Screener
WLTG vs MDLV
WealthTrust DBS Long Term Growth ETF vs Morgan Dempsey Large Cap Value ETF
Key differences
Both WLTG and MDLV are equity ETFs. WLTG charges 0.74% a year and MDLV 0.58%. The main difference: MDLV costs 0.16% less per year.
- MDLV costs 0.16% less per year.
- Over the last three years, WLTG has delivered higher annualized returns.
Side-by-side comparison
| WLTG | MDLV | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.58% |
| Fund size (AUM) | $83M | $40M |
| Since | 2021 | 2023 |
| Dividend yield | 0.38% | 2.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +21.2% |
| CAGR 3Y | +23.2% | +13.1% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.26 | 0.89 |
| Volatility 1Y | 13.86% | 8.77% |
| Max drawdown | -25.14% | -10.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.