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WLTG vs BLCR

WealthTrust DBS Long Term Growth ETF vs iShares Large Cap Core Active ETF

WLTG

WealthTrust DBS Long Term Growth ETF

Annual cost

0.74%

Fund size

$83M

BLCR

iShares Large Cap Core Active ETF

Annual cost

0.36%

Fund size

$6.0B

Key differences

Both WLTG and BLCR are equity ETFs. WLTG charges 0.74% a year and BLCR 0.36%. The main difference: BLCR costs 0.38% less per year.

  • BLCR costs 0.38% less per year.
  • BLCR is much larger than WLTG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

WLTGBLCR
Annual cost (TER)0.74%0.36%
Fund size (AUM)$83M$6.0B
Since20212023
Dividend yield0.38%0.23%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+25.2%+41.4%
CAGR 3Y+23.2%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.26N/A
Volatility 1Y13.86%16.17%
Max drawdown-25.14%-21.29%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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