1. Overview: This WisdomTree UCITS ETF (ticker DHSF, ISIN IE00BD6RZW23) provides exposure to U.S. equities with an equity-income approach, i.e., a selection focused on dividend-generating stocks. It is denominated in EUR and offers currency hedging to the euro (EUR-hedged). The accumulation share class (Acc) reinvests the fund's income rather than distributing it, supporting potential long-term compounding.
2. Benefits: The UCITS structure provides a European regulatory framework. EUR hedging reduces currency risk for euro-based investors. The accumulation policy enables income compounding and potential capital growth. As an ETF, it offers diversified exposure, transparent management and access via secondary-market liquidity.
3. Risks: The fund is concentrated on the U.S. equity market and is therefore sensitive to fluctuations in that market. Income-oriented strategies can create sectoral bias and reduced participation in high-growth segments. There is inherent equity volatility, counterparty risk related to hedging arrangements, and possible liquidity risk if assets under management are moderate.
4. Investor profile: Suitable for euro investors seeking U.S. equity exposure with reduced currency risk, wishing to reinvest income and prepared to accept equity volatility over a medium- to long-term investment horizon.
Total Annual Returns, Including Dividends
The drawdown measures the decline in price from its historical high. It helps assess the fund's downside risk. The calculation includes dividends.
| Volatility | Max drawdown | Sharpe ratio | |
|---|---|---|---|
| 1 year | |||
| 3 years | |||
| 10 years | |||
| Max |