Screener
WLTG vs DFAX
WealthTrust DBS Long Term Growth ETF vs Dimensional World ex U.S. Core Equity 2 ETF
Key differences
Both WLTG and DFAX are equity ETFs. WLTG charges 0.74% a year and DFAX 0.28%. The main difference: WLTG covers North America; DFAX covers global markets excluding the US.
- WLTG covers North America; DFAX covers global markets excluding the US.
- DFAX costs 0.46% less per year.
- DFAX 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.
- DFAX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WLTG | DFAX | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.28% |
| Fund size (AUM) | $83M | $12.1B |
| Since | 2021 | 2008 |
| Dividend yield | 0.38% | 2.21% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +31.7% |
| CAGR 3Y | +23.2% | +20.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.26 | 1.10 |
| Volatility 1Y | 13.86% | 15.74% |
| Max drawdown | -25.14% | -28.15% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.