Screener
WLTG vs FTCS
WealthTrust DBS Long Term Growth ETF vs First Trust Capital Strength ETF
Key differences
Both WLTG and FTCS are equity ETFs. WLTG charges 0.74% a year and FTCS 0.53%. The main difference: WLTG follows a active selection strategy; FTCS uses index tracking.
- WLTG follows a active selection strategy; FTCS uses index tracking.
- FTCS costs 0.21% less per year.
- FTCS 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.
- FTCS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WLTG | FTCS | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.53% |
| Fund size (AUM) | $83M | $7.7B |
| Since | 2021 | 2006 |
| Dividend yield | 0.38% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.2% | +5.4% |
| CAGR 3Y | +23.2% | +10.4% |
| CAGR 5Y | N/A | +6.1% |
| Sharpe 3Y | 1.26 | 0.62 |
| Volatility 1Y | 13.86% | 9.96% |
| Max drawdown | -25.14% | -31.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.