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WLTG vs TCHP

WealthTrust DBS Long Term Growth ETF vs T. Rowe Price Blue Chip Growth ETF

WLTG

WealthTrust DBS Long Term Growth ETF

Annual cost

0.74%

Fund size

$83M

TCHP

T. Rowe Price Blue Chip Growth ETF

Annual cost

0.57%

Fund size

$2.2B

Key differences

Both WLTG and TCHP are equity ETFs. WLTG charges 0.74% a year and TCHP 0.57%. The main difference: TCHP costs 0.17% less per year.

  • TCHP costs 0.17% less per year.
  • TCHP is much larger than WLTG. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

WLTGTCHP
Annual cost (TER)0.74%0.57%
Fund size (AUM)$83M$2.2B
Since20212020
Dividend yield0.38%0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+25.2%+13.6%
CAGR 3Y+23.2%+23.5%
CAGR 5YN/A+10.7%
Sharpe 3Y1.260.98
Volatility 1Y13.86%16.65%
Max drawdown-25.14%-42.34%

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

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