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WLTG vs FSCS

WealthTrust DBS Long Term Growth ETF vs First Trust SMID Capital Strength ETF

WLTG

WealthTrust DBS Long Term Growth ETF

Annual cost

0.74%

Fund size

$83M

FSCS

First Trust SMID Capital Strength ETF

Annual cost

0.60%

Fund size

$56M

Key differences

Both WLTG and FSCS are equity ETFs. WLTG charges 0.74% a year and FSCS 0.60%. The main difference: WLTG follows a active selection strategy; FSCS uses index tracking.

  • WLTG follows a active selection strategy; FSCS uses index tracking.
  • FSCS costs 0.14% less per year.
  • Over the last three years, WLTG has delivered higher annualized returns.

Side-by-side comparison

WLTGFSCS
Annual cost (TER)0.74%0.60%
Fund size (AUM)$83M$56M
Since20212017
Dividend yield0.38%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.2%+2.3%
CAGR 3Y+23.2%+9.9%
CAGR 5YN/A+5.6%
Sharpe 3Y1.260.45
Volatility 1Y13.86%12.82%
Max drawdown-25.14%-43.57%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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