Screener
WLTG vs AFSM
WealthTrust DBS Long Term Growth ETF vs First Trust Active Factor Small Cap ETF
Key differences
Both WLTG and AFSM are equity ETFs. WLTG charges 0.74% a year and AFSM 0.75%. The main difference: Over the last three years, WLTG has delivered higher annualized returns.
- Over the last three years, WLTG has delivered higher annualized returns.
Side-by-side comparison
| WLTG | AFSM | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.75% |
| Fund size (AUM) | $83M | $98M |
| Since | 2021 | 2019 |
| Dividend yield | 0.38% | 0.47% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +33.7% |
| CAGR 3Y | +23.2% | +18.0% |
| CAGR 5Y | N/A | +9.1% |
| Sharpe 3Y | 1.26 | 0.76 |
| Volatility 1Y | 13.86% | 18.39% |
| Max drawdown | -25.14% | -43.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.