Screener
WLTG vs PY
WealthTrust DBS Long Term Growth ETF vs Principal Value ETF
Key differences
Both WLTG and PY are equity ETFs. WLTG charges 0.74% a year and PY 0.15%. The main difference: PY costs 0.59% less per year.
- PY costs 0.59% less per year.
- Over the last three years, WLTG has delivered higher annualized returns.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WLTG | PY | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.15% |
| Fund size (AUM) | $83M | $220M |
| Since | 2021 | 2016 |
| Dividend yield | 0.38% | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +25.2% | +14.5% |
| CAGR 3Y | +23.2% | +12.9% |
| CAGR 5Y | N/A | +7.4% |
| Sharpe 3Y | 1.26 | 0.69 |
| Volatility 1Y | 13.86% | 10.51% |
| Max drawdown | -25.14% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.