DHS vs SPGM
Comparison between WISDOMTREE U.S. HIGH DIVIDEND FUND (DHS, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceDHS has outperformed SPGM, delivering a return of +12.4% compared to +11.4%
DHS vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DHS
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
DHS
0.38%
Winner
SPGM
0.09%
Max Drawdown
DHS
69.74%
Winner
SPGM
33.97%
Sharpe Ratio
Winner
DHS
1.69
SPGM
1.40
5Y Beta
Winner
DHS
0.41
SPGM
0.91
P/E Ratio
Winner
DHS
17.91
SPGM
25.88
Forward P/E
Winner
DHS
14.09
SPGM
20.10
5Y Dividends CAGR
DHS
4.05%
Winner
SPGM
13.19%
5Y EPS CAGR
DHS
6.16%
Winner
SPGM
23.77%
P/S Ratio
DHS
1.67
Winner
SPGM
0.24
P/B Ratio
Winner
DHS
2.38
SPGM
4.88
DHS vs SPGM - Holdings Comparison
DHS and SPGM have 63 common holdings. Overlap is 6.40%
DHS's top 25 holdings weight is 56.66%. SPGM's top 25 holdings weight is 29.28%.
| Rank | DHS | SPGM |
|---|---|---|
| #1 | ABBVIE INC (ABBV) - 4.73% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | MERCK & CO INC (MRK) - 4.27% | APPLE INC (AAPL) - 3.64% |
| #3 | EXXONMOBIL HOLDINGS CORP (XOM) - 3.59% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | ALTRIA GROUP INC (MO) - 3.29% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.15% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | TEXAS INSTRUMENTS INC (TXN) - 3.08% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | AT&T INC (T) - 2.95% | BROADCOM INC (AVGO) - 1.40% |
| #8 | VERIZON COMMUNICATIONS INC (VZ) - 2.63% | n/a (TSM) - 1.38% |
| #9 | CHEVRON CORP (CVX) - 2.54% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | BRISTOL-MYERS SQUIBB CO (BMY) - 2.49% | TESLA INC (TSLA) - 1.06% |
| #11 | BLACKSTONE INC (BX) - 2.08% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | PEPSICO INC (PEP) - 2.05% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | PFIZER INC (PFE) - 1.98% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | TRANSDIGM GROUP INC (TDG) - 1.84% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | DUKE ENERGY CORP (DUK) - 1.78% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | COMCAST CORP CLASS A (CMCSA) - 1.78% | VISA INC CLASS A (V) - 0.58% |
| #17 | CVS HEALTH CORP (CVS) - 1.71% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | U.S. BANCORP (USB) - 1.67% | CHEVRON CORP (CVX) - 0.53% |
| #19 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.63% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.41% | WALMART INC (WMT) - 0.51% |
| #21 | METLIFE INC (MET) - 1.27% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | FORD MOTOR CO (F) - 1.26% | CHUBB LTD (CB) - 0.50% |
| #23 | TRUIST FINANCIAL CORP (TFC) - 1.22% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | PACCAR INC (PCAR) - 1.14% | NESTLE SA (n/a) - 0.50% |
| #25 | SOUTHERN CO (SO) - 1.12% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 322 | 2333 |
DHS vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
DHS
+1.98%
Winner
SPGM
+3.74%
3M
Winner
DHS
+6.05%
SPGM
+3.62%
6M
DHS
+7.93%
Winner
SPGM
+9.49%
1Y
DHS
+22.63%
Winner
SPGM
+23.63%
5Y(CAGR)
Winner
DHS
+12.39%
SPGM
+11.41%
10Y(CAGR)
DHS
+9.94%
Winner
SPGM
+12.63%
Max(CAGR)
DHS
+8.36%
Winner
SPGM
+11.39%
DHS vs SPGM - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DHS | SPGM |
|---|---|---|
| 2026 | +18.95% | +14.00% |
| 2025 | +12.98% | +23.70% |
| 2024 | +16.62% | +17.65% |
| 2023 | +0.20% | +21.33% |
| 2022 | +7.41% | -17.95% |
| 2021 | +24.60% | +20.77% |
| 2020 | -5.59% | +14.24% |
| 2019 | +22.24% | +26.23% |
| 2018 | -7.66% | -10.47% |
| 2017 | +10.95% | +22.11% |
| 2016 | +18.71% | +10.39% |
| 2015 | -0.83% | -2.10% |
| 2014 | +16.35% | +11.58% |
| 2013 | +21.80% | +20.65% |
| 2012 | +10.67% | +1.33% |
| 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 SPGM Drawdown Comparison
The maximum drawdown for DHS was -67.21%, occurring on Mar 5, 2009. Recovery took 1337 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current DHS drawdown is -0.22%. The current SPGM drawdown is -1.33%.
| Rank | DHS | SPGM |
|---|---|---|
| #1 | -67.21% Oct 5, 2007 - Jan 29, 2013 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -37.34% Jan 22, 2020 - Mar 10, 2021 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -15.29% Jun 7, 2022 - Nov 30, 2022 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -14.60% Feb 2, 2023 - Mar 21, 2024 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -14.59% Jan 26, 2018 - Mar 18, 2019 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -12.77% Apr 28, 2015 - Mar 2, 2016 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -11.87% Nov 29, 2024 - Jul 10, 2025 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -9.69% May 30, 2007 - Oct 5, 2007 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -7.10% Jul 22, 2016 - Dec 12, 2016 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -6.30% Feb 13, 2026 - May 21, 2026 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -6.18% May 17, 2013 - Oct 17, 2013 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -6.01% Apr 20, 2022 - May 27, 2022 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -5.77% Feb 20, 2007 - Apr 16, 2007 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -5.62% Apr 30, 2019 - Jun 20, 2019 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -5.52% Jul 26, 2019 - Sep 10, 2019 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between DHS and SPGM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
DHS vs SPGM dividend yield comparison.
| Year | DHS | SPGM |
|---|---|---|
| 2026 | 1.74% | 0.76% |
| 2025 | 3.32% | 1.89% |
| 2024 | 3.66% | 1.98% |
| 2023 | 4.31% | 2.09% |
| 2022 | 3.42% | 2.37% |
| 2021 | 3.29% | 1.94% |
| 2020 | 4.14% | 1.45% |
| 2019 | 3.69% | 2.46% |
| 2018 | 3.76% | 1.89% |
| 2017 | 3.00% | 2.29% |
| 2016 | 3.25% | 1.87% |
| 2015 | 3.53% | 3.70% |
| 2014 | 2.91% | 2.18% |
| 2013 | 3.20% | 1.75% |
| 2012 | 4.02% | 2.26% |
| 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% |
Select Stocks to Compare
Popular: DHS vs SPYSPGM vs SPY
More Comparisons
Compare with similar stocks