Screener
WLTG vs IWO
WealthTrust DBS Long Term Growth ETF vs iShares Russell 2000 Growth ETF
Key differences
Both WLTG and IWO are equity ETFs. WLTG charges 0.74% a year and IWO 0.24%. The main difference: WLTG follows a active selection strategy; IWO uses index tracking.
- WLTG follows a active selection strategy; IWO uses index tracking.
- IWO costs 0.50% less per year.
- IWO 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.
- IWO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WLTG | IWO | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.24% |
| Fund size (AUM) | $83M | $14.7B |
| Since | 2021 | 2000 |
| Dividend yield | 0.38% | 0.40% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.2% | +35.6% |
| CAGR 3Y | +23.2% | +17.3% |
| CAGR 5Y | N/A | +5.4% |
| Sharpe 3Y | 1.26 | 0.66 |
| Volatility 1Y | 13.86% | 22.08% |
| Max drawdown | -25.14% | -42.01% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.