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WLTG vs STXF

WealthTrust DBS Long Term Growth ETF vs Strive 500 ETF

WLTG

WealthTrust DBS Long Term Growth ETF

Annual cost

0.74%

Fund size

$83M

STXF

Strive 500 ETF

Annual cost

Fund size

Key differences

Both WLTG and STXF are equity ETFs. The main difference: WLTG follows a active selection strategy; STXF uses index tracking.

  • WLTG follows a active selection strategy; STXF uses index tracking.
  • Over the last three years, WLTG has delivered higher annualized returns.

Side-by-side comparison

WLTGSTXF
Annual cost (TER)0.74%
Fund size (AUM)$83M
Since2021
Dividend yield0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+25.2%+24.5%
CAGR 3Y+23.2%+22.1%
CAGR 5YN/AN/A
Sharpe 3Y1.261.16
Volatility 1Y13.86%12.90%
Max drawdown-25.14%-18.99%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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