Is WisdomTree U.S. High Dividend ETF (DHS) a Strong ETF Right Now?

Core Insights - The WisdomTree U.S. High Dividend ETF (DHS) is a smart beta ETF launched on June 16, 2006, providing broad exposure to the Large Cap Value category [1] - DHS has accumulated over $1.29 billion in assets, positioning it as an average-sized ETF in its category [5] - The fund aims to match the performance of the WisdomTree U.S. High Dividend Index, which is fundamentally weighted and focuses on companies with high dividend yields [5] Investment Strategy - Smart beta ETFs, like DHS, differ from traditional market cap weighted indexes by selecting stocks based on fundamental characteristics rather than market capitalization [3][4] - The annual operating expenses for DHS are 0.38%, which is competitive within its peer group [6] - The fund has a 12-month trailing dividend yield of 3.38% [6] Holdings and Sector Exposure - DHS's top holdings include Philip Morris International Inc and Johnson & Johnson, with the US Dollar accounting for 100% of total assets [7] - The top 10 holdings represent approximately 139.08% of DHS's total assets under management, indicating a concentration in these positions [8] Performance Metrics - As of August 26, 2025, DHS has gained about 10% year-to-date and approximately 13.08% over the past year [9] - The fund has traded between $87.71 and $101.82 in the last 52 weeks [9] - DHS has a beta of 0.69 and a standard deviation of 14.45% over the trailing three-year period, categorizing it as a medium-risk investment [10] Alternatives - Other ETFs in the same space include Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV), which have significantly larger asset bases of $72.08 billion and $143.1 billion, respectively [12] - SCHD has a lower expense ratio of 0.06%, while VTV has an expense ratio of 0.04%, making them potentially more attractive options for cost-conscious investors [12]