Screener
WLTG vs DFAI
WealthTrust DBS Long Term Growth ETF vs Dimensional International Core Equity Market ETF
Key differences
Both WLTG and DFAI are equity ETFs. WLTG charges 0.74% a year and DFAI 0.18%. The main difference: WLTG covers North America; DFAI covers global markets excluding the US.
- WLTG covers North America; DFAI covers global markets excluding the US.
- DFAI costs 0.56% less per year.
- DFAI is much larger than WLTG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, WLTG has delivered higher annualized returns.
Side-by-side comparison
| WLTG | DFAI | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.18% |
| Fund size (AUM) | $83M | $16.6B |
| Since | 2021 | 2020 |
| Dividend yield | 0.38% | 2.23% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +24.7% |
| CAGR 3Y | +23.2% | +18.7% |
| CAGR 5Y | N/A | +9.5% |
| Sharpe 3Y | 1.26 | 1.01 |
| Volatility 1Y | 13.86% | 14.60% |
| Max drawdown | -25.14% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.