Screener
WLTG vs DFAW
WealthTrust DBS Long Term Growth ETF vs Dimensional World Equity ETF
Key differences
Both WLTG and DFAW are equity ETFs. WLTG charges 0.74% a year and DFAW 0.24%. The main difference: WLTG covers North America; DFAW covers global markets.
- WLTG covers North America; DFAW covers global markets.
- DFAW costs 0.50% less per year.
- DFAW is much larger than WLTG. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| WLTG | DFAW | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.24% |
| Fund size (AUM) | $83M | $1.4B |
| Since | 2021 | 2023 |
| Dividend yield | 0.38% | 1.26% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +28.2% |
| CAGR 3Y | +23.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.26 | N/A |
| Volatility 1Y | 13.86% | 12.65% |
| Max drawdown | -25.14% | -16.94% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.