Screener
WLTG vs EPMV
WealthTrust DBS Long Term Growth ETF vs Harbor Mid Cap Value ETF
Key differences
Both WLTG and EPMV are equity ETFs. WLTG charges 0.74% a year and EPMV 0.88%. The main difference: WLTG costs 0.14% less per year.
- WLTG costs 0.14% less per year.
- WLTG is much larger than EPMV. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| WLTG | EPMV | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.88% |
| Fund size (AUM) | $83M | $5M |
| Since | 2021 | 2025 |
| Dividend yield | 0.38% | 1.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +29.1% |
| CAGR 3Y | +23.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.26 | N/A |
| Volatility 1Y | 13.86% | 15.48% |
| Max drawdown | -25.14% | -8.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.