Screener
WLTG vs IWP
WealthTrust DBS Long Term Growth ETF vs iShares Russell Mid-Cap Growth ETF
Key differences
Both WLTG and IWP are equity ETFs. WLTG charges 0.74% a year and IWP 0.23%. The main difference: WLTG follows a active selection strategy; IWP uses index tracking.
- WLTG follows a active selection strategy; IWP uses index tracking.
- IWP costs 0.51% less per year.
- IWP 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.
- IWP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WLTG | IWP | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.23% |
| Fund size (AUM) | $83M | $20.5B |
| Since | 2021 | 2001 |
| Dividend yield | 0.38% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.2% | +4.4% |
| CAGR 3Y | +23.2% | +15.5% |
| CAGR 5Y | N/A | +6.3% |
| Sharpe 3Y | 1.26 | 0.66 |
| Volatility 1Y | 13.86% | 17.03% |
| Max drawdown | -25.14% | -38.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.