Screener
WLTG vs IVW
WealthTrust DBS Long Term Growth ETF vs iShares S&P 500 Growth ETF
Key differences
Both WLTG and IVW are equity ETFs. WLTG charges 0.74% a year and IVW 0.18%. The main difference: WLTG follows a active selection strategy; IVW uses index tracking.
- WLTG follows a active selection strategy; IVW uses index tracking.
- IVW costs 0.56% less per year.
- IVW is much larger than WLTG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVW has delivered higher annualized returns.
- IVW has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WLTG | IVW | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.18% |
| Fund size (AUM) | $83M | $76.1B |
| Since | 2021 | 2000 |
| Dividend yield | 0.38% | 0.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.2% | +27.9% |
| CAGR 3Y | +23.2% | +26.9% |
| CAGR 5Y | N/A | +15.0% |
| Sharpe 3Y | 1.26 | 1.16 |
| Volatility 1Y | 13.86% | 16.61% |
| Max drawdown | -25.14% | -32.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.