Screener
WLTG vs AFMC
WealthTrust DBS Long Term Growth ETF vs First Trust Active Factor Mid Cap ETF
Key differences
Both WLTG and AFMC are equity ETFs. WLTG charges 0.74% a year and AFMC 0.68%. The main difference: AFMC costs 0.06% less per year.
- AFMC costs 0.06% less per year.
- Over the last three years, WLTG has delivered higher annualized returns.
Side-by-side comparison
| WLTG | AFMC | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.68% |
| Fund size (AUM) | $83M | $162M |
| Since | 2021 | 2019 |
| Dividend yield | 0.38% | 0.79% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +30.5% |
| CAGR 3Y | +23.2% | +20.2% |
| CAGR 5Y | N/A | +10.8% |
| Sharpe 3Y | 1.26 | 0.93 |
| Volatility 1Y | 13.86% | 15.23% |
| Max drawdown | -25.14% | -42.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.