Screener
WLTG vs PSET
WealthTrust DBS Long Term Growth ETF vs Principal Quality ETF
Key differences
Both WLTG and PSET are equity ETFs. WLTG charges 0.74% a year and PSET 0.15%. The main difference: PSET costs 0.59% less per year.
- PSET costs 0.59% less per year.
- Over the last three years, WLTG has delivered higher annualized returns.
- PSET has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WLTG | PSET | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.15% |
| Fund size (AUM) | $83M | $29M |
| Since | 2021 | 2016 |
| Dividend yield | 0.38% | 0.62% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +5.8% |
| CAGR 3Y | +23.2% | +12.8% |
| CAGR 5Y | N/A | +8.7% |
| Sharpe 3Y | 1.26 | 0.60 |
| Volatility 1Y | 13.86% | 12.96% |
| Max drawdown | -25.14% | -34.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.