DHS vs ZROZ
Comparison between WISDOMTREE U.S. HIGH DIVIDEND FUND (DHS, ETF) and PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF).
5-Year PerformanceDHS has outperformed ZROZ, delivering a return of +10.5% compared to -11.4%
DHS vs ZROZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
DHS vs ZROZ - Historical Returns
Returns include dividend reinvestment.
DHS vs ZROZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DHS | ZROZ |
|---|---|---|
| 2026 | +8.71% | -0.16% |
| 2025 | +12.98% | -1.87% |
| 2024 | +16.62% | -15.03% |
| 2023 | +0.20% | -1.52% |
| 2022 | +7.41% | -39.26% |
| 2021 | +24.60% | -4.79% |
| 2020 | -5.59% | +22.56% |
| 2019 | +22.24% | +20.05% |
| 2018 | -7.66% | -3.51% |
| 2017 | +10.95% | +13.87% |
| 2016 | +18.71% | -0.31% |
| 2015 | -0.83% | -7.39% |
| 2014 | +16.35% | +48.29% |
| 2013 | +21.80% | -19.11% |
| 2012 | +10.67% | +3.51% |
| 2011 | +13.32% | +61.75% |
| 2010 | +16.22% | +9.96% |
| 2009 | +14.64% | -6.29% |
| 2008 | -38.03% | N/A |
| 2007 | -4.72% | N/A |
| 2006 | +16.83% | N/A |
DHS vs ZROZ Drawdown Comparison
The maximum drawdown for DHS was -67.21%, occurring on Mar 5, 2009. Recovery took 1337 trading sessions.
The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current DHS drawdown is -2.03%. The current ZROZ drawdown is -59.76%.
| Rank | DHS | ZROZ |
|---|---|---|
| #1 | -67.21% Oct 5, 2007 - Jan 29, 2013 | -62.94% Mar 9, 2020 - Oct 19, 2023 |
| #2 | -37.34% Jan 22, 2020 - Mar 10, 2021 | -32.29% Jul 25, 2012 - Dec 11, 2014 |
| #3 | -15.29% Jun 7, 2022 - Nov 30, 2022 | -28.88% Aug 26, 2010 - Aug 10, 2011 |
| #4 | -14.60% Feb 2, 2023 - Mar 21, 2024 | -25.82% Jan 30, 2015 - Jun 27, 2016 |
| #5 | -14.59% Jan 26, 2018 - Mar 18, 2019 | -25.21% Jul 8, 2016 - Aug 2, 2019 |
| #6 | -12.77% Apr 28, 2015 - Mar 2, 2016 | -18.35% Oct 3, 2011 - Dec 19, 2011 |
| #7 | -11.87% Nov 29, 2024 - Jul 10, 2025 | -17.49% Dec 19, 2011 - May 17, 2012 |
| #8 | -9.69% May 30, 2007 - Oct 5, 2007 | -15.67% Nov 27, 2009 - May 6, 2010 |
| #9 | -7.10% Jul 22, 2016 - Dec 12, 2016 | -12.23% Aug 28, 2019 - Feb 20, 2020 |
| #10 | -6.30% Feb 13, 2026 - Mar 20, 2026 | -9.10% Aug 10, 2011 - Aug 18, 2011 |
| #11 | -6.18% May 17, 2013 - Oct 17, 2013 | -8.29% May 6, 2010 - May 20, 2010 |
| #12 | -6.01% Apr 20, 2022 - May 27, 2022 | -7.85% Sep 22, 2011 - Oct 3, 2011 |
| #13 | -5.77% Feb 20, 2007 - Apr 16, 2007 | -7.18% Aug 19, 2011 - Sep 2, 2011 |
| #14 | -5.62% Apr 30, 2019 - Jun 20, 2019 | -7.09% Jun 1, 2012 - Jul 20, 2012 |
| #15 | -5.52% Jul 26, 2019 - Sep 10, 2019 | -6.88% Jul 1, 2010 - Aug 16, 2010 |
Correlation
Correlation between DHS and ZROZ is 0.18 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2006 - 2026)
DHS vs ZROZ dividend yield comparison.
| Year | DHS | ZROZ |
|---|---|---|
| 2026 | 1.03% | 1.30% |
| 2025 | 3.32% | 4.96% |
| 2024 | 3.66% | 4.58% |
| 2023 | 4.31% | 3.52% |
| 2022 | 3.42% | 2.76% |
| 2021 | 3.29% | 1.60% |
| 2020 | 4.14% | 1.68% |
| 2019 | 3.69% | 2.22% |
| 2018 | 3.76% | 2.06% |
| 2017 | 3.00% | 2.53% |
| 2016 | 3.25% | 3.00% |
| 2015 | 3.53% | 2.98% |
| 2014 | 2.91% | 2.60% |
| 2013 | 3.20% | 4.28% |
| 2012 | 4.02% | 3.16% |
| 2011 | 3.30% | 2.99% |
| 2010 | 4.11% | 4.55% |
| 2009 | 3.41% | 0.74% |
| 2008 | 7.01% | 0.00% |
| 2007 | 3.92% | 0.00% |
| 2006 | 1.22% | 0.00% |
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