Screener
WLTG vs IWY
WealthTrust DBS Long Term Growth ETF vs iShares Russell Top 200 Growth ETF
Key differences
Both WLTG and IWY are equity ETFs. WLTG charges 0.74% a year and IWY 0.20%. The main difference: WLTG follows a active selection strategy; IWY uses index tracking.
- WLTG follows a active selection strategy; IWY uses index tracking.
- IWY costs 0.54% less per year.
- IWY is much larger than WLTG. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IWY has delivered higher annualized returns.
- IWY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WLTG | IWY | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.20% |
| Fund size (AUM) | $83M | $17.6B |
| Since | 2021 | 2009 |
| Dividend yield | 0.38% | 0.32% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.2% | +20.3% |
| CAGR 3Y | +23.2% | +24.5% |
| CAGR 5Y | N/A | +15.5% |
| Sharpe 3Y | 1.26 | 1.04 |
| Volatility 1Y | 13.86% | 16.01% |
| Max drawdown | -25.14% | -32.68% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.