Skip to content
Beacon
Screener

WTLS vs DHS

Wisdomtree Efficient Long/Short US Equity Fund vs WisdomTree U.S. High Dividend Fund

WTLS

Wisdomtree Efficient Long/Short US Equity Fund

WisdomTree

Annual cost

0.88%

Fund size

$11M

DHS

WisdomTree U.S. High Dividend Fund

WisdomTree

Annual cost

0.38%

Fund size

$1.5B

Key differences

  • DHS costs 0.50% less per year.
  • DHS is significantly larger than WTLS — larger funds tend to be more liquid and less likely to close.
  • WTLS is classified as alternative, while DHS is equity — different risk/return profiles.
  • WTLS follows a long short strategy; DHS uses index tracking.
  • DHS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WTLSDHS
Annual cost (TER)0.88%0.38%
Fund size (AUM)$11M$1.5B
Since20262006
Dividend yield3.24%
Asset classalternativeequity
Regionnorth americanorth america
Strategylong shortindex tracking
CAGR 1YN/A+25.8%
CAGR 3YN/A+17.7%
CAGR 5YN/A+11.2%
Sharpe 3YN/A1.07
Volatility 1Y9.93%
Max drawdown-8.95%-37.35%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to WTLS and DHS