Screener
WLTG vs DFAU
WealthTrust DBS Long Term Growth ETF vs Dimensional US Core Equity Market ETF
Key differences
Both WLTG and DFAU are equity ETFs. WLTG charges 0.74% a year and DFAU 0.12%. The main difference: DFAU costs 0.62% less per year.
- DFAU costs 0.62% less per year.
- DFAU 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 | DFAU | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.12% |
| Fund size (AUM) | $83M | $12.2B |
| Since | 2021 | 2020 |
| Dividend yield | 0.38% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +25.7% |
| CAGR 3Y | +23.2% | +21.1% |
| CAGR 5Y | N/A | +12.8% |
| Sharpe 3Y | 1.26 | 1.11 |
| Volatility 1Y | 13.86% | 12.54% |
| Max drawdown | -25.14% | -23.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.