Screener
WLTG vs DFIV
WealthTrust DBS Long Term Growth ETF vs Dimensional International Value ETF
Key differences
Both WLTG and DFIV are equity ETFs. WLTG charges 0.74% a year and DFIV 0.27%. The main difference: WLTG covers North America; DFIV covers global markets excluding the US.
- WLTG covers North America; DFIV covers global markets excluding the US.
- DFIV costs 0.47% less per year.
- DFIV is much larger than WLTG. Larger funds are usually more liquid and less likely to close.
- DFIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WLTG | DFIV | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.27% |
| Fund size (AUM) | $83M | $20.0B |
| Since | 2021 | 1999 |
| Dividend yield | 0.38% | 2.54% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +34.6% |
| CAGR 3Y | +23.2% | +24.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.26 | 1.30 |
| Volatility 1Y | 13.86% | 14.10% |
| Max drawdown | -25.14% | -25.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.