Screener
WLTG vs TGRT
WealthTrust DBS Long Term Growth ETF vs T. Rowe Price Growth ETF
Key differences
Both WLTG and TGRT are equity ETFs. WLTG charges 0.74% a year and TGRT 0.38%. The main difference: WLTG follows a active selection strategy; TGRT uses index tracking.
- WLTG follows a active selection strategy; TGRT uses index tracking.
- TGRT costs 0.36% less per year.
- TGRT is much larger than WLTG. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| WLTG | TGRT | |
|---|---|---|
| Annual cost (TER) | 0.74% | 0.38% |
| Fund size (AUM) | $83M | $1.3B |
| Since | 2021 | 2023 |
| Dividend yield | 0.38% | 0.07% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.2% | +15.2% |
| CAGR 3Y | +23.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.26 | N/A |
| Volatility 1Y | 13.86% | 16.60% |
| Max drawdown | -25.14% | -22.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.