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WLTG vs CGGR

WealthTrust DBS Long Term Growth ETF vs Capital Group Growth ETF

WLTG

WealthTrust DBS Long Term Growth ETF

Annual cost

0.74%

Fund size

$83M

CGGR

Capital Group Growth ETF

Annual cost

0.39%

Fund size

$24.6B

Key differences

Both WLTG and CGGR are equity ETFs. WLTG charges 0.74% a year and CGGR 0.39%. The main difference: WLTG covers North America; CGGR covers global markets.

  • WLTG covers North America; CGGR covers global markets.
  • CGGR costs 0.35% less per year.
  • CGGR is much larger than WLTG. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, CGGR has delivered higher annualized returns.

Side-by-side comparison

WLTGCGGR
Annual cost (TER)0.74%0.39%
Fund size (AUM)$83M$24.6B
Since20212022
Dividend yield0.38%0.09%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+25.2%+16.7%
CAGR 3Y+23.2%+24.6%
CAGR 5YN/AN/A
Sharpe 3Y1.261.05
Volatility 1Y13.86%17.12%
Max drawdown-25.14%-28.90%

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

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