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WLTG vs FSGS

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

WLTG

WealthTrust DBS Long Term Growth ETF

Annual cost

0.74%

Fund size

$83M

FSGS

First Trust SMID Growth Strength ETF

Annual cost

0.61%

Fund size

$29M

Key differences

Both WLTG and FSGS are equity ETFs. WLTG charges 0.74% a year and FSGS 0.61%. The main difference: WLTG follows a active selection strategy; FSGS uses index tracking.

  • WLTG follows a active selection strategy; FSGS uses index tracking.
  • FSGS costs 0.13% less per year.
  • Over the last three years, WLTG has delivered higher annualized returns.

Side-by-side comparison

WLTGFSGS
Annual cost (TER)0.74%0.61%
Fund size (AUM)$83M$29M
Since20212017
Dividend yield0.38%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.2%+6.9%
CAGR 3Y+23.2%+6.4%
CAGR 5YN/A+2.4%
Sharpe 3Y1.260.23
Volatility 1Y13.86%15.31%
Max drawdown-25.14%-43.25%

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

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