Screener
WLTG vs IMCG
WealthTrust DBS Long Term Growth ETF vs iShares Morningstar Mid-Cap Growth ETF
Key differences
Both WLTG and IMCG are equity ETFs. WLTG charges 0.74% a year and IMCG 0.06%. The main difference: WLTG follows a active selection strategy; IMCG uses index tracking.
- WLTG follows a active selection strategy; IMCG uses index tracking.
- IMCG costs 0.68% less per year.
- IMCG 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.
- IMCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WLTG | IMCG | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.06% |
| Fund size (AUM) | $83M | $3.8B |
| Since | 2021 | 2004 |
| Dividend yield | 0.38% | 0.67% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.2% | +21.9% |
| CAGR 3Y | +23.2% | +18.3% |
| CAGR 5Y | N/A | +8.3% |
| Sharpe 3Y | 1.26 | 0.85 |
| Volatility 1Y | 13.86% | 16.49% |
| Max drawdown | -25.14% | -35.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.