12, 2016 | -17.36% Sep 6, 2000 - Dec 4, 2000 |
| #10 | -6.30% Feb 13, 2026 - May 21, 2026 | -16.78% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -6.18% May 17, 2013 - Oct 17, 2013 | -15.98% Mar 4, 2005 - Jan 6, 2006 |
| #12 | -6.01% Apr 20, 2022 - May 27, 2022 | -14.93% Dec 26, 2007 - Feb 25, 2008 |
| #13 | -5.77% Feb 20, 2007 - Apr 16, 2007 | -14.15% Mar 8, 2001 - May 10, 2001 |
| #14 | -5.62% Apr 30, 2019 - Jun 20, 2019 | -13.61% Mar 2, 2026 - Mar 20, 2026 |
| #15 | -5.52% Jul 26, 2019 - Sep 10, 2019 | -12.99% Mar 1, 2004 - Sep 7, 2004 |
Correlation
Correlation between DHS and IYM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2000 - 2026)
DHS vs IYM dividend yield comparison.
| Year | DHS | IYM |
|---|---|---|
| 2026 | 1.28% | 0.25% |
| 2025 | 3.32% | 1.51% |
| 2024 | 3.66% | 1.65% |
| 2023 | 4.31% | 1.77% |
| 2022 | 3.42% | 2.14% |
| 2021 | 3.29% | 1.48% |
| 2020 | 4.14% | 1.39% |
| 2019 | 3.69% | 2.09% |
| 2018 | 3.76% | 1.68% |
| 2017 | 3.00% | 1.43% |
| 2016 | 3.25% | 1.47% |
| 2015 | 3.53% | 2.04% |
| 2014 | 2.91% | 1.77% |
| 2013 | 3.20% | 1.79% |
| 2012 | 4.02% | 1.94% |
| 2011 | 3.30% | 2.22% |
| 2010 | 4.11% | 1.12% |
| 2009 | 3.41% | 1.43% |
| 2008 | 7.01% | 3.18% |
| 2007 | 3.92% | 1.36% |
| 2006 | 1.22% | 1.99% |
| 2005 | 0.00% | 1.68% |
| 2004 | 0.00% | 1.47% |
| 2003 | 0.00% | 1.49% |
| 2002 | 0.00% | 1.77% |
| 2001 | 0.00% | 1.60% |
| 2000 | 0.00% | 1.17% |
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