Screener
WLTG vs DFIS
WealthTrust DBS Long Term Growth ETF vs Dimensional International Small Cap ETF
Key differences
Both WLTG and DFIS are equity ETFs. WLTG charges 0.74% a year and DFIS 0.39%. The main difference: WLTG covers North America; DFIS covers global markets excluding the US.
- WLTG covers North America; DFIS covers global markets excluding the US.
- DFIS costs 0.35% less per year.
- DFIS 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 | DFIS | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.39% |
| Fund size (AUM) | $83M | $6.0B |
| Since | 2021 | 2022 |
| Dividend yield | 0.38% | 1.98% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +26.1% |
| CAGR 3Y | +23.2% | +19.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.26 | 1.00 |
| Volatility 1Y | 13.86% | 15.05% |
| Max drawdown | -25.14% | -27.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.