Screener
WLTG vs STXV
WealthTrust DBS Long Term Growth ETF vs Strive 1000 Value ETF
Key differences
Both WLTG and STXV are equity ETFs. WLTG charges 0.74% a year and STXV 0.18%. The main difference: WLTG follows a active selection strategy; STXV uses index tracking.
- WLTG follows a active selection strategy; STXV uses index tracking.
- STXV costs 0.56% less per year.
- Over the last three years, WLTG has delivered higher annualized returns.
Side-by-side comparison
| WLTG | STXV | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.18% |
| Fund size (AUM) | $83M | $79M |
| Since | 2021 | 2022 |
| Dividend yield | 0.38% | 2.24% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.2% | +28.6% |
| CAGR 3Y | +23.2% | +18.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.26 | 1.10 |
| Volatility 1Y | 13.86% | 10.14% |
| Max drawdown | -25.14% | -14.80% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.