Screener
WLTG vs DFSV
WealthTrust DBS Long Term Growth ETF vs Dimensional US Small Cap Value ETF
Key differences
Both WLTG and DFSV are equity ETFs. WLTG charges 0.74% a year and DFSV 0.30%. The main difference: DFSV costs 0.44% less per year.
- DFSV costs 0.44% less per year.
- DFSV 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 | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.30% |
| Fund size (AUM) | $83M | $7.6B |
| Since | 2021 | 2022 |
| Dividend yield | 0.38% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +35.7% |
| CAGR 3Y | +23.2% | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.26 | 0.68 |
| Volatility 1Y | 13.86% | 17.62% |
| Max drawdown | -25.14% | -28.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.